Benefits of Using Salesforce and Surefire Together
The bidirectional data connection between Salesforce and Surefire gives mortgage lenders a new level of choice and control for how they communicate with their prospects and customers.
Banks, credit unions, and independent mortgage brokers who have already invested in Salesforce can maximize the effectiveness of their mortgage marketing programs by playing to the unique strength of each platform.
Surefire’s connection with Salesforce comes pre-configured with default mapping to Salesforce data fields, making it easy to implement Surefire’s award winning marketing content and industry specific workflows. Our mutual users can choose how data should flow and when it is pushed between the two systems including tasks, events, emails, and phone call records.
- Bi-directional sync delivers full transparency on the customer lifecycle
- Create and share custom data fields between both systems
- Compatibility with Salesforce Sales Cloud, Salesforce Marketing Cloud, or both
Using Salesforce in Mortgage Marketing
Many organizations have adopted Salesforce for certain aspects of mortgage marketing, especially in Wholesale Mortgage where the B2B workflow matches the original Salesforce model. Often Salesforce implementations can require significant financial and time investment that is not experienced with industry specific tools like Surefire for the mortgage industry.
Choosing Surefire as the mortgage marketing engine in concert with Salesforce’s CRM option can makes sense, achieving a significant cost savings and reduce risk through the implementation of Surefire’s Blueprints for Success. By utilizing your existing Salesforce implementation but leveraging Top of Mind Networks’ experience, midsize and larger lenders can maximize their investment.