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Leads Navigator GmbH

Sales growth and lead increase thanks to our Salesforce solutions

Due to manual lead assignment and limited reporting capabilities, sales at Leads Navigator GmbH was time-consuming and labor-intensive. By implementing the Salesforce Sales Cloud CRM solution and our lead process, invoice automation, and active partner management solutions, we were able to increase the number of qualified leads from 400 to 900 per month and achieve sales growth of 150% compared to the previous year.

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Company profile

About Leads Navigator GmbH

Leads Navigator GmbH provides target group-relevant leads from the surrounding area to suppliers of heat pumps and photovoltaic systems.

Leads Navigator GmbH

Problem

  • Manual assignment of leads to partners
  • Complex lead qualification process
  • Time-consuming creation and forwarding of qualified leads
  • Lack of meaningful reporting
  • High volume of invoices and payment reminders with manual effort
  • Unstructured partner management

Leads Navigator GmbH X Blue Apes

Blue Apes solutions for the lead process

  • Implemented Salesforce Sales Cloud as CRM solution
  • Apex-based geolocation search to accurately match qualified leads to partners (by radius and qualification)
  • Creation and dispatch of lead forms with flows
  • Implemented five dashboards for performance tracking

Leads Navigator GmbH X Blue Apes

Blue Apes solutions for invoice automation

  • Implementation of justOn for the automated creation and dispatch of invoices based on three invoice intervals
  • Three-step dunning process with escalation levels
  • Automated recording of incoming payments and allocation to open invoices
  • Credit memo process & new customer bonus
  • Reporting to track payment margins and outstanding amounts

Leads Navigator GmbH X Blue Apes

Blue Apes solutions for active partner management

  • Partner onboarding / negotiation process
  • Qualification process with follow-up
  • Pause and cooperation mechanisms based on timestamps / open invoices
  • Partner ranking based on reports for lead distribution prioritization

What we have achieved

Results of the collaboration

  • Achieved a high level of automation
  • Increased transparency in lead handling
  • Increased number of qualified leads from 400 to 900 per month
  • Increased sales: 150 percent growth over the previous year
  • Increased invoicing: 2600 invoices per year compared to 1500 invoices the previous year
  • Prioritized partners through reporting and 50 percent more active partners
Talk to Lead-Consultant
By working with Blue Apes, we have been able to significantly speed up our processes and collect transparent KPIs, which significantly supports our strategic planning. In case of problems or challenges, Blue Apes always responded quickly and gave us a good feeling. Ogün Baba CEO Leads Navigator GmbH

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