Sales Cloud, Marketing Cloud, Ad Studio, Interaction Studio
Challenge
Needed to clean up and restructure their Sales Cloud architecture for enhanced efficiency
Needed to migrate their existing marketing campaign for InfusionSoft to Marketing Cloud
Solution
Established a lead management and conversion process to create a delineation between leads and actual deals / customer contacts in the system. Built a way to check for duplicates in the system before bringing the lead in and to convert a lead to account and opportunity.
Built an automation to create multiple opportunities to track different revenue potential based on the client having interest in multiple products.
Established a sales management process and configured it on the opportunity object to align well with those processes to effectively track potential revenue and what stage / probability that deal is in.
Results
Client now has quick access to referral reporting and is saving several hours from not manualing having to report
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