TW Hicks

The Overview


Retail, Consumer Goods, Manufacturing


Sales Cloud, Pardot, Salesforce Maps


  • Client outgrew InfusionSoft for marketing and needed a replacement that would allow them to scale with lead tracking and lead lifecycle management and current client email outreach
  • The client was managing project statuses and updates with pen, paper, and excel spreadsheets and had no visibility into project reporting.
  • The sales reps were not tracking opportunities and why jobs were closed lost.


  • Drip campaigns, automated emails, better incorporate how they manage emails (automated campaigns)
  • Newsletter campaign buildout and Automated email survey system set up for feedback
  • Implemented Sales Cloud for project management and Opportunity management.


  • Client now has a clear line of sight into project and opportunity analytics that saves them a lot of time in understanding where projects are at in status as well as why jobs have been won or lost and actioning off that information.
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