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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