Success Story

The Client is a financial event marketing leader in the finance industry. The company needed to update and modernize Salesforce usage to improve the sales and marketing cycles and leverage built-in Salesforce features to extract maximum ROI.

• Inefficient sales and marketing cycles
• Lack of real time order tracking from external systems
• Lack of data on customer experiences, communication, feedback, and queries
• Lack of standard reporting and tracking features

• Dashboard and charts made data presentable, enabling users to get better idea about the business by virtue of various KPIs and ROI calculation
• Text Analytics on survey data to identify sentiments of customers
• Functional consulting experience around sales, marketing, and service cloud
• Generated more leads, closed more deals, and measured marketing success using Pardot, Hubspot, and Salesforce Marketing Cloud
• Unidirectional, bidirectional integration of Salesforce with various applications and a 360° view of customers on one platform
• Salesforce application on the go for mobile users. Dashboards and Reports using Wave Analytics
• Improved UX and UI transitions to Salesforce Lightning drastically improves the user interface

• Improved sales team efficiency by 34%
• Personalized campaign’s effectiveness increased by 39%
• A 360° customer view helped in resolving issues quickly
• Improved maintainability by leveraging 46% less customization
• Effective business visibility and robust analytics