Quick & High Market Conversion Rate Launchpad
We developed a unified Salesforce application for an HR-SaaS Startup that includes a Sales Platform with excellent Prospects to Lead ratio, Sales CLM with customer onboarding, license provisioning, and Service App Delivered.
Lead Generation
We launched Social Media Campaigns using Clearbit & Marketing cloud pilot, followed by a Sales Cloud implementation, Marketing Cloud Connect, and Mobile Connect to achieve a high conversion rate from prospectto a qualified lead.
Opportunity Conversion using Zoom for Salesforce with Contract Management and Upsell
Customer Onboarding Help, License Management Service Application
Key Sales Drivers
| Business Drivers | Business Processes | Solution |
| Build a Strong Pipeline | Lead Generation | Salesforce Marketing Cloud with ClearbitChannel Integration Automated Lead Capture & Import |
| Assess value of Lead and Conversion ratio | Lead Qualification Lead Conversion | Lead Scoring & Routing Lead Prioritization Lead Conversion Metrics Alerts and Monitoring |
| Manage the Funnel | Sales Methodology Visibility of Sales Forecasts | Opportunity Management Opportunity Conversion Revenue Visibility Forecasting and Dashboards |
| Improve Sales Rep Productivity | Activity Management Interaction History | Activities Tasks Reporting |
| Drive More Business | Demand Generation Upsell – Cross sell | Campaign Management Segmentation |
| Align Sales & Marketing | Offers and Promotions Sales Collateral | Up-to-date info packs Ongoing Communications Surveys/Forums |
Solution Highlights
Marketing Cloud implementation
- Email based lead onboarding journeys, created in Journey Builder, to manage and engage with leads and drive them towards converting into an opportunity
- Channel integration with ClearBit
- Social Campaigns with high conversion rate from prospect to qualified lead
Sales CRM implementation
- Zoom CTI Integration
- Configured Salesforce CPQ quoting engine
- Enable DocuSign CLM
- Lead Conversion and Opportunity Life Cycle Implementation
- Custom Customer Onboarding application
Service implementation
- Implemented Experience cloud for Customers
- Developed Custom License Management application
- Feedback survey integration
