Configuration of Salesforce Enterprise edition to enable better marketing activities, lead & opportunity management, and integration of Hubspot with Salesforce
What we did
Assisted the Marketing Operations Director and the CMO with the configuration of the Salesforce Sales cloud. The client was struggling with user adoption and bad data, which was negatively impacting marketing operations and sales activities leading to missing opportunities to sell.
We helped the client with the optimisation of the all pages layouts, implemented a simple and effective lead capturing and management process, and implementing rules to score the lead accurately so that the sales team could focus on the important lead. We had lead the integration of Hubspot Marketing tool to Salesforce which provided a seamless and error free to capture and manage lead. The Sales process and opportunity was consequently improved enabling resulting in more accurate pipeline reporting and forecasting.
Data was cleansed as part of the project and data governance was put in place. The project was completed in a 4 weeks.