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Marketing cloud pilot followed by Sales Cloud application, Marketing Cloud Connect as well as Mobile

Updated: Nov 21, 2021

Queensland Based Property Evaluation Company

Automated Lead & Job Management

- Australia - Real Estate

Problem Statement

The client needed a brand-new CRM to fit their growing business demands, nonetheless, were reluctant after a series of not successful custom CRM implementations

  • The client is a leading carrier of tax obligation devaluation routines. They assist consumers declare the optimal tax entitlements on their residential or commercial property and also minimize their taxable income

  • With not successful CRM experiences in the past, the customer was entrusted to multiple heritage custom-made CRM systems which were pricey to preserve, and also left them reliant on numerous third-party IT vendors.

  • The client also had an expanding pipe of leads being passed to them by referrers and were unable to manage to get in touch with all leads in a timely manner as quantities continued to grow


We produced a roadmap of release stages, targeting the client's most significant pain points initially, to produce step-by-step value and also guarantee they were comfortable with the system

Phase 1 - Marketing Cloud application

  • Email based lead onboarding trips, developed in Journey Builder, to handle and also involve with leads as well as drive them towards exchanging a possibility

Stage 2 - Sales CRM execution

  • Movement from two tradition CRMs

  • Marketing Cloud Connect

  • Use Salesforce Social Workshop aids organizations take advantage of the power of social media sites in their marketing, client service, and also sales organizations.

  • Integration with web site quoting engine, request a call, and various other types

Phase 3 - Mobile Link application

  • - SMS included into journeys to facilitate customer and also vendor notices


The remedy provided a completely working Sales Cloud circumstances, fit for objective, with integration to marketing Cloud

  • Solitary sight of the customer, with all task and customer information currently kept in one system

  • Records and also call demands can be made by means of the website, as well as are visible quickly in Salesforce

  • Automated e-mail journeys boosted reference lead conversion prices and also enabled the customer to handle brand-new referral partners

  • Automated journeys additionally minimized the variety of outgoing telephone calls called for, maximizing team to permit even more tactical initiatives and organization development

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