At a glance
- Industry
- Automotive Compliance
- Platforms
- Salesforce Marketing Cloud
- Service
- Implementation, Optimization
- Results
- ~2 wks to go-live
The challenge
Outbound marketing ran through a former website’s basic email tools, and leadership wanted everything consolidated into Salesforce with sophisticated email to existing customers.
What we did
- Complete Pardot setup with domain authentication and Salesforce connector optimization
- Dynamic segmentation to target by service status for precise upsell and cross-sell
- Email templates, website forms replacing the old ones, and campaign attribution
- Custom field mapping and hands-on weekly enablement
The results
The company unified marketing, sales, and service in Salesforce, went live in roughly two weeks instead of the usual four, and gained targeted email and lead capture flowing straight into the CRM.
It looks like it’s going to be super easy — it’s set up.
Client, Automotive Compliance
Does this sound like your team?
- Customer emails go out through basic tools tied to an old website, completely separate from the CRM your sales team uses.
- You want to pitch add-on services to existing customers but can’t easily filter them by which services they already have.
- Leadership is reluctant to buy another standalone marketing tool and would rather keep marketing, sales, and service in Salesforce.
Where we would start
Start by confirming which customer fields indicate service status, since targeted upsell depends on them. Then authenticate the sending domain, tune the Salesforce connector, and map custom fields so segments stay current automatically. Replace old website forms early so new leads land directly in the CRM. Regular working sessions with the team help them take over email building and campaign attribution as the setup comes together.