At a glance
- Industry
- Manufacturing
- Platforms
- Salesforce Marketing Cloud
- Service
- Migration, Integration
The challenge
Marketing ran in ActiveCampaign while contacts lived in Salesforce, trade-show leads were captured with minimal information, and there was no way to measure cost per lead or attribute revenue to campaigns.
What we did
- Account Engagement configured as a single source of truth with Sales and Service Cloud
- Lead scoring and grading so sales could prioritize high-value prospects
- Campaign tracking and attribution for trade shows and other initiatives
- Migration of templates and segmentation from ActiveCampaign, plus website form integration
The results
The manufacturer eliminated the marketing-to-sales disconnect, established clear lead-source and ROI tracking including trade shows, and gave reps intelligent lead prioritization on one platform.
We’re hoping this will… really send out better targeted campaigns.
Client, Manufacturing
Does this sound like your team?
- Email campaigns go out from a separate tool, so reps cannot see what a contact received or clicked.
- Trade-show badge scans come back with little more than a name, and follow-up depends on who remembers the conversation.
- Leadership asks what a show or campaign returned, and marketing can only estimate cost per lead.
Where we would start
Make Salesforce the single home for contacts, connecting Account Engagement to Sales and Service Cloud, so marketing and sales see the same records. Set up a campaign for each trade show before the next event so every captured lead carries its source. Scoring and grading then help reps choose whom to call first. Migrate only the templates and segments you still use from the old tool.