At a glance
- Industry
- Commercial Real Estate
- Platforms
- Salesforce Marketing Cloud, Salesforce Sales Cloud
- Service
- Migration
- Results
- 200+ leads in six weeks · 10/day peak inbound, no outbound
The challenge
The firm was using roughly one percent of Salesforce, had no marketing-ROI visibility across a $34,000/month ad spend, no automated lead capture, and a convoluted sales process on the outdated Classic interface.
What we did
- Account Engagement with a Google Analytics connector for automatic UTM capture and first-touch attribution
- Automated lead capture and routing from website forms by location and service type
- Lead scoring and grading plus campaign tracking for cost-per-lead and cost-per-opportunity
- Migration from Classic to Lightning with streamlined stages and office-inventory tracking across 12 locations
The results
The firm generated 200+ leads in the first six weeks (peaking at 10 a day with no outbound), gained campaign-level attribution across 29 paid campaigns, and finally trusted its lead-source data.
We’re over 200 leads for the year so far and that’s with no outbound sales.
Client, Commercial Real Estate
Does this sound like your team?
- You spend heavily on paid ads, yet nobody can say which campaign produced a given inquiry or signed lease.
- Website inquiries land in a shared inbox and wait for someone to decide which office or service should handle them.
- The team still works in Salesforce Classic, and reps skip stages because the sales process has too many steps.
Where we would start
Start with attribution, because every later decision depends on trusting lead source. Connecting Account Engagement to your analytics so UTM values are captured automatically gives each lead a first touch. Next, route form submissions by location and service type so inquiries reach the right person quickly. Moving from Classic to Lightning is a good moment to simplify stages. Scoring, grading and cost-per-lead reporting then build on clean source data.