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visibility across a $34,000/month ad spend, no automated lead capture, and a convoluted sales process on the outdated Classic interface.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
- MCAE 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