At a glance
- Industry
- Renewable Energy
- Platforms
- Salesforce Marketing Cloud
- Service
- Migration, Integration
- Results
- 29,000+ prospects migrated
The challenge
Disconnected MailChimp, Vimeo, and Salesforce systems forced manual data transfers, offered no lead scoring, and gave limited campaign visibility with duplicate records.
What we did
- Account Engagement connected to Sales Cloud with field mapping across accounts, contacts, leads, and opportunities
- Sending and tracker domains configured with HTML and drag-and-drop templates
- Out-of-the-box lead scoring, segmentation lists, and routing automation
- Migration and deduplication of 29,000+ prospects with weekly hands-on training
The results
The company migrated 29,000+ prospects into an integrated platform, established automated lead scoring, connected marketing activity to opportunities, and eliminated marketing-sales data silos.
Really it’s about… getting some value out of that solution right away.
Client, Renewable Energy
Does this sound like your team?
- Someone exports contacts from Salesforce and imports them into your email tool before every send, then copies results back later.
- Video views and email clicks live in separate platforms, so sales can’t tell which prospects actually engaged with content.
- The same contact shows up several times across systems, and nobody knows which version has the right email or company.
Where we would start
Start by deciding how marketing data should map to accounts, contacts, leads, and opportunities in Sales Cloud. Then deduplicate before migrating prospects, because importing duplicates simply moves the old problem into the new platform. Configure sending and tracker domains and templates next. Out-of-the-box scoring and routing give sales a useful signal quickly, and steady hands-on training helps marketing run campaigns inside the integrated system.