At a glance
- Industry
- Staffing & Personnel
- Platforms
- Salesforce Sales Cloud, Salesforce Marketing Cloud
- Service
- Managed Services, Optimization
The challenge
Dashboards showed inaccurate activity and mixed every rep’s data together, the team hit Salesforce email limits, and Account Engagement and ZoomInfo sat unused after frustrating attempts with Salesforce support.
What we did
- Rebuilt dashboard widgets tracking calls, emails, tasks, and events for current and prior weeks
- Dynamic dashboards so each rep sees only their own data
- Account Engagement configured with a foundational marketing structure and lead scoring
- Resolved ZoomInfo integration for automated lead enrichment, plus templated geographic lead reports
The results
The firm gained accurate per-rep activity visibility, activated Account Engagement with trackable campaigns, and finally unlocked the ZoomInfo automation it had originally bought Salesforce to enable.
I lean on you to tell me ideas — I’m all about it.
Client, Staffing & Personnel
Does this sound like your team?
- Sales managers doubt the activity dashboard because call and email counts don’t match what reps say they did last week.
- A rep opening a dashboard sees the whole team’s numbers blended together instead of their own calls, tasks, and meetings.
- Your company pays for a marketing automation license and a data enrichment tool, yet neither one has been turned on or connected.
Where we would start
Start by fixing the reports people already look at, because trust in the data drives everything else. Check which activity types each dashboard component counts, correct the date filters, and make dashboards dynamic so each rep sees their own figures. Then review licenses already owned. Configuring existing marketing automation and enrichment tools usually pays off faster than buying something new, and it moves bulk email off core CRM sending limits.