At a glance
- Industry
- Technology Consulting
- Platforms
- Salesforce Sales Cloud, Salesforce Marketing Cloud
- Service
- Implementation, Migration
- Results
- 2,092 contacts unified
The challenge
Despite winning clients through referrals, the firm had no CRM, tracked its pipeline in spreadsheets and email, and couldn’t segment a diverse base across higher-ed, K-12, government, and utilities.
What we did
- Sales Cloud with Kanban pipeline views, custom reports, and web-to-lead capture
- Industry segmentation fields and validation rules for data integrity
- Account Engagement with authenticated email, persona-based segmentation lists, and automated journeys
- Custom templates and reporting for opens, clicks, bounces, and campaign performance
The results
The firm launched integrated Sales and Marketing Cloud environments with 2,092 unified contacts, industry-specific segmentation, and automated campaigns — a foundation for its brand relaunch and new sales hires.
How do we come out of the gate very effective and have longevity behind that.
Client, Technology Consulting
Does this sound like your team?
- Your pipeline lives in a spreadsheet and partners’ inboxes, and forecasting means asking each person what they think will close.
- Most new business comes through referrals, so there has never been a system to capture inbound interest from the website.
- Clients span sectors like higher education, K-12, government, and utilities, but every marketing email goes to everyone at once.
Where we would start
Start with a simple Sales Cloud setup that mirrors how the firm actually sells, with pipeline views and web-to-lead capture. Add industry fields and validation rules early, since segmentation depends on consistent data entry. Consolidate contacts from spreadsheets and email into one database before turning on marketing automation. Then build persona-based lists and a few automated journeys, so new sales hires inherit a working process rather than a blank org.