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
- MCAE 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