Salesforce customization services for effectively management of contacts and sales leads
67%
Sales Increased
87%
Manual Data Entry Eliminated
100%
Manual Data Entry Eliminated
Overview
From scattered records to a single automated flow
What You Need to Know
Lead management in Salesforce is crucial as it streamlines the capture and track of leads, helping in increasing the sales efficiency and business growth. On the other hand, Inquiry forms on different pages facilitates seamless lead capture from website to make sure targeted customers are engaging.
Why It Matters
The client wanted a robust lead management system in Salesforce to capture lead data via custom fields, and offer flexible viewing options, like grid and list views. They also wanted to create inquiry forms for pages like Contact Us, Subscribe, and Apply. Additionally, the client wanted a system where leads can automatically convert to the suitable contact record type.
What HIC Did
Our team created custom fields in Salesforce that will capture lead information effectively, and also designed inquiry forms for pages like, Contact Us, Subscribe, and Apply. Moreover, they implemented real data into Salesforce, and set up a custom rule.
Challenges Faced
Bottlenecks slowing every hand-off
Inefficient Capture of Multiple Lead Generation Forms
The client was facing difficulty in capturing the data from various lead-generation forms, leading to disorganized lead intake and missed opportunities.
Lack of a Streamlined Lead Management Process
Their existing process was unable to streamline lead management, resulting in inefficiencies in tracking, organizing, and nurturing leads throughout the sales cycle.
Difficulty Managing Converted Leads
Managing and transitioning leads into the appropriate sales stage was a key challenge, reflecting the requirement for a more robust lead generation solution.
About the Company
Dynamite Network is a software development shop, specializing in the areas of website, mobile app, and automotive app development. The company is located in Toronto, San Francisco, Los Angeles, Chicago, Detroit, and New York.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Enhanced Lead Management with Custom Fields and Page Layouts
Created custom fields in Salesforce for effectively capturing lead information and built multiple page layout tabs, allowing users to view and manage leads through various layouts.
Dynamic Inquiry Forms and Automated Record Type Assignment
Designed inquiry forms for every key page, like Contact Us, Subscribe, and Apply, and each lead generated through these forms will be automatically assigned a specific record type.
Data Synchronization and Lead Conversion Automation
Implemented real data into Salesforce before going live, updating lead records directly in Production, and also set up a custom rule to update the “Description Filter” automatically.
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