Software Company Sales Cloud & Pardot Quick Start

The Client used manual processes to track customer’s accounts, contacts, leads, and opportunities including product and finance-related data. The following pain points were identified during the discovery phase of the project:

• Inability to track and maintain the enquiry pipeline across the sales regions with respect to different marketing platforms and lead sources
• No commonplace to see daily activities and next steps related to the client’s prospects, leads, and customers
• No information to measure engagement such as the number of emails distributed to contacts, managing the subscriptions of newsletters, marketing collaterals, etc.
• No defined process to track the customer’s journey or the usability of multiple products by customers
• Limited usage of Integration and communication tools like Emails, Spreadsheets, etc. for coordination across the business lines
• Manual Entry of business details for Newsletter Content and the client customer’s interest related to different products/services offered
• Inefficiency to manage the inflow of leads, their conversion to opportunity and its impact on positioning product/services to the target audience

Girikon provided the client’s team with a scalable customer relationship solution as a quick start package which captures enquiries from various lead sources to track and manage enquiry pipeline, enable faster turnaround time for processing customer service engagement, provide access to complete information of the customer and their related data throughout the sales lifecycle. They did this by providing pre-defined templates basis Regions, Events, Product Interest, and Newsletters to streamline all the marketing activities through Pardot integration.

Following modules are implemented to achieve the business process solution:

• Lead Management (Manual, Web to Lead – Pardot Forms)
• Account & Contact Management
• Opportunity Management
• Product & Price Book Management
• Marketing – Campaign Management
• Integration – (WordPress site / Newsletters)
• Task & Activity Management
• Contract Management
• Quote & Order Management
• Reports & Dashboards

Solution Inclusions and Features

The implementation of Sales Cloud with Pardot to track and have a 360-degree view of the Enquiries inflow/progress, Customer details, and Sales Pipeline to increase collaboration between various teams involved during the Sales cycle and Marketing efforts by using Pardot features to circulate Newsletters to the prospects and customers, Weekly/Monthly Reports and Dashboards generation for a better analysis on business performance.

Sources of Lead Generation

• Web to Lead (Website)
• Manual creation (BD/Sales, Events)
• Lead Assignment & Managing Sales lead by region and area territory
• Lead Duplicity Check
• Automated Task Assignment
• Lead Conversion

Opportunity Management

• Opportunity tracking and progress
• Automatically calculate the IQ Score based on the formula

Account Management

• Account Configuration
• Duplicate Management
• Setting up a relation between accounts

Contact Management

• Contact Configuration and set up
• Duplicate Management

Product Management

• A Product set up in Salesforce system
• Product tagging with Lead and Contact
• Price book set up for different regions
• Product package (including Subscription, Transactional, Implementation, Training, other)
• Track the Products offered to the existing clients and prospects for better upselling and cross-selling

Pardot Integration

• Connecting Pardot with Salesforce for Effective Campaign management
• Syncing of Pardot Data with Lead Object (For now)
• Streamline customized newsletter distribution to the existing clients and prospects
• Release newsletter based on region, events, etc.
• Newsletter subscription and option to Unsubscribe
• Activities tracking and Pardot scoring
• Streamline enquiry/Lead generation and nurturing process
• 360 view of the customer and related information on a single platform
• Capturing enquiries from various lead sources
• Track and manage enquiry pipeline
• Ease ways to track past and present information on the products used by clients.
• Generic or pre-defined template based on Events

Data Management

Efficient ETL process set-up for data migration, implementation and management, diverse sources including Flat files (CSV, txt file, etc.)

Other features included:

• Outlook Integration
• Zendesk Integration
• Xero Integration

The Client is now able to collect and organize actionable customer data, accurately quantify, and categorize data for future reference and are available across various departments. All the teams can now have access to accurate records of customer transactions, preferences, making detailed customer information communicable. Sales representatives can retrieve all available info concerning past purchases, product preferences, that might assist them to pitch, upsell & cross-sell to their customers i.e. employers, education providers, and government agencies. Sales & Marketing teams can now share valuable information about clients and continue to funnel them down the pipeline to get the desired result of closing a sale while gaining knowledge of products already in use by the customer.

Every department can now tag the right individuals or teams to send accurate information. With this new-found ease, teams can seamlessly work together to improve the bottom line. Personalize their dashboard views to quickly locate information needed such as customer information, sales goals, campaign assessment, and performance reports to reach untapped opportunities. With better reporting data, the Client can make resourceful and effective decisions to reap the rewards pertaining to customer loyalty.