Projects
We pride ourselves on solutions that solve today’s issues and prevent tomorrow’s problems. See how we’ve helped other small businesses.
The Problem
Old automation caused massive delays for progressing new logo opportunities.
Our Solution
By understanding the business process, we reworked the entirety of the Opportunity’s automation, removing extra data entry, unnecessary fields, and cleaning up various validation rules.
Results Generated
Without the extra data entry and hanging pages, the Sales teams spent 7 less days closing the deals
The Problem
Marketing Department was using Google Ads, Web-to-Lead, and LinkedIn Advertisements, and needed to understand the top-of-funnel impact.
Our Solution
We built dynamic graphs in Salesforce to highlight the different sources for leads and comparing lead generation over the course of months.
Results Generated
The Director of Marketing was able to show how well their campaign did compared to marketing efforts prior.
The Problem
Customers were submitting cases but the support staff were not seeing them until the email of a missed SLA flashed across their inbox.
Our Solution
We modified case creation automation to ping the queue, configured a secondary automation to ping the department leads if it had not been assigned within the hour, and made the experience mobile-friendly.
Results Generated
With a new notification and means of response, reps got to new cases significantly faster.
The Problem
Many opportunities and leads were coming in the door, but not enough full-time staff to accommodate the influx of projects.
Our Solution
Implemented a Partner Community page to open up projects to any qualified partner
Onboarded 5 new partners within the first week.
Results Generated
After quickly onboarding 5 new partners, low-impact projects could be easily outsourced and a system would automatically track important indicators like client satisfaction and project duration. The company now has a flexible workforce able to handle the new projects.
The Problem
Sales team members were logging their tasks in SalesLoft but then having to update that same data in Salesforce, consuming several hours per week in pointless data entry.
Our Solution
We updated the automation in SalesLoft and in Salesforce to automatically fill and update those fields as Sales users logged their tasks as normal.
Results Generated
We reduced manual entry with no change to the Sales team’s process and saved this team 125 hours per year of non-revenue generating work.
The Problem
ZoomInfo, Salesloft, and 6Sense combined with manual lists being loaded into Salesforce created thousands of duplicate Leads, Contacts, and Accounts.
Our Solution
We connected and configured DataGroomr, trained the AI on duplicates, and then mass merged the records.
Results Generated
Merged tens of thousands of records, including converting 11,000 Leads into existing Contacts.
The Problem
CEO felt that they were not using their tech stack optimally.
Our Solution
We analyzed the different platforms they were using and determined that their needs were met by a cheaper tier of the same product.
Results Generated
Since the license cost was per user per month, we saved the customer hundreds of dollars per month by this simple switch.
The Problem
Departments were siloed and knew little about how the tech stack worked beyond their part of the Sales process.
Our Solution
We looked through existing automation and had calls with leadership to understand how everything fit together, then built a series of diagrams.
Results Generated
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