CRM Solution

Wood products

Initially focused on welding and wood products in the USA, this company now serves the Automotive, Infrastructure, and Industrial sectors globally with advanced technologies like robotics and onshore manufacturing.

Challenges

The company faced challenges such as integrating diverse software systems like Megaphone and Digidea, managing scattered data across multiple platforms, and ensuring seamless access to critical information.

Solution

We implemented Salesforce Einstein for automated sales processes, enhanced activity tracking, and advanced analytics. Features like Einstein's Next Best Action, Lead Scoring, Forecasting, and Email Insights improved decision-making and optimized sales strategies.

CRM Solution

Pardot Implementation

The Pardot Implementation project focuses on property management and rentals, with Matching private room rentals specializing in well-designed shared housing for urban renters. They manage an extensive client database to deliver personalized, fully-serviced, and affordable city living experiences.

Challenges

The main challenges were re-engaging prospects with automated campaigns, segmenting email lists to target inactive and never-active prospects, generating quality leads, designing compelling email promotions, and tracking campaign performance effectively.

Solution

We integrated dynamic features and improved the backend, enhancing usability. Quality assurance included functional, device, regression, and performance testing. Using Salesforce for secure hosting, we implemented permission sets and MFA. The team executed strategic email campaigns, set up Salesforce Campaigns for tracking, and ensured seamless reporting of marketing and sales-qualified leads.

CRM Solution

Einstein BOT AI-Powered Chatbots

The Einstein BOT AI-powered chatbots project in the service industry aims to implement advanced capabilities for seamless bot conversation transfers, improved user experiences, and validated user information to enhance customer interactions and agent efficiency.

Challenges

The main challenges involved creating a customer-friendly conversation dialogue for the ChatBot, enabling customers to receive answers and information by asking questions and offering suggestions based on query keywords.

Solution

To address these challenges, we integrated Einstein ChatBot into the service cloud, customized it with a template, defined conversation flows and entities, set navigation rules, and used NLU to manage intents.