- The client ran several membership renewal campaigns each year, aimed at distinct customer segments.
- Their campaign workflow involved disconnected tools: Form Assembly for forms, Mailchimp for emails, and Salesforce as the CRM.
- The lack of system integration created inefficiencies and manual work across all campaign stages.
- The client needed an automated, streamlined solution to reduce manual effort and improve operational efficiency.
Cynoteck implemented a strategic Salesforce solution to automate and streamline the client’s campaign processes.
Utilized native Salesforce Campaigns to consolidate campaign-related details.
Set up a Salesforce site to expose the campaign capture form to the public web.
Developed a new form using Lightning components to capture customer responses.
Employed native email templates with campaign-bound fields, allowing the same templates to be used for all campaigns and sending unique links to each prospect.
Created an automated process to send emails to prospects upon campaign activation.
An automated workflow to trigger tasks for the internal team upon receiving campaign responses.
Achieved a cost-effective solution
by leveraging Salesforce features, eliminating the need for external tools.
The fully automated solution
reduced campaign execution efforts by approximately 80%.
Automated response
logging and notifications significantly improved turnaround times.
