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+1 (415) 429-6641 | Speak to our expert Get in Touch Excellent 5 out of 5 | +1 (415) 429-6641 | Speak to our expert Get in Touch
+1 (415) 429-6641 | Speak to our expert Get in Touch
The client is a U.S.-based provider of business coaching and learning solutions. They specialize in delivering coaching programs and educational resources designed to improve leadership skills, drive organizational growth, and facilitate professional development.
The client conducted multiple membership renewal campaigns annually, targeting different customer segments. Their existing processes relied on various tools: Form Assembly for online form creation, Mailchimp for email campaigns, and Salesforce for CRM. This disjointed system required substantial manual effort, with repetitive tasks for each customer segment, significantly increasing the workload.
Cynoteck implemented a strategic Salesforce solution to automate and streamline the client’s campaign processes. The redesigned process flow enabled seamless management of all campaign activities within Salesforce:
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 automated process to send emails to prospects upon campaign activation and 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.
Automation resulted in minimized manual errors, enhancing the accuracy and reliability of campaign data.
