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Automation Case Study  #17

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“ We kept increasing our sales teams daily calls, but we just couldn’t get enough opportunities created. Once we had our tracking and automation set up, it gave us so much clarity on what we had to change.” – David Cronk, SVP Sales

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Real-time, automated emails, triggered by customers lead form submission.[/vc_column_text][vc_empty_space height=”25px”][vc_column_text]2. Call task was automatically created in Salesforce based on if they opened/replied selected emails.[/vc_column_text][vc_empty_space height=”25px”][vc_column_text]3. Every email was designed to look like it came from the account managers email address, along with a bookable calendar link.[/vc_column_text][/vc_tab][vc_tab title=”OPPORTUNITIES UP 12%” tab_id=”9f49316c-4844-4″][vc_empty_space height=”20px”][vc_column_text css=”.vc_custom_1549653133430{padding-right: 20px !important;}”]1. Personalized emails from reps were triggered based on customer engagement on website. ​[/vc_column_text][vc_empty_space height=”25px”][vc_column_text css=”.vc_custom_1549653140909{padding-right: 20px !important;}”]2. Reps were able to touch 3X amount of leads per day, once auto click to dial was implemented. ​[/vc_column_text][vc_empty_space height=”25px”][vc_column_text css=”.vc_custom_1549653146996{padding-right: 20px !important;}”]3. Call prioritization went from a rep based decision to one based on input from leadership and customer activity.[/vc_column_text][/vc_tab][vc_tab title=”REVENUE UP 6%” tab_id=”1549650517197-2-8″][vc_empty_space height=”20px”][vc_column_text css=”.vc_custom_1549653394374{padding-right: 20px !important;}”]1. Salesforce reports implemented with nuanced rep activities : how many voicemails vs. returned calls, emails sent per rep vs. how many replies, etc. ​[/vc_column_text][vc_empty_space height=”25px”][vc_column_text css=”.vc_custom_1549653401373{padding-right: 20px !important;}”]2. On-boarding time was dramatically reduced by automating email/ voicemail process.[/vc_column_text][vc_empty_space height=”25px”][vc_column_text css=”.vc_custom_1549653407682{padding-right: 20px !important;}”]3. Leadership provided with best practices by their top performing reps and ability to scale what was working with their entire floor.[/vc_column_text][/vc_tab][/vc_tabs][vc_empty_space][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_row_inner row_type=”row” type=”grid” text_align=”left” css_animation=””][vc_column_inner offset=”vc_hidden-md vc_hidden-sm vc_hidden-xs”][vc_empty_space height=”75px”][/vc_column_inner][/vc_row_inner][vc_row_inner row_type=”row” type=”grid” text_align=”left” css_animation=””][vc_column_inner offset=”vc_hidden-lg”][vc_empty_space height=”30px”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row]