A growing B2B services company was losing time on every new lead. We fixed its web forms, automated first-touch follow-up and launched its first campaigns in Marketing Cloud.
The problem
A broken approval workflow stopped web forms from working, and new leads waited too long for follow-up.
What we did
Removed the broken approval workflow so forms work again
Set up a transactional email that goes out within 10 minutes of every form submission
Built and launched lead campaigns in Marketing Cloud connected to Salesforce
Results
Every new lead now gets an email within 10 minutes
Launched a campaign to 1,318 leads
The client stayed on a monthly retainer, and the next goal is raising Sales Cloud usage from about 30% to 80%
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