Project Note

  • Industry : Hi-tech
  • Process Area : Sales
  • Geo : US

Scope

To enchance the process on various aspects,designed for signing up and tracking the individual actions with scores and web to case process

 

Challenges

  • To Create a web to case with recaptcha
  • To Design the landing(signup) page of visitor for event registration
  • To Automate the process of sending mail using automation rules
  • To customize the web forms

 

Topology

  • Salesforce Pardot (Marketing automation platform)

 

Solution

  • Created and customized the landing page in Pardot for event registration
  • Created automation rules to auto populate some fields in prospect(visitor details) record
  • Created email templates for sending emails to the registered user
  • Calculated the scores for visitors based on their multiple actions
  • Created and Customized the page using apex class and visual force to save case records via web forms

Results

  • Effectively update interest rates In Opportunity, Quote and Quote line item
  • Eliminate the manual process of create / update item in SFDC
  • Eliminate the manual process to creating a new opportunity with Quote, Quote Line Item and opportunity products
  • Reduce the sales rep work to sell the products