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