Client Overview
Tre’dish, a dynamic culinary services provider, faced challenges with their Salesforce implementation. Lacking a dedicated Salesforce admin, their sales process suffered from inefficiencies and data management issues. With a vision to streamline operations and elevate customer engagement, they sought comprehensive solutions to enhance their Sales Cloud setup, integrate with Marketing Cloud, and optimize lead management.
Technologies Used:
Challenges
Inefficient Data Management
Manual processes caused delays in lead entry, impacting sales productivity.
Lack of Integration.
Limited integration between Salesforce and Marketing Cloud hindered personalized customer interactions.
Time-consuming Lead Outreach
Manual scheduling processes slowed lead responses and team collaboration.
Objectives
Streamline Sales Cloud Data Model
Integrate Salesforce with Marketing Cloud
Implement Calendly Integration
Solution
- Sales Cloud Revamp: Customized data model and features improved order management.
- Salesforce-Marketing Cloud Integration: Real-time data sync enhanced marketing campaigns.
- Calendly Integration: Automated scheduling improved lead response times
Let’s
Connect
A 30 min no cost strategy session with cloud support expert
Outcome
- Sales Efficiency Boost: 65% increase in sales team effectiveness and revenue.
- Improved Data Entry: 50% reduction in lead entry time.
- User-Friendly Interface: Enhanced flexibility and ease of use for team members.
- Efficient Lead Management: Streamlined scheduling and improved response times.
- Tailored Customer Journeys: Personalized interactions led to higher engagement.
Quote The Customer
“The Genetrix team was a breeze to work with and brought expertise from both sales and service cloud as well as marketing cloud. They dove into our processes, smoothed out wrinkles, and gave us a system that was tailor made to our business requirements.”
Product Lead
Tre’dish
Amanda Wong
Conclusion
- Tre’dish’s strategic Salesforce enhancements resulted in improved sales efficiency, data management, and customer engagement, positioning them for sustained growth in the culinary services industry.
- Ready to transform your business like never before? Book your free consultation now and discover how our tailored solutions, as showcased in our latest case study, can propel your company to new heights!
