State of the art data centres delivering robust solutions to specialty retail chains
Fostering teamwork between Sales & Marketing departments with Sales Cloud & Marketing Cloud to propel customer engagement.
CONCTACT US
Client
StoreForce
year
Sep 2024
services
Marketing & Sales
platform
Salesforce
Project overview
The existing CRM lacked robust capabilities for advanced reporting on leads, accounts, opportunity details, and activities. Additionally, the marketing solution was limited to basic drip campaigns and was unable to relay critical information back to the CRM or sales team. As a result, sales and marketing teams struggled to communicate effectively with each other and with clients, lacking a complete 360-degree view of the customer.
Execution
In Phase 1, we implemented Sales Cloud to drive adoption across the Sales team, migrating Account, Contact, and Opportunity data into Salesforce.
In Phase 2, we rolled out Account Engagement (Pardot) with the Marketing team to manage white paper assets, form submissions, trade show attendance, and nurturing campaigns across their account base.
Project results
Sales and Marketing teams are now more aligned in their go-to-market strategy, both for existing clients and new prospects. Sales reps receive real-time notifications from Marketing based on key buying signals such as form submissions, website visits, and email activity.
A new process for managing RFP win/loss outcomes helps refine sales strategies, while Salesforce data is now leveraged to calculate commission payouts. The Salesforce solution supports global teams, improving operational efficiency.
With Marketing Cloud and Sales Cloud launched in just 8 weeks, Opzilla continues to provide ongoing support for Account Engagement campaigns.
What our great clients say
"Opzilla feels like an extension of our own team. Their Salesforce expertise helped us build scalable systems that support our growth, and their support has been top-notch from day one."
Randeep Kaur
@veem
"The Opzilla team went above and beyond to streamline our lead management workflows in HubSpot. Their clear communication and tailored approach made a huge difference in our daily operations."
Renzo Dilvacchio
@storeforce
"We partnered with Opzilla during a major CRM migration, and they made the process smooth and stress-free. Their consultants are knowledgeable, responsive, and genuinely invested in our success."
Susan McCregor
@thinktime
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