Delivering Cross Departmental Growth

Company Profile and Overview

Industry: Building Materials

Location: Ontario, Canada

Employee Category Range: 51-200 employees

Salesforce Clouds: Sales Cloud, Pardot and 3rd Party Apps

Company Overview: Manufacturing and Marketing of Sustainable Building Materials

SkyVenn replaced existing Salesforce Partner to help rearchitect Salesforce to deliver enhanced processes and growth between Marketing and Sales departments.

  • Original business requirements to manage both end-users and distributors within Salesforce was not optimally designed and needed to be rearchitected
  • Marketing campaign programs were limited and the effectiveness of current efforts could not be easily quantified
  • Reports and dashboards were not reliable because previous lead conversion processes was incorrectly configured
  • Customer had no in-house Salesforce expertise
  • Solutions Implemented:
    Sales Cloud, Pardot and 3rd Party Apps
  • Led the evaluation of Pardot Plus for the Marketing team and responsible for the implementation and enablement of the solution
  • Redesigned the Lead to Opportunity process to help align various Account segmentation needs for distributors, end-users, suppliers, and more…
  • Updated Sales Cloud processes to allow teams to improve communication, processes and reporting between users
  • Created a new online Warranty Registration process to assist with linking end-users to distributors and contractors for marketing attribution
  • Ongoing training and enablement has allowed Marketing team to continuously deliver improved campaign performance
  • Pardot automations (Automation Rules, Engagement Studio, etc.) and Salesforce automations (Process Builders, Workflows, Lead Assignment Rules, Flows, etc.) were optimized to ensure best practices and eliminate records being incorrectly updated due to automations impacting both databases
  • First year success has allowed leadership to expand the scope of Salesforce to include a new ERP evaluation in the New Year, the use of Salesforce Maps and Einstein Bots Chat, and a forthcoming Community Cloud strategy
  • Weekly cadence calls for ongoing enablement within Sales and Marketing teams
  • SkyVenn is now the preferred Salesforce partner under Managed Services to provide continued support, configs, enhancements and enablement services

SkyVenn is Dedicated to Customer Success

Since 2010 SkyVenn has been delivering tailored Salesforce solutions to help meet each of our client’s unique requirements. We are led by former Salesforce employees and leverage years of experience and industry best practices to ensure a successful implementation. We are committed to seeing our customers wildly successful on the Salesforce platform.

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