Migrate from Captorra

The absence of lead generation methods led to the modification of the lead conversion and sales process, which optimized lead conversion and eliminated manual steps.

Engagement type

Estimated Project

Product

Sales & Marketing Cloud

Industry

Professional Services

Meriwether & Tharp, LLC is Georgia’s largest family law firm focused on serving clients a first-class experience in the areas of divorce and family law.

Overview

Key Challenges: Absence of lead generation methods
Key Solutions: Modified lead conversion and sales process
Key Impact: Optimized lead conversion; eliminated manual steps

Challenges

Send drip campaigns to contacts
Limited functionality in the prior CRM Captorra
Lack of application integration such as Marketing Cloud, Asknicely, DocuSign, Invoca, Google Analytics, Calendly
Absence of lead generation methods on clients’ and their partners’ websites
Duplicate records in the system affected data quality

Solutions

Created and hosted lead forms on clients’ and partners’ websites
Set up 10 journeys for various use cases in Marketing Cloud
Removed duplicates and migrated data from Captorra to Salesforce
Enabled reporting system for various roles
Integrated all applications using Connectors

Impact

Reduced liabilities: high-quality leads were passed on to the Sales team
Visibility into high-priority tasks: improved the productivity
Synchronized data system: eliminated manual tasks
Prompt communication with contacts: better client relationships

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Case Study

Meriwether & Tharp LLC: Estimated Project

Case Study

Migrate from Captorra

The absence of lead generation methods led to the modification of the lead conversion and sales process, which optimized lead conversion and eliminated manual steps.