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.
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