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Overview
- Labor-intensive and paperwork-heavy data processes
- Automated manual processes; streamlined workflows
- Improved insights & productivity; cut down paperwork
WC&B: Estimated Project
Overview
- Unstructured database, no custom campaign
- Unified, live database; robust campaign tools
- Boosted efficiency; streamlined processes
Tenderloin: Managed Services
Overview
- Unstructured lead conversion and sales process
- Set up data validation and email alerts
- Increased sales productivity by 2X
ReAgg: Managed Services
Overview
- Heavily reliant on manual solutions
- Enacted automations; refined subscription renewals
- New system supports future business expansion
OhMD: Estimated Project
Overview
- Implemented Marketing Cloud best practices
- Resolved lead generation issues in Marketing Cloud
- Automated email campaigns; optimized workloads
Notre Dame (Keough): Estimated Project
Overview
- Absence of lead generation methods
- Modified lead conversion and sales process
- Optimized lead conversion; eliminated manual steps
Meriwether & Tharp LLC: Estimated Project
Overview
- Suboptimal Lead and Upsell management
- Automated renewals and streamlined processes
- Improved forecasting & customer satisfaction