Portfolio

A Leading Document Filing company, involved in the business of helping small business owners in document filing needs such as incorporating their businesses, LLC's, compliance, foreign qualification filings throughout the USA, approached Technigent for their Sales and Marketing Automation requirements. The company wanted a complete revamp of their existing system so that they could automate communication with their leads and convert them to orders, tracking order life cycle from lead to fulfillment, history of their communication with clients, accountability for staff members.

Technigent, a business solutions company, assessed client’s business needs and environment and proposed a solution that would help senior executives define, track and monitor Email Campaigns and Sales lifecycle. Existing system did not provide useful tracking information of email campaigns at the client. Technigent analyzed the existing email communication rules defined in Sales force and proposed a solution that leveraged a 3rd party tool Constant Contact as the email marketing engine. We designed a developed a solution that would sync every single Lead record, Campaign record and relationship between Lead and Campaign from Sales force to Constant Contact. Business rules were re-written so that Leads would be associated with Campaign based on qualification by the rule and email triggered to the Lead. Not only this but critical information regarding number of Emails Opened, Forwarded, Link Clicks, and Spam etc would be pulled back into Sales force and displayed at the individual Lead record level

After Deployment of this solution, the Marketing department does not have to individually communicate with the lead, and can focus their time in developing better Marketing Content and better define their business rules. Reports are now available that show which campaigns are most effective in converting Leads. The company is looking forward to Phase II deployment.