One of our client was experiencing significant challenges in their Leads & Opportunities processing workflow. Manual data entry, multiple system hops, and time-consuming approvals were leading to delays, errors, and decreased customer satisfaction
The Solution
To address these challenges, we implemented a Workato-powered automation solution. This involved
The Solution
To address these challenges, we implemented a Workato-powered automation solution. This involved
Integrating key systems
Salesforce is the clients primary sales platform, used to manage customer accounts, track sales opportunities, and forecast revenue. It’s the foundation of clients’ sales operations.
HubSpot manages clients marketing automation, including lead capture, email marketing, and lead scoring, generating qualified leads that are seamlessly passed to Salesforce. It fuels the sales pipeline.
ClickUp facilitates cross-functional collaboration on customer projects after the sales process, ensuring smooth project handoffs and on-time delivery. It helps to deliver the sales promises.
Google Analytics provides valuable insights into website traffic, user demographics, and campaign effectiveness, helping the client to optimize marketing campaigns and target the right audiences through HubSpot.
Legacy database contains historical product data and customer service records, providing a complete picture of customer interactions and enabling personalized support within Salesforce. It’s a valuable archive of customer history.
Automating Leads Queue processing
Automating the processing of Lead assignment and followup of the Lead status
Streamlining approvals
Implementing automated workflows for Queue Reassignment, reducing manual intervention and accelerating the process.
Improving data accuracy
Eliminating manual data entry points to minimise errors and ensure data consistency.
The Result
20% increase in processing the opportunities efficiency
By automating key tasks, we significantly reduced the time required to process the Leads and Opportunities.
Reduced order fulfillment time
Faster Leads assignment led to quicker followups and improved customer satisfaction.
Minimised errors
Automating data entry and validation reduced the occurrence of human error
Increased employee productivity
Freed up employees from repetitive tasks, allowing them to focus on more strategic activities
Enhanced customer experience
Faster order fulfillment and improved accuracy led to a better overall customer experience.
Utilising Workato AI capabilities, we are able to detect Leads from the queuries sent as email or submitted in forms. This had significantly powered our lead generation efforts by automatically identifying and qualifying potential customers, freeing up our sales team to focus on more strategic activities.
Take the First Step Toward Seamless Integration
Contact us today to explore tailored strategies that meet your unique needs. Let’s work together to simplify complexities and empower your business for a brighter, more connected future.
