About the client
OSM, a global leader in logistics, shipping, and transportation, needed a comprehensive setup within Salesforce CRM to streamline its B2B marketing analytics, lead management, and data security. By implementing end-to-end B2B marketing analytics, OSM achieved a unified view of lead progress across various channels, enabling data-driven decisions for improved customer engagement. To safeguard critical data, Salesforce’s data backup solution was configured, providing a layer of protection against data loss. The setup of dedicated sandboxes facilitated testing and development, ensuring process integrity, while automation for lead conversion and assignment improved response times. Lastly, UI/UX improvements provided a smoother experience for end users, enhancing productivity through optimized page load times and simplified data access.
What we did
- 1
Configured Salesforce B2B Marketing Analytics to offer a complete, real-time view of lead sources, channel performance, and lead conversion metrics.
- 2
Enabled Salesforce’s data backup solution for secure, automatic backups, ensuring data availability and mitigating risks associated with potential data loss.
- 3
Set up multiple sandboxes, including development, testing, and staging environments, to facilitate secure development and deployment of customizations.
- 4
Implemented an automated lead conversion process, along with lead assignment rules, to ensure efficient handling and follow-up for all incoming leads.
- 5
Conducted UI/UX improvements by analyzing page structures and field usage, leading to optimized page layouts and reduced load times for end users.
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The results
*Partnered with Coresolute LLC.
