Loading...
WinklixIT Solution Simplified
Business Units
Winklix integrated ActiveCampaign with Salesforce so marketing and sales teams share the same, up-to-date view of leads and customers.
Contact UsA B2B services company used ActiveCampaign for marketing automation and Salesforce as its CRM.
The two systems were not connected, so sales lacked marketing context and marketing could not see sales outcomes:
The client chose Winklix as its Salesforce partner to design and deliver a better way of working.
Winklix delivered a Salesforce solution tailored to the b2b services company's processes and goals.
Data mapping and sync rules were defined for leads, contacts and activities.
Leads, contacts and engagement data sync automatically between the systems.
Marketing-qualified leads are routed to sales with full engagement history.
Campaign influence on pipeline and revenue is reported in Salesforce.
The engagement delivered clear, practical results for the client:
Facing a similar challenge? Talk to Winklix about what we could build for you.
Contact Winklix
Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider
Read full post
Salesforce Helps an Online Fitness Community Engage and Retain Members
Read full post
Salesforce-Based Case Matter and Document Processing for a Legal Technology Consultancy
Read full post