Salesforce Supports Client Management for a Digital Content Agency

Industry

MediaConstruction

Services

Salesforce ImplementationProject Tracking

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlows

Challenge

A digital content agency specialises in content and brand development for construction and renovation businesses.

Client work, proposals and campaigns were tracked across separate tools:

Proposals and projects tracked separately.
Limited view of client relationships.
Manual reporting on campaigns.
Growing client base.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the digital content agency's processes and goals.

Client management

Clients, contacts and history in Salesforce.

Proposals and projects

Proposals linked to projects and deliverables.

Campaign tracking

Campaigns and results recorded for each client.

Reporting

Revenue and project reporting for leadership.

Digital Content Agency solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

A complete view of each client.
Connected proposals and projects.
Simpler campaign reporting.
Scalable client management.

Digital Content Agency

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Challenge

A digital content agency specialises in content and brand development for construction and renovation businesses.

Client work, proposals and campaigns were tracked across separate tools:

Proposals and projects tracked separately.

Limited view of client relationships.

Manual reporting on campaigns.

Growing client base.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the digital content agency's processes and goals.

Client management

Clients, contacts and history in Salesforce.

Proposals and projects

Proposals linked to projects and deliverables.

Campaign tracking

Campaigns and results recorded for each client.

Reporting

Revenue and project reporting for leadership.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Related Case Studies:

Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

Online Fitness Community

Salesforce Helps an Online Fitness Community Engage and Retain Members

Read full post

B2B Services Company

ActiveCampaign and Salesforce Integration Aligns Marketing and Sales

Read full post

Essential

Analytics

Marketing

Salesforce Supports Client Management for a Digital Content Agency

Challenge