Salesforce Helps a Wellness Company Grow Memberships Across Locations

Industry

Health & Wellness

Services

Salesforce ImplementationMarketing Automation

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsMarketing Cloud Account EngagementBooking integration

Challenge

A wellness company offers innovative meditative experiences across the US to help people manage stress and burnout.

Customer data was spread across booking systems at different locations:

Customer data split across locations.
Manual membership tracking.
Generic marketing.
Limited understanding of customer lifetime value.

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 wellness company's processes and goals.

Booking integration

Bookings and visits sync into Salesforce.

Membership management

Memberships and packages tracked centrally.

Personalised marketing

Automated campaigns based on visit history.

Location reporting

Performance reporting by location.

Wellness Company 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 unified customer view across locations.
Better membership management.
Personalised customer communications.
Clear performance by location.

Wellness Company

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Challenge

A wellness company offers innovative meditative experiences across the US to help people manage stress and burnout.

Customer data was spread across booking systems at different locations:

Customer data split across locations.

Manual membership tracking.

Generic marketing.

Limited understanding of customer lifetime value.

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 wellness company's processes and goals.

Booking integration

Bookings and visits sync into Salesforce.

Membership management

Memberships and packages tracked centrally.

Personalised marketing

Automated campaigns based on visit history.

Location reporting

Performance reporting by location.

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 Helps a Wellness Company Grow Memberships Across Locations

Challenge