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Enabling a 360-degree view of the Customer’s Lifecycle encouraged adoption and additional investment.
Shopmonkey, an auto shop management solution company, was looking to leverage their Salesforce investment to better manage the Lead to Close process as interest grew in their platform. Agency73 helped define and customize their key processes using various Salesforce solutions to provide a consistent customer experience and centralized visibility across the entire lifecycle.
- Re-imagined Lead Processes for organic and SDR driven Sales
- Complex round-robin assignments
- Formalized onboarding process
- Measurable referral process
- Profitable discount approval process
- Survey integration and reportingCalendly integration
The Result
With Agency73’s assistance, we now have consistent customer facing processes, and centralized data to support internal improvements. Confidence in our Salesforce Org accelerated our growth and set a foundation for additional improvements this year.