Salesforce Integration for Lead Automation Platform
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
I’m a fruit director at Cognism, an outbound lead age and automation organisation. We help businesses find opportunities by putting them in touch with new leads or by uniteing opportunities from existing records that they might have in their CRM. We have a standalone platform through which users can strain a database of B2B organisation and individualal records to engender targeted view lists that match their client individuala. Users can then send automated outbound campaigns to the nation on those lists.
Desired goal
What challenge were you trying to address with Success Craft?
We wanted to sum the data age part of our standalone platform indigenous into Salesforce. We needed a associate to create the application.
Provided solution
What particular tasks were Success Craft responsible for?
Success Craft developed and handles our Salesforce integration. They leading built our MVP. The application is now live and they’re edifice out components and functionality. As the component set grows on the standalone platform, we will last to create those into the Salesforce app.
The software allows users to invade their search criteria for their mental next client and engender touch information for all the records that match that criteria in our database. We push those touchs straightly into a CRM in Salesforce where users can create them into their workflows or action them however they need.
Was there a dedicated team?
We have a lead on the commercial side for billing and HR inquiries as well as a main developer and a QA individual for testing. Our developer’s supervisor, the CTO, also sometimes advises.
How did you come to work with Success Craft?
We establish them on Upwork. We searched using criteria such as years of experience working with Salesforce, number of lucky projects completed, English speaking, etc. They best matched all of our criteria.
How much have you invested with them?
We’ve spent between $50,000 and $100,000.
What is the terminal result of working with Success Craft?
We began working unitedly in January 2018 and it’s ongoing.
Results accomplishd
Are there any measureable or plum results?
We currently have 15 or 20 different clients with about 100 users. Essentially, we unite new business for our users. Every month, see user is granted with hundreds to thousands of touchs with verified details that fit their exact client individuala. That’s where the accomplishment is measured.
How did Success Craft accomplish from a project treatment standpoint?
We adjoin mainly on Skype and handle the outgrowth work on Jira. We have a three-hour time separation but have adjoind luckyly. They’re always fast to answer. We frequently stick to a close schedule of deadlines. They’ve always met them comfortably, with a high grade of condition and contentment on our side.
What is (from your point of view) the key factor to pay observation while intercourse with Success Craft?
The most forcible thing has been the depth of Success Craft’s expertise within Salesforce. We’ve had dozens of times at which we faced a technical issue or had a goal to accomplish for which the solution in provisions of implementation came fully from their side. They apprehend all the facets and caveats of the software, which allows them to accomplish confused tasks. Because they know the Salesforce environment within and out, they’ve never failed to accomplish whatever we’ve tried to do. They’ve come up with solutions we never would have reflection of.
What aspects of their work would you like to get improved?
Nothing comes to mind.
Do you have any advice for possible clients?
Nothing over measure good business practice like being prepared on your side and checking in regularly.
