Implementation

With a complex Salesforce instance that had multiple relations with several entities, email capture logic was quite complex. The team also needed to learn the new functionality fast.

1

Syncing data and calendars

The first step was to sync VDA’s Salesforce and Outlook calendars, so all business-related events were automatically saved and mirrored between two systems.

Next, we enabled data and activity capture between email and Salesforce, so that emails, as well as customer data were automatically saved to the proper Salesforce records.

2

Implementing Sales Sequences

Sales Sequences were implemented next, allowing VDA to digitalize and scale customer nurturing processes.

VDA was able to automate customer engagement via highly personalized email campaigns that include merged fields with Salesforce data. Consultants can delegate these email cadences to the support team, allowing them to focus on more mission-critical tasks. The functionality and UI have also proved to be intuitive and easy to use.

3

Deploying Revenue Signals

To scale best practices and playbooks, VDA has configured contextual, actionable notifications to guide consultants and support staff on the next best step when action is required on an existing lead, opportunity, or project.
Once fully deployed, this will provide enhanced customer engagement, stronger relationships, and the ability to provide customers with additional services and value.

VDA wanted to build a superior digital experience for both its agents and customers, and it was able to do so with the help of Revenue Grid.