Drive and Deliver Innovation with Salesforce Cloud Solutions
An HR-SaaS startup ran disconnected marketing, sales, and licensing across siloed systems. We unified the lifecycle on Marketing Cloud, Sales Cloud, and Experience Cloud.
HR-SaaS Startup
Unified marketing, sales, and licensing on one Salesforce platform
The startup needed to streamline lead generation and conversion while managing onboarding and licensing across multiple touchpoints. Its systems didn't talk to each other — marketing campaigns ran disconnected from sales, workflows were manual, and there was no unified customer portal for license management.
We implemented a full Salesforce ecosystem across Marketing Cloud, Sales Cloud, and Experience Cloud. Social campaigns powered by Clearbit and Marketing Cloud drove prospect-to-qualified-lead conversion, and email journeys in Journey Builder automated lead capture end to end. Sales Cloud was configured with Zoom CTI, the CPQ quoting engine, and DocuSign CLM for contract lifecycle management. A customer portal on Experience Cloud added a custom License Management application and integrated feedback surveys.
- Established a durable pipeline through integrated lead generation across marketing channels
- Lifted lead conversion with automated prospect-to-qualified-lead workflows
- Enabled seamless onboarding and license provisioning through the Experience Cloud portal
- Delivered an end-to-end sales-to-service application with CPQ and DocuSign CLM