Creating and customising a Sales Process
Despite no existing pipeline or residents to model a sales process or CRM from, Social Garden took an incremental step by step approach to inform and build out Journal Student Living’s sales engine:
- Conduct a CRM and Marketing Automation platform audit and recommendation. Recommendations were Salesforce CRM and Pardot for marketing automation.
- Conduct a Customer Journey workshop, mapping out the customer consideration and purchasing process to create a framework for the sales process
- Build, customise and integrate four key platforms: Salesforce, Live Agent, Social Studio and Pardot
- Customise Salesforce in order to establish a sales process with automation doing the heavy lifting at every opportunity
Configure custom dashboards and reporting functionalities within Salesforce
Throughout this process Social Garden introduced weekly check-in meetings with Journal Student Living to catch-up on progress and ensure timelines were met.