The challenge
Implan encountered several challenges with their subscription-based model and customer purchasing processes, including a lack of direction in their Salesforce organization, disorganization of ideas, and implementation of changes without proper assessment. These limitations negatively impacted business operations and were resulting in excessive operational overhead.
The solution
To address the challenges described above, Implan needed to determine which changes would make Salesforce the best product for their needs. They identified multiple items throughout interviews with stakeholders, daily users, and power users. Then, with the help of TechNWeb, Implan prioritized and grouped the changes into certain phases and milestones.
Implan also faced data synchronization and integration limitations with other systems in Salesforce. The platform did not provide solutions for these challenges out of the box, which is where TechNWeb's Salesforce process automation services came into play.
TechNWeb helped Implan overcome the limitations of the initial implementation and enhance its overall data management and customer insights. The service offered several key features, including:
- Improved lead management process. TechNWeb's team analyzed current data transfer methods and identified potential integration changes with HubSpot. The team also implemented vertical lead identification automation, which simplified the work of the Business Development Manager (BDM) and Sales teams.
- Automated data workflows. The solution helped Implan automate data workflows and processes, streamlining their operations and resulting in a 300% increase in efficiency.
- Active account status. An automation was built to streamline the identification of active status on the accounts and contacts. The TechNWeb team used existing subscription data to show the active status in all records.
The outcome
The strategic improvements made by TechNWeb yielded significant results for FloraFlex during Black Friday:
- Revenue increase: Black Friday sales brought in approximately 25% more revenue compared to the previous year.
- Improved page speed: Page speed loading times were reduced three-fold, greatly enhancing the user experience.
- Reduced drop-off rate: The drop-off rate was reduced by approximately 27%, indicating a substantial improvement in user retention and engagement.
Through these targeted optimizations, FloraFlex was able to leverage the expertise of TechNWeb to transform their website into a high-performing, revenue-generating asset just in time for Black Friday.
