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360 Resourcing

Pardot Sales Cloud

360 Resourcing

360 Resourcing is a versatile resourcing company that operates in many spaces ranging from tech, advertising and traditional headhunting to much more. They have a huge team of consultants, resources, IT developers and support that helps them provide recruitment strategies and solutions to clients of all sizes.

  • Date

    October 26, 2007

  • Skills

    Sales Cloud, Pardot

  • Client

    360 Resourcing

  • Tags

    ,

Problems and Challenges

360 Resourcing needed to move to a system that makes their business model more sustainable and capable of meeting business needs with improvement in productivity, sales and customer retention.

  • Lack of automation leading to manual processes, manual reporting and insights gathering.

  • Tracking sales and all prior work with excel reports.

  • Double entry required from Engage to Sage.

  • Data governance and validation suspect, potentially capable of compromising data integrity.

Proposed Solutions

  • Migration to Salesforce in a way that is responsive to change required for further development.

  • Complete data migration from the legacy system.

  • Lead, account and contact management from one platform with automated workflows.

  • Opportunities management and integration with marketing.

  • Pardot marketing automation implementation and integration for email marketing and drip campaigns.

  • Customized "Quoting" solution to make the process of quoting less time consuming and more efficient.

Results

  • Increased Sales

  • Improved Customer Retention

  • Efficient and Streamlined Business Activity

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