AdvoLogix with salesforce.

Challenges:

No Tracking for Inbound Lead which comes through Phone & Website.

Intake Mismangement.

No Lead to Matter Process Exist.

Streamline & Log the Inbound & Outbound Call.

Communication Gap for Reminders & Alerts to customer.

Document Managmement.

Files & Folder Document Storage Managment.

Reports & Dashboards on Marketing Initiative

Solution:

Integrate & Automate Callrail with Advologix to record incoming call.

Setup & Automation Ringcentral for Outbound Call.

Setup Declarative Lookup Rollup Summaries App in salesforce.

Setup Intake Process with the help for Formstack & Salesforce.

Created Custom Automation to create Matter from Lead Conversion.

Setup Mass Mailer App in Salesforce to send targeted emails to customer like Medical Appointement Reminders.

Setup SMS Automation to remind customer like Medical Appointment Reminders.

Setup Conga in Salesforce to generate document in salesforce like Matter File.

Integrate Egnyte App in Salesforce.

Results:

Using CallRail Optimize marketing and increase ROI on PPC, SEO, and offline ad campaigns.

Users can now make and receive calls from the RingCentral.

Used Formstack for Intake Management so that Salesforce & Non-Salesforce Users can manage Intake Management.

Lead to Matter Management Automated with Custom Conversion Process.

Using Egnyte Integration Files will be directly uploaded to Salesforce. Access Salesforce Files Anywhere, with proper permissions.

Using the Mass Mailer app helps to send Targeted emails to contacts, leads, or custom objects within Salesforce.

Using SMS Magic App Send Reminder SMS for Appointments and other business-related activities

Using Conga Composer helps clients in tons of time-saving to create and deliver sophisticated documents, presentations, and reports from Salesforce with just through two Clicks without any margin of error.