Case Study

“

Team is very professional & helped us design and implement the solution efficiently. They have good knowledge of Advologix. We were very impressed by their attitude, flexibility and flawless execution.

– Alex , Attorney – Law Firm


AdvoLogix with salesforce.


✓ Legal Matter Management
✓ Setup CallRail
✓ Integrate RingCentral
✓ Setup Egnyte Document Management
✓ Integrate Conga Composer

✓ Integrate Mass Mailer
✓ Integrate SMS Magic App
✓ Automation

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

Solutions :-

 

  • 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.