AdvoLogix Case Study Success with Twopir Consulting

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

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 RingCentral.
• Used Formstack for Intake Management so that Salesforce & Non-Salesforce Users can manage Intake Management.
• Lead to Matter Management Automated with a 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.