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Case Study: Effective Lead capture, management and nurture with integrated sales activity


MST solutions provided quick and optimized lead management solution using Salesforce Enterprise Edition and Pardot.

Client Profile

A leading global education provider, which provides study abroad opportunities with an international higher learning experience to students globally.

Region: United States

Industry: Education

Business Needs


Provide an effective solution for implementing an automated flow to achieve lead capturing, segmenting, scoring and nurturing with integrated sales activity.

Business Challenges


The client wanted to optimize the  sales activity in the existing integrated Salesforce and Pardot instance for prioritized leads. From end user stand point they wanted to achieve minimum sync time in sales related activity for the newly captured Leads.

Our Solution

MST solution reviewed the existing integration between Salesforce and Pardot  and suggested to implement effective data capturing to optimize the sales activity.

Next we applied segmentation and scoring for the captured leads to send it to sales users. Segmented and scored leads are synced with salesforce with minimum integration time by fine tuning the automation rules.

Followed by implementing the completion actions like auto-responder Emails to acknowledge the leads of their form Submission and provide them the first hand information of sales representative they will be working with.

Provided content suggestions and carried out Spam analysis with Pardot Multivariate testing to assure the deliver ability of Marketing Emails.

Benefits

Reduced the effort of sales users by optimizing the sales activity.


Newly captured leads are synced with Pardot scoring details with minimum sync time.


Complete flow of lead capturing and nurturing is automated.