Overview
Discover how the team of HIC Global Solutions optimized Salesforce functionality for Premiere Homecare Services, focusing on lead and accounts management.
What You Need to Know
The client of Premier Homecare Services wanted to enhance their Salesforce system for better lead management, account differentiation, reporting, and integration with Google Workspace.
Why It Matters
Lead management and Google Workspace integration are imperative as they enhance operational efficiency and boost customer engagement. These strategies collectively help in fostering business growth.
What HIC Did
HIC Global Solutions optimized Salesforce capabilities in the Premiere Homecare Services by integrating Google Workspace for seamless calendar and task management.
Overview
Discover how the team of HIC Global Solutions optimized Salesforce functionality for Premiere Homecare Services, focusing on lead and accounts management.
What You Need to Know
The client of Premier Homecare Services wanted to enhance their Salesforce system for better lead management, account differentiation, reporting, and integration with Google Workspace.
Why It Matters
Lead management and Google Workspace integration are imperative as they enhance operational efficiency and boost customer engagement. These strategies collectively help in fostering business growth.
What HIC Did
HIC Global Solutions optimized Salesforce capabilities in the Premiere Homecare Services by integrating Google Workspace for seamless calendar and task management.
About the Client
Premiere Homecare Services, headquartered in Toronto, specializes in personalized in-home care services. They support the elderly and assist those with short-term injury and respite care.
Their team of compassionate caregivers offers various services like personal care, companionship, and so on. The client’s end goal is to ensure professional, reliable, and empathetic care to every individual.
About the Client
Premiere Homecare Services, headquartered in Toronto, specializes in personalized in-home care services. They support the elderly and assist those with short-term injury and respite care.
Their team of compassionate caregivers offers various services like personal care, companionship, and so on. The client’s end goal is to ensure professional, reliable, and empathetic care to every individual.
Challenges Faced
The client wanted to optimize the Salesforce setup for effective lead management, and comprehensive reporting; however, unable to do that. Below are the specific challenges the client faced.
Lead Management
The client wanted a field to record the birthdays of the lead for marketing purposes and required alerts or reminders to take action on leads.
Accounts Management
They wanted to enable personal accounts management in Salesforce and needed to differentiate between B2C leads and B2B contacts.
Google Workspace Integration
Without the Google Workspace integration, there was difficulty in managing calendar dates, appointments, events, and other crucial tasks.
Challenges Faced
The client wanted to optimize the Salesforce setup for effective lead management, and comprehensive reporting; however, unable to do that. Below are the specific challenges the client faced.
Lead Management
The client wanted a field to record the birthdays of the lead for marketing purposes and required alerts or reminders to take action on leads.
Accounts Management
They wanted to enable personal accounts management in Salesforce and needed to differentiate between B2C leads and B2B contacts.
Google Workspace Integration
Without the Google Workspace integration, there was difficulty in managing calendar dates, appointments, events, and other crucial tasks.
Challenges Faced
The client wanted to optimize the Salesforce setup for effective lead management, and comprehensive reporting; however, unable to do that. Below are the specific challenges the client faced.
They were facing issues with
- Lead Management
- Accounts Management
- Google Workspace Integration
The client wanted a field to record the birthdays of the lead for marketing purposes and required alerts or reminders to take action on leads.
They wanted to enable personal accounts management in Salesforce and needed to differentiate between B2C leads and B2B contacts.
Without the Google Workspace integration, there was difficulty in managing calendar dates, appointments, events, and other crucial tasks.
Solutions Offered by HIC Global Solutions
Optimized Lead Management with Automated Integration and Personalized Marketing
Developers at HIC created a birthdate field on the Lead Object and added it to the Contact Object’s page layout to create personalized marketing campaigns. They also automated tasks and alerts for new leads to take prompt action.
Enhanced Account Management with Person Accounts and B2B/B2C Segmentation
Enabled Person Accounts in Salesforce and created a Birth field on the Lead Object to effectively differentiate between B2B and B2C leads.
Seamless Workflow Management with Google Workspace
With the help of Einstein Activity Capture, the team of HIC Global Solutions integrated Google Workspace for syncing calendar events, appointments, and tasks. The end goal is to ensure seamless workflow management.
Solutions Offered by HIC Global Solutions
Optimized Lead Management with Automated Integration and Personalized Marketing
Developers at HIC created a birthdate field on the Lead Object and added it to the Contact Object’s page layout to create personalized marketing campaigns. They also automated tasks and alerts for new leads to take prompt action.
Enhanced Account Management with Person Accounts and B2B/B2C Segmentation
Enabled Person Accounts in Salesforce and created a Birth field on the Lead Object to effectively differentiate between B2B and B2C leads.
Seamless Workflow Management with Google Workspace
With the help of Einstein Activity Capture, the team of HIC Global Solutions integrated Google Workspace for syncing calendar events, appointments, and tasks. The end goal is to ensure seamless workflow management.
Solutions Offered by HIC Global Solutions
The solutions which we offered to them
- Optimized Lead Management with Automated Integration and Personalized Marketing
- Enhanced Account Management with Person Accounts and B2B/B2C Segmentation
- Seamless Workflow Management with Google Workspace
Developers at HIC created a birthdate field on the Lead Object and added it to the Contact Object’s page layout to create personalized marketing campaigns. They also automated tasks and alerts for new leads to take prompt action.
Enabled Person Accounts in Salesforce and created a Birth field on the Lead Object to effectively differentiate between B2B and B2C leads.
With the help of Einstein Activity Capture, the team of HIC Global Solutions integrated Google Workspace for syncing calendar events, appointments, and tasks. The end goal is to ensure seamless workflow management.
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