March 13, 2020

Salesforce Implementation to streamlined the web to lead channels for newsletters, sales and service to map appropriate Salesforce objects.

Salesforce Implementation to streamlined the web to lead channels for newsletters, sales and service to map appropriate Salesforce objects.

Highlights

  • Significant time savings through auto-segmentation of site visitors.
  • Optimized use of agent hours via chatbot FAQs and pre-segmented Leads.
  • Faster record access, manipulation, and creation.
  • Pivotal decrease in follow-up cycle time, enhancing reach to potential seed funders.

Highlights

  • Significant time savings through auto-segmentation of site visitors.
  • Optimized use of agent hours via chatbot FAQs and pre-segmented Leads.
  • Faster record access, manipulation, and creation.
  • Pivotal decrease in follow-up cycle time, enhancing reach to potential seed funders.

Overview

Explore how Salesforce implementation revolutionized web-to-lead channels for a cryptocurrency investment firm, transforming visitor engagement and lead management.

What You Need To Know

Meta 1, a crypto-pioneer, was drowning in manual data processing. Salesforce stepped in to turn their digital tide, automating lead channels and reclaiming precious agent hours.

Why It Matters

In the wild west of cryptocurrency, every second counts. This Salesforce solution didn’t just save time – it gave Meta 1 the agility to lasso potential investors in a skeptical market.

What HIC Did

Salesforce was implemented to streamline web-to-lead channels for newsletters, sales, and service, mapping visitor data to appropriate Salesforce objects and automating key processes.

Overview

Explore how Salesforce implementation revolutionized web-to-lead channels for a cryptocurrency investment firm, transforming visitor engagement and lead management.

What You Need To Know

Meta 1, a crypto-pioneer, was drowning in manual data processing. Salesforce stepped in to turn their digital tide, automating lead channels and reclaiming precious agent hours.

Why It Matters

In the wild west of cryptocurrency, every second counts. This Salesforce solution didn’t just save time – it gave Meta 1 the agility to lasso potential investors in a skeptical market.

What HIC Did

Salesforce was implemented to streamline web-to-lead channels for newsletters, sales, and service, mapping visitor data to appropriate Salesforce objects and automating key processes.

Key Results

45%

Fall in TAT measured for Lead processing

3.2

Jump in promotor score Indicators for case resolution (measured against a 10 Basis-point average)

17%

Reported increase in Engagement and response To inquiries

Key Results

45%

Fall in TAT measured for Lead processing

3.2

Jump in promotor score Indicators for case resolution (measured against a 10 Basis-point average)

17%

Reported increase in Engagement and response To inquiries

About The Client

Meta 1 is a recent, private investment firm with trade and exchanges in cryptocurrencies, with sovereign bank charters in a plurality of jurisdictions for unimpeded transactions.

Using smart contracts for validation, Meta 1 combines consistently well-faring assets like precious metals and fine art bonds aimed at currency appreciation.

Besides this, the trust also hosts a full-cycle, trading platform with its own exchange and trading ecosystem.

About The Client

Meta 1 is a recent, private investment firm with trade and exchanges in cryptocurrencies, with sovereign bank charters in a plurality of jurisdictions for unimpeded transactions.

Using smart contracts for validation, Meta 1 combines consistently well-faring assets like precious metals and fine art bonds aimed at currency appreciation.

Besides this, the trust also hosts a full-cycle, trading platform with its own exchange and trading ecosystem.

Challenges Faced

Despite rapid growth, cryptocurrency remains a nascent field, viewed cautiously by many market watchers, making Meta 1 encounter challenges in

Prior to enhancements, Meta 1 invested over 80 agent hours per week on manual visitor segregation – a slow, error-prone process.

Identifying and responding to potential seed funders was hampered by inefficient data management.

Valuable agent time was consumed by repetitive tasks, limiting focus on high-value activities.

Challenges Faced

Despite rapid growth, cryptocurrency remains a nascent field, viewed cautiously by many market watchers, making Meta 1 encounter challenges in

Prior to enhancements, Meta 1 invested over 80 agent hours per week on manual visitor segregation – a slow, error-prone process.

Identifying and responding to potential seed funders was hampered by inefficient data management.

Valuable agent time was consumed by repetitive tasks, limiting focus on high-value activities.

Challenges Faced

Despite rapid growth, cryptocurrency remains a nascent field, viewed cautiously by many market watchers, making Meta 1 encounter challenges in

They were facing issues with
  • Inefficient Data Processing
  • Prior to enhancements, Meta 1 invested over 80 agent hours per week on manual visitor segregation – a slow, error-prone process.

  • Slow Response Times
  • Identifying and responding to potential seed funders was hampered by inefficient data management.

  • Resource Drain
  • Valuable agent time was consumed by repetitive tasks, limiting focus on high-value activities.

Solutions Offered

To address these challenges,HIC Global Solutions implemented the following Salesforce-based solutions

Redesigned channels for newsletters, sales, and service, mapping directly to appropriate Salesforce objects.

Implemented system to automatically sort data between campaigns, services, and contact tickets.

Introduced lead consolidation, call logging, and integrations for emails, calls, and real-time record manipulation.

Implemented on-site HTML chat to handle repetitive visitor FAQs, freeing up agent time.

Solutions Offered

To address these challenges,HIC Global Solutions implemented the following Salesforce-based solutions

Redesigned channels for newsletters, sales, and service, mapping directly to appropriate Salesforce objects.

Implemented system to automatically sort data between campaigns, services, and contact tickets.

Introduced lead consolidation, call logging, and integrations for emails, calls, and real-time record manipulation.

Implemented on-site HTML chat to handle repetitive visitor FAQs, freeing up agent time.

Solutions Offered

To address these challenges,HIC Global Solutions implemented the following Salesforce-based solutions

The solutions which we offered to them
  • Streamlined Web-to-Lead Channels
  • Redesigned channels for newsletters, sales, and service, mapping directly to appropriate Salesforce objects.

  • Automated Data Bifurcation
  • Implemented system to automatically sort data between campaigns, services, and contact tickets.

  • Agent Toolset Enhancement
  • Introduced lead consolidation, call logging, and integrations for emails, calls, and real-time record manipulation.

  • Live Agent Chat implementation
  • Implemented on-site HTML chat to handle repetitive visitor FAQs, freeing up agent time.

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