Overview
From scattered records to a single automated flow
What You Need To Know
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.
Why It Matters
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.
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.
Challenges Faced
Bottlenecks slowing every hand-off
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.
About the Company
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.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
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.