About Agenci
Agenci is one of the leading co-branding marketing powerhouses in Denmark, designing and printing hundreds of catalogs and brochures for many known brands and across many industries.
Agenci’s mission is to provide the best possible online/offline marketing advice that lives up to the client’s expectations within profile solutions and digital web solutions.
The Challenge
A large part of Agenci’s marketing and sales strategy relies on its skilled SDR team responsible for all the outbound sales.
Adversus, which is Agenci’s dialer platform of choice, supported most of the daily activities. However, on many occasions, there was a need for more seamless collaboration and functionality.
Additionally, many of the initial processes were manual which created operational overhead and had a significant impact on sales.
As a response, Agenci’s leadership has identified a specific need for a solution enabling a high-velocity lead management funnel, and custom-tailored sales process to support the SDR team to close more deals, faster.
Solution
As part of the onboarding process, we have conducted discovery to better understand the current pain points and platforms landscape. Based on the finds we have architected a cross-platform solution, giving the sales teams the needed capabilities.
As initially evaluated, Salesforce Sales Cloud by default addressed over 90% of the initial requirements. For the rest of the requirements, we have made custom no-code configurations, which Salesforce supports out-of-the-box.
As part of the complete solution, we have configured a two-way integration with their outbound dialer software Adversus through Zapier. Additionally, we have enabled the Salesforce Einstein Activity Capture, to enable the integration with Microsoft Outlook.
Finally, we have configured a custom lead management process, and additional reports and dashboards.
To summarize, the entire setup was configured to be able to manage thousands of leads, and many customer data points.
Last but not least, a custom sharing model was defined to reduce time spend prospecting and managing leads.
Results
Onboarding Salesforce Sales Cloud gave Agenci the structure, and versatility to create a high-velocity sales model that works.
As a result, the configured integration reduced the time spent switching through platforms, which helped the team to stay focused and be more engaged.
In conclusion, by onboarding Salesforce Sales Cloud as a central System of Record, we have provided a 360 overview of Agenci’s Leads, Customers, and Pipeline. Most importantly this helped in building stronger relationships and better customer experience.
As we are in the customer experince business, we needed the right platform, data integraitons, and a partner to help us execute and grow. Onboarding Salesforce was the right thing to do, and having Advension as a partner gave us the confidence and insights to make the right decisions.
Zlatan Omerovic – Founder of Agenci