Wonderkind is a rapidly growing company using an ever increasing level of targeting for potential candidates based on online-behaviour. Their environment was data-rich and the complex processes accumulated were acting as a brake to their expansion. Our mission therefore led to the improvement facilitation of these processes to help scale up their activities, reach and impact.

Challenge

  • Reporting for sales didn’t provide enough insight
  • New customer onboarding was missing
  • Pardot integration was incomplete
  • No process in place for partner relationship management

Solution

  • Created reports and dashboards for sales team, executives, customer success team
  • Implemented FormAssembly and integrated this with Salesforce to create a new onboarding process; Service Cloud implementation
  • Field mappings, sync error cleanup and lead assignment in Salesforce were configured
  • A separation of Partner record types was implemented for Accounts

Results

  • Executive team had better insights into sales activities
  • Streamlined process caused less friction and there was a faster onboarding for new customers
  • Lead management was significantly improved
  • Improved Partner relationship