We facilitated Heise Marketing's contract management and sales processes with Salesforce and MuleSoft, improving workflows and service communication for over 10,000 small businesses.
Imported contracts
Active contracts automated
Heise Marketing specializes in digital marketing for small businesses, working with over 10,000 customers in Latvia. They offer website development, SEO, e-commerce solutions, social media management, and online advertising services, empowering small businesses to focus on their commercial development while delegating their internet marketing challenges to experts. Their service suite includes Google Ads, Facebook Ads, business profile management, and promotional video creation.
Heise Marketing manually managed client contracts and marketing processes, leading to inefficiencies in production workflows. The client needed a system to automate the production for various contract types, integrate their back-office data with Salesforce, and automate their sales processes to serve their customers better. Additionally, they sought to improve task assignments, client communications, and contract lifecycle management.
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Imported contracts
Active contracts automated
This project is ongoing, with continued improvements and support planned for future phases.
Our team implemented Salesforce Sales Cloud, Service Cloud, and MuleSoft to create a fully integrated system that connects Heise Marketing's back-office data with Salesforce. We developed automated contracts management processes, setting up workflows to manage tasks, notifications, and status transitions based on defined criteria.
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