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Scaling marketing services for 10,000+ customers with Salesforce

From 45,000 migrated contracts to Data Cloud identity resolution and Marketing Cloud Next, Noltic supports every stage of the company’s Salesforce growth.

45,000

Imported contracts

11,000

Active contracts automated

Region:
Company size

Client & product

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 digital marketing challenges to experts. Their service suite includes Google Ads, Facebook Ads, business profile management, and promotional video creation.

Business challenge

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.

As Heise Marketing prepared to expand its marketing operations with Marketing Cloud Next, customer data quality became a key concern. Contact and lead records entered Salesforce from several sources, while potential duplicates were reviewed manually using standard Salesforce duplicate alerts.

Customer relationships also added complexity. A single contact could be connected to several accounts, and the client needed to use these relationships when building marketing audiences. Heise Marketing required a clear Data Cloud architecture that could bring externally prepared golden-record identifiers into Salesforce, create unified individual profiles, and support reliable segmentation.

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Results achieved

  • Uploaded and automated the management of active contracts.
  • Improved task tracking and assignment processes, ensuring agents could monitor their progress efficiently.
  • Facilitated communication with automated email notifications and task reminders.
  • Reduced manual data entry and task creation with custom workflows and automation.
45,000

Imported contracts

11,000

Active contracts automated

Business impact

The first phase of our cooperation gave Heise Marketing a connected system for managing contracts, sales, and service work. The second phase, focused on Data Cloud implementation prepared the company to use unified customer profiles and more accurate audience segments in Marketing Cloud Next.

More efficient contract operations
Automated the management of 11,000 active contracts. Reduced manual data entry, task creation, and status updates. Gave teams clearer control over contract progress and assigned work.
Better sales and customer follow-up
Created structured sales processes with clear opportunity handoffs. Automated reminders and notifications for timely customer communication. Supported regular follow-ups and quarterly reviews for identifying sales opportunities.
Stronger customer data for marketing
Reduced reliance on manual duplicate checks through identity resolution. Prepared unified profiles using data from several sources. Built the foundation for account-based segmentation and Marketing Cloud Next campaigns.
Testimonial
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Our solutions

Our cooperation with Heise Marketing covers several stages of its Salesforce program. We first connected contract, sales, and service operations in one system. The current phase focuses on Data Cloud architecture, identity resolution, and preparation for Marketing Cloud Next.

Contract data migration and management
  • Imported 45,000 contracts from the client’s back-office system into Salesforce.
  • Automated the management of 11,000 active contracts.
  • Set up contract statuses, task rules, notifications, and lifecycle processes.

Sales and service automation
  • Automated task creation and assignment based on contract status.
  • Added email notifications and reminders for sales and service teams.
  • Set up structured Contact Research and Telesales processes with clear opportunity handoffs.

System integrations
  • Connected Salesforce with the client’s back-office database through MuleSoft.
  • Integrated Calendly to support appointment scheduling.
  • Connected Wix and DUDA with existing production workflows.
Salesforce user experience
  • Updated the Salesforce interface to make daily work easier for sales and service teams.
  • Added custom Apex and Lightning Web Components where standard tools did not meet process needs.
  • Introduced Einstein Activity Capture for sales activity tracking.
Data Cloud and identity resolution
  • Designed the Data Cloud architecture needed for Marketing Cloud Next.
  • Advised on bringing golden-record identifiers from an external data process into Data Cloud.
  • Prepared identity resolution rules for creating unified individual profiles.
  • Supported sandbox validation before production use.

Marketing segmentation
  • Planned segments based on unified customer data and account-contact relationships.
  • Prepared Data Cloud audiences for future use in Marketing Cloud Next.
  • Reviewed connection options for an external SQL database.
  • Advised the client on standard Data Cloud connectors and the Ingestion API.
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FAQ

What are the benefits of cooperating with a Salesforce implementation and development partner?
When you hire Salesforce implementation services consultant, you access specialized expertise and relevant background. As a result, you get solutions customized to your requirements and hassle-free implementation with minimum to no risk.
How long does a typical Salesforce implementation take?
The time required for Salesforce tech implementation services depends on various factors, with data volume, Salesforce products implemented, and customization level being just a few of them. Simple projects typically take several weeks, while complex Salesforce mobile app development consulting services may need several months for implementation.
How much do Salesforce app development services cost?
There’s no set answer to this question, as the price depends on the project’s complexity and unique goals. Basic setups may cost around $10K, while solutions with complex integrations and customization may start at $200K. To get a precise estimate of Salesforce product development services, reach out to our experts at Noltic.
What factors influence the cost of Salesforce development?
The cost of Salesforce application development services depends on several factors: the number of users, the specific Salesforce Clouds used, the level of customization, data migration complexity, and the need for third-party integrations. Dev company’s location and team size influence the final price as well.
What happens after the Salesforce implementation is complete?
After successful deployment, Noltic, as your Salesforce implementation services remote provider, assists you with user training and system optimization. We keep improving your CRM for as long as you need it.
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