Automating marketing, service, and sales operations for Heise Marketing

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.

• 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.

• Enhanced productivity by automating contract lifecycle management, allowing the company to manage a larger volume of contracts easily.
• Improved sales agent efficiency with structured processes, leading to more successful opportunity creation and follow-up.
• Enabled better customer engagement through quarterly business reviews (QBRs) and regular follow-ups, driving potential upsell opportunities.

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.

• Enabled seamless data transfer from their extensive back-office database to Salesforce with MuleSoft integration;
• Automated task creation and assignment based on contract status, with notifications triggered at each stage.
• Integrated Calendly for automated scheduling and accelerated the sales process with predefined steps for Contact Research and Telesales, ensuring a smooth opportunity handoff.
• Modified the Salesforce UI for better usability and performance.
• Introduced Einstein Activity Capture to help track and manage sales activity.
• Implemented integration with Wix and DUDA to enhance the existing workflow.