Optimizing lead management and marketing visibility
A clear and connected lead management setup gave the client faster routing, real-time visibility, and better forecasting across global teams. The project brought sales and marketing into one unified flow and reduced manual work at every stage.
Client & product
Our client is a European cloud infrastructure provider known for its fast servers, secure setup, and transparent pricing. The company was founded in 2011 and operates globally with data centers across Europe, North America, and Asia. Their portfolio includes cloud servers, private cloud, managed Kubernetes, managed databases, and storage and networking products. Their services guarantee 99.999 percent uptime and focus heavily on reliability, performance, and strong support for business clients.
As the company continued to grow, both the sales and marketing teams needed more clarity and automation in their Salesforce setup. Lead volume increased, campaign activity expanded across regions, and manual work slowed the teams down. Their team asked us to improve lead handling, reduce repetitive tasks, and give them better visibility into marketing performance and future pipeline.
Business challenge
Client’s teams faced process gaps that affected speed, accuracy, and decision-making:
- No automated way to handle incoming leads;
- Slow and uneven lead assignment;
- Growing manual workload for sales and marketing;
- No simple access to real-time performance data;
- No predictive insights for planning campaign or sales priorities;
- Limited visibility into funnel health across markets.
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Results achieved
Our work created a transparent, automated, and scalable lead management process that supports the company’s global reach.
- Faster lead handling with automated capture and routing;
- Accurate assignment without manual checks;
- Less repetitive work for sales and marketing;
- Better response times thanks to instant Slack alerts;
- Clear dashboards showing funnel, campaigns, and performance;
- AI-based forecasting that helps with planning and resource allocation;
- Higher confidence in data accuracy across teams.
Business impact
A reliable lead management system that matches the client’s global scale
Our solutions
A connected setup powered by Salesforce, Account Engagement, and Tableau
- Sync from Marketing Cloud Account Engagement;
- Validation rules to improve data quality;
- Error-handling logic at the capture stage.
- Salesforce Flows for consistent routing;
- Queue-based handoff for different regions and teams;
- Slack alerts for new and high-priority leads.
- Custom Salesforce dashboards for marketing and sales;
- Funnel and campaign analytics;
- Real-time KPI visibility.
- Tableau dashboards with multi-market trends;
- Tableau Pulse for predictive modeling;
- AI-generated insights for planning and strategy.
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Вулиця Мухоборська 8, Вроцлав, Польща
5 Narva mnt, Таллінн, Естонія
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