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SF- Sales and Marketing team allignment

Industry: Financial Services

SF- Sales and Marketing team allignment

One of our leading manufacturers of industrial and commercial respiratory systems was facing challenges while managing the Sales and marketing work of the business. Technology Mindz after acknowledging the problem decided to provide a centralized solution to manage the sales and marketing activity together with the help of Salesforce Sales Cloud and Pardot integration. This helps with opportunity tracking, lead nurturing, report analysis, email marketing, and KPI reporting.


Sales and Marketing data not in sync. Lack of Sale Insights and reports. Manual marketing operations and processes.


Custom integration of Sales Cloud and Pardot. Centralized platform for managing leads and sales. Automated operations to manage emails,campaigns sales with detailed report generation.


Lead Nurturing Better opportunity and campaign tracking KPI reporting.

The Objective

The client was looking to align the marketing and sales activity so that they can deliver innovative and advanced products to the health industry. Initially, Marketing and Sales were out of sync and its difficult to share the data and quotation. Additionally, KPI reporting and lead nurturing were also a challenge for the customer and they were managing the Sales and marketing in two different ways. Technology Mindz proposed a solution to prepare a centralized solution by implementing Salesforce Sales Cloud that is perfect for B2B marketing automation, lead scoring, and opportunity management.

The Challenges

  • Data was not synced between Sales and Marketing
  • Management of the Sales and Marketing leads in the spreadsheet
  • No sales insight as per marketing data and prospects
  • Impossible to manage multiple sales team across the state
  • The manual emailing process to the prospects
  • Difficult to track the competitors
  • Due to manual management of the marketing leads it is difficult to track the prospect, nurturing leads and sharing the real-time data
  • No efficient way to pass quality leads to Sales Department
  • Lack of centralized reporting
  • The insufficient process to manage the business growth

The Solutions

  • Provided a custom implementation of Sales Cloud to enhance lead tracking and opportunity management.
  • Created a centralized platform to manage the leads of Marketing and Sales in a synchronized way.
  • Provided an integration between Salesforce Sales Cloud and Pardot to create sync between Marketing and Sales
  • Created a system to manage email marketing campaigns
  • Provided a system to generate reporting of the leads and marketing campaigns
  • Created a sufficient way to float the lead’s information between Marketing and Sales Team

The Benefits

  • Efficiency in Leads tracking
  • Centralized and user-friendly page layout
  • Omni-channel lead tracking functionality
  • Pardot helps in automates the lead scoring so that it can help the sales team to understand the lead’s possibility to convert
  • Effective opportunity tracking and KPI reporting
  • Helped in lead nurturing and centralized email templates

The Results

  • Lead Nurturing
  • Better opportunity tracking
  • Transparency between the two teams
  • Campaign tracking
  • Territory management
  • KPI reporting