08 June, 2017
SalesforcePedersens came to LavaBox to create an automated sales and marketing engine. We leveraged Sales Cloud & Pardot to create an engaging user and customer experience across both the mortgage and property management sides of their business. A great example of Salesforce working in the financial services vertical.
05 February, 2016
SalesforceIt's easy for a CRM to become an expensive cloud-rolodex. CRM systems only deliver on their transformational potential when everyone from CEO to the sales floor are actually using the system in the right way. Below are the keys to getting everyone on the CRM bus from the outset:
More01 September, 2015
SalesforceThink about everything that happens to your customer over their lifecycle with your company. The customer journey from first touch point through to brand advocate is a chasm of complexity covering...
More06 May, 2016
SalesforceYou need a document signed. Maybe it's a contract. A disclosure statement. It could be anything. You attach it to an email and send it to your client. Your client prints it out and completes it. They sign it, scan it, attach it to an email and send it back. You print it and give it to your admin team. They double enter the data back into your system and file it. What a horrendous waste of time.
MoreLevel 2 - 224 Symonds St
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