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There is a possibility that malfunctions may occur

Posted: Wed Jan 29, 2025 5:54 am
by vihije9334@
[BtoB] Case study of Intage Inc. Source: Intage Inc. Intage Inc. provides services such as marketing research and marketing support. The company implemented the CRM systems "Salesforce" and "Synergy!LEAD" to centralize the management of customer data and streamline marketing activities. <Company profile> Company name Intage Inc. Industry Marketing Research Number of Employees 1,170 (as of June 2022) Reasons for introducing a CRM system Until now, the company had been using multiple marketing tools simultaneously because they selected tools for each initiative, which resulted in the following issues: Customer information cannot be centrally managed and is scattered Total system operation costs will balloon Seamless data integration is not possible and operational burden is high You cannot freely set and manage customer data, forms, emails, etc.


The company therefore introduced Salesforce ukraine telegram database and Synergy!LEAD, a CRM system that has the functions necessary for marketing activities, such as form creation and email distribution. Measures taken with the CRM system We integrated the systems so that all customer information and history, which had previously been dispersed, could be managed centrally in Salesforce. We then built a system to automatically link data created on Synergy!LEAD to Salesforce. Synergy!LEAD is equipped with the functions necessary for approaching customers, such as email distribution, inquiry forms, and document downloads.


The data of potential customers acquired and created on the Synergy!LEAD side is automatically linked to Salesforce and centrally managed there. We have realized a series of processes in which marketing measures are implemented based on that data. Benefits gained from CRM system By centralizing customer data with Salesforce and Synergy!LEAD, we were able to significantly reduce the workload of staff in charge of system operation and running costs. With data utilization now being smooth, we can implement measures without time lag and reduce lost opportunities.