B2B ServicesPlaceholder Client2024
Automated Sales Funnel
From lead to active account without a single hand-off. Placeholder: a fully automated pipeline that nurtures, qualifies and converts leads into active accounts.
0%
higher conversion
0
manual hand-offs
0 days
faster onboarding
01
The challenge
Placeholder: leads fell through the cracks between marketing, sales and onboarding.
02
The solution
Placeholder: one automated journey with status-driven flows, auto-generated contracts and onboarding tasks.
03
The result
Placeholder: a predictable pipeline and a much happier sales team.
How it works
1
Capture
Leads come in from web, events and campaigns.
2
Qualify
Scoring and routing happen automatically.
3
Convert
Quote, contract and signature in one flow.
4
Activate
Account goes live with onboarding tasks ready.
➜ cat package.json | grep stack
"Salesforce""Flow""Marketing Cloud""LWC"
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