Designing and deploying large-scale CRM and marketing automation systems. From Salesforce integration to orchestrating one-to-one automated campaigns, each setup maximises long-term customer relationships while optimising resources.
Designing the integration architecture between the platform and Salesforce Sales Cloud. Defining CRM object mapping (dealerships, contacts, opportunities) and overseeing REST API development.
Modelling automated trigger scenarios. Email personalisation based on model, age and most relevant dealership (proximity, favourite, previously visited).
Coordinating with the creative team on email template production, writing subject lines and variants, integrating on Brevo and sending proofs. Managing and supervising a project manager during the deployment phase.
Setting up the HubSpot connection, designing user journeys and a marketing automation and nurturing strategy to convert SEO traffic into qualified leads.
Designing an automation strategy to guide the visitor throughout the purchase journey: nurturing sequences, cart abandonment reminders, post-purchase emails and reassurance mechanisms tailored to a high-involvement purchase.
Salesforce, HubSpot, Brevo, automation workflows — let's discuss your CRM setup.