Incopro

Posted by: kevin
Category: Case Studies, Pardot, Professional Services, Sales Cloud, Service Cloud

Project Details

  • Region: UK and Ireland
  • Industry: Professional Services
  • Sub Sector: Technology Professional Services
  • Size of company: 160+

About the customer

The rise of ecommerce has given many businesses who had previously been restricted by resources and geography the ability to scale and grow exponentially. But the internet has been left unregulated for too long, so with this opportunity comes increased exposure. Whilst businesses now have access to a global audience, so do counterfeiters, and they’ve used online marketplaces to flog their illegitimate goods. Incopro exists to help Intellectual Property owning businesses protect their rights online.

Business Requirement and Customer Challenges

Incopro needed a technology solution that would help them to track all aspects of their business from marketing to sales to service and their relationships with Customers. Incopro were using a variety of tools to manage this information previously with silos of information held in different locations. They needed a way to consolidate this information and their business processes into one central solution, providing a 360 view of their customers.

Product Overview

Ignyto implemented the following:

  • Pardot/Engage
  • Sales Cloud Enterprise Edition
  • Service Cloud Enterprise Edition
  • Customer Community
  • Live Agent
  • Customised the Lead, Account, Contact, Opportunities, Quotes, Contracts, Activities and Campaign objects
  • Integration between Salesforce and Mavenlink
  • Integration between Salesforce and Outlook

Results

  • Vastly improved and streamlined the sales and business processes, providing a 360 holistic and centralised view of customers
  • Ability to manage and report on sales generated from Campaigns and associated ROI
  • Improved productivity and reporting capability
  • Service Sales increased

Legacy or replaced system

Hubspot, Zoho, Excel and Word documents

Integrations

Mavenlink, Outlook

Length of project (days)

82 days

Quote from the customer

“Ignyto are our trusted advisors and partners when it comes to digitising and automating our business processes.”

Salesforce products implemented

  • Pardot/Engage
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Customer Community
  • Live Agent
  • Knowledge