After raising Series A funding, Productboard was ready to take its scaling efforts to the next level. The San Francisco-based company needed to automate and streamline its business and sales processes — including marketing automation — and leverage its client data more effectively. Moreover, Productboard wanted its staff focused on advancing the company’s strategic direction rather than implementing systems and procedures that could easily be achieved through automation. Salesforce’s Sales Cloud & Pardot solutions had Productboard hitting its target goals fast.
1. Integrate Sales Cloud (CRM) and Pardot to align different sales processes in one solution
2. Automate leads-to clients-process in 10 weeks, with leads directly distributed to SRD and AE
3. Use behavior data via backend app for lead scoring segmentation & nurturing campaigns
4. Enhance client profiles with financial details from external databases, social media networks and other sources
5. Automate customer service, quoting and billing
"Enehano was the successful ingredient behind our Salesforce setup. After raising Series A financing, the integration has allowed us to serve many more leads with the same overhead."
Serving 10x more leads with same overhead
Efficiency of lead nurturing campaigns up 60% thanks to backend data usage
Leads-to-clients process freed up company staff’s time by 35%
65% leads were qualified in real time without SDR involvement
400% increase of customer base year on year