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Streamlining Lead Management and Customer Engagement in the construction Industry

Reed's Sprayfoam Insulation specializes in spray foam and injection foam insulation to keep your home comfortable and energy efficient year round. We are also the area’s certified applicator of Icynene.

COMPANY NAME

Reeds Spray Foam

LOCATION

Ohio

INDUSTRY

Professional Services

TECH

Salesforce Sales Cloud, Salesforce Automations, Digital Engagement

THE CHALLANGE

Client sought to enhance lead management, streamline agent tasks, and automate mobile opt-ins for efficient communication, addressing challenges in website-generated leads.

THE SOLUTION

  • Streamlined case management with Salesforce Service Cloud.

  • Deployed Chatbot for automated notifications and agent assignment.

  • Established Manager View for efficient agent management.

  • Custom flows automated reminders, reducing no-shows. 

  • Enabled post-appointment text notifications for follow-up.

  • Implemented custom flows for automated opt-ins, empowering agent-initiated conversations with leads/contacts.

Transitioning CRM programs faced challenges from a prior consulting firm. Yet, our partner's dedication to communication and customer service ensures our success, setting us up for triumph.

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