Outgrowing their functionalityWebInterpret uses Salesforce to manage their customers and lead generation activities, but as the number of customers started to increase dramatically WebInterpret discovered that they weren’t seeing the maximum results of their investment in the leading cloud-based CRM solution. It was determined that in order to continue on their growth plan they needed to streamline many of the sales and marketing processes that were time-consuming and tedious – mainly increasing the speed of recruiting new customers. After coming across OSF’s profile on a popular professional networking website, WebInterpret made the decision to use OSF as a Salesforce partner.
Building a customized solutionStarting with detailed discussions about the requirements and scope of the project, OSF and WebInterpret got right to work determining the specific integrations and automatic triggers that would be implemented as part of their CRM solution. Using an agile development process, OSF started automating specific processes within Salesforce so users spend less time performing manual tasks and are able to nurture and convert leads faster and easier. Integrations with Marketo and Zendesk streamline the marketing efforts and customer support processes to drive efficiency and superior customer service.
Realizing long-term benefitsEquipped with a scalable and powerful integrated CRM solution, WebInterpret has set its sights on exceeding their growth plan. “OSF helped us implement a solution that allows us to focus on converting contacts into customers,” stated Benjamin Cohen, Founder and COO of WebInterpret. “Their expertise enabled us boost the ROI of our Salesforce investment while streamlining important processes. We can now focus more on growing our business knowing that Salesforce is working hard behind the scenes.” WebInterpret now has the technology to support a larger customer base, allowing them to go after smaller customers – a feat that was previously too tedious and costly to achieve.
TechnologiesSalesforce, Marketo, Zendesk
Application TypeCustomer Relationship Management
Teal Brown / Program Manager, Everblue