PAST PROJECTS

Effective Consulting

Lead Qualification

Process

Established an integration with Marketo and Salesforce and put forth a lead qualification process. Established when leads migrate into Salesforce and the expectations on sellers to take action. Established reporting mechanism to measure return on marketing investment

Cross Selling

Solution

Auditing this company's pain around user experience and technical debt, we uncovered a highly complex solution and proposed a simplified and effective way to enhance cross selling within the organization using standard OOTB functionality.

Customer Experience

Program

In this project L2R led the execution of 2022 annual CSAT survey and orchestrated a strategy for the customer experience program maturity. We provided a playbook for contact and account management and integrated Qualtrics platform with Salesforce. (attached is the executive summary