Salesforce SDR Agent for Smarter Outreach & Email Campaigns
ABOUT THE CLIENT
One of the largest utility rental companies in North America wanted to improve its sales outreach and email campaign management using Salesforce. The company faced challenges in managing follow-ups, tracking engagement and handling initial outreach activities efficiently across sales teams.
THE CHALLENGE
Manual Outreach Effort
Manual effort in managing outreach campaigns slowed sales teams and limited scale.
Engagement Tracking Gaps
Difficulty tracking email engagement and follow-ups across prospects.
Delayed Responses
Delays in responding to prospects at the right time reduced conversion opportunities.
Inconsistent Communication
Lack of consistency in sales communication across reps and campaigns.
Limited Visibility
Need for better visibility into campaign performance and lead activity.
THE SOLUTION - CUSTOMIZED SDR AGENT
Customized Outreach Workflows
Tailored outreach workflows inside Salesforce aligned with the client's sales process and engagement strategy.
Email Campaign Management
Improved email campaign management and tracking, giving sales teams clear oversight of every prospect interaction.
Automated Follow-Ups
Automated follow-up processes for sales teams to ensure timely, consistent prospect engagement.
Seamless Setup
User-friendly setup aligned with the client's existing Salesforce environment no disruption to current operations.
Personalized Communication
Customized email communication styles for prospect outreach to maintain brand voice and relevance.
Automated Responses
Enabled automated responses with requested prospect information for faster engagement turnaround.
Simplified Meeting Scheduling
Simplified meeting scheduling workflows for requirement discussions, reducing friction in the sales cycle.
BUSINESS OUTCOMES
Faster Outreach
Faster and more consistent outreach execution across the sales team.
Better Response Tracking
Improved response tracking for sales campaigns and prospect engagement.
Less Manual Work
Reduced manual work for sales representatives, freeing time for high-value selling.
Lead Engagement Visibility
Better visibility into lead engagement and campaign activity for smarter decisions.
Efficient Communication
More efficient communication between sales teams and prospects.
Activity Monitoring
Better lead activity visibility and engagement monitoring across the pipeline.
TOOLS & TECHNOLOGIES USED
Client
Testimonials
Explore Our Success Stories
Utiliy
Lead Disqualification & Campaign Automation
To improve the efficiency of Sales Development Representatives (SDRs) and maintain high campaign hygiene, we implemented an automated lead disqualification process integrated with the Five9 dialer platform. The objective was to instantly remove unqualified leads based on predefined disposition logic, streamline exception handling for web leads, and provide end-to-end visibility through logging and audit trails. This solution ensures SDRs spend time only on quality leads, enhancing productivity while maintaining a clean, real-time lead pipeline.
Rental
Leading Portable toilet and temporary fence rental services
This case study examines how a utility rental company shifted from a call-centric high touch model to a high-tech online portal, solving understaffed call center issues.The new system improved operations and customer experience, attracting 800-850 new users to the site and pleasing both management and sales teams.