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Real Estate and Alternative Investment Prospectus Integration

Real Estate and Alternative Investment Prospectus Integration

Real Estate and Alternative Investment Prospectus Integration

Goal/Problem:

Create a process in Salesforce and an integration with multiple third-party marketing platforms so that clients can be sent marketing materials.

Solution:

We implemented a process utilizing a Lightning Component which made it easy for sales users to select marketing materials (in this case different prospectuses on investments) and send them to prospects and existing customers.

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These print and email marketing materials are compiled and sent out by third parties utilizing software other than Salesforce. We built an integration into each, allowing for constant updates on delivery status right back into Salesforce. Now the client knows which marketing materials were sent to which customers and can market to each customer in a more targeted way in the future. We also built white space reports to show products which have not been marketed to customers. Combined, the ease of use, integrations, and reporting have allowed for a smarter and more streamlined marketing fulfillment process.