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Case studies/Longart Consulting
Longart Consulting logo
Professional Services — Consultancy · Sales Cloud, Email, web and case capture, Lead Conversion, Opportunity Lifecycle Management

Longart Consulting: Salesforce delivered by Ignyto.

Ignyto implemented Sales Cloud, Email, web and case capture, Lead Conversion for Longart Consulting, a consultancy business.

Region
UK
Industry
Professional Services — Consultancy
Company size
5 Employees

Looking for a Salesforce partner? Ignyto is a Salesforce Summit partner with 115 Salesforce certifications and more than 1,000 projects delivered, working with professional services — consultancy organisations from London, Manchester and Dublin. See what we implement or read all 80 case studies.

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01 — About the customer

Longart Consulting prepares and delivers executive management programmes in various business-related courses at undergraduate as well as postgraduate levels; to consulting business; with particular emphasis on digital marketing, word-of-mouth, or general business advice. Longart Consulting provides strategic research and advice to businesses of all sizes and offer the best in class knowledge of consumer behaviour to help their clients achieve their business objectives.

02 — Requirements and challenges

Longart Consulting needed a tool to manage leads captured through a form on their website. Once qualified, the lead needs to be converted to an Account, Contact & Opportunity.

The ability to manage the opportunity lifecycle & forecasting were also key requirements.

Management needed a way to analyse data to help understand which services were generating the greatest interest and reasons for opportunity losses.

03 — What Ignyto built
  • Setup Website Contact Us form to ensure all enquiries are entered automatically into Salesforce.
  • Conversion of Qualified Leads to Accounts, Contacts & Opportunities.
  • Track opportunities stages
  • Track Sales Targets and Quotas
  • KPI Dashboards
Products implemented
Sales Cloud →
Email, web and case capture
Lead Conversion
Opportunity Lifecycle Management
Reporting and forecasting
04 — What changed

What the platform changed.

01

Setup Website Contact Us form to ensure all enquiries are entered automatically into Salesforce.

02

Conversion of Qualified Leads to Accounts, Contacts & Opportunities.

03

Track opportunities stages

Longart Consulting logo

“For companies like ours, completely new to sales automation and Salesforce in particular, using the system for the first time is daunting. Ignyto guided us through the whole process quite smoothly. Great in customer service and quite knowledgeable.”

Longart Consulting · Professional Services — Consultancy
05 — Integration

Connected to the systems either side of it.

Salesforce rarely stands alone. On this engagement Ignyto connected it to the systems already running the business, so data moves once rather than being entered twice.

Systems connected
Dashboard to track KPIs
Visibility of Opportunity Pipeline
Outlook
How we approach integration →
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