IMPLEMENTATION

THE FIRST STEP IN SETTING YOURSELF UP FOR SUCCESS.

First of all—congratulations! If you’re here, that means you’ve either just invested in Salesforce, or you’re about to. Either way, you made the right choice.

And if you’re looking for a partner to implement, you’ve come to the right place. We might be biased, but we believe investing in a partner is mission-critical to maximizing your use of the Salesforce platform, and more importantly—setting you and your team up for success.

When it comes to implementations, we’ve done and seen it all—from companies big and small across all industries. When we say we’re experts, we mean it. We know the right questions to ask, and we leverage our deep technical expertise to give you the right answers.

Account Implementation & Configuration

From the very start, we work through every detail of setting up your account with you to ensure you’re set up for success – including users and roles, domain set-up, IP warming, and naming conventions to ensure long-term success.

Migrations

Leveraging a team of experts and custom in-house technology, we carefully migrate any relevant assets with quality, care, and efficiency.

Data Modeling & Integrations

We work with your team to build data architecture solutions that align to your business objectives.

Customer Experience Assets

We help you get a head start on building all of the assets that contribute to a legendary customer experience – from email templates with dynamic content, to custom preference centers, to journeys.

Training & Enablement

We don’t just leave you hanging once we get you set up. We work with you and your team to develop custom training & enablement plans so you can crawl, walk, or run on your own.

CUSTOMER STORY

A 50% INCREASE IN ENGAGED LEADS THROUGH INTEGRATED DIGITAL CAMPAIGNS.

A global leader in manufacturing and distributing spirits was looking to level up their digital marketing through implementing a CRM-driven advertising program, and partnered with Lev to implement Salesforce Marketing Cloud.

The manufacturer’s primary goal in implementing Salesforce Marketing Cloud was to understand how to best connect the consumer data they had to tangible business outcomes – specifically seeking to optimize not only their lead acquisition process, but their entire customer journey.

Putting the manufacturers and business objectives at the center, Lev implemented Marketing Cloud and helped them leverage Advertising Studio, Email Studio, and Journey Builder to launch their first omni-channel marketing program to promote one of their headlining spirits. Through an optimized Facebook lead-generation advertising campaign, Lev helped the customer launch a summer campaign to acquire and send leads through an automated follow-up email marketing drip campaign to drive product purchases.

Through leveraging consumer data to drive personalization and segmentation, the spirits manufacturer has seen the value of putting the customer experience first, and is now putting more of a focus on their customer experience than ever before. During their 11-week pilot program, they exceeded their initial goal of leads captured by over 50%, and saw open rates ranging from 43-77% in their personalized journey emails.

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