InCloudCounsel is the largest global provider focused on automating and enhancing high-volume legal processes.
FRACTIONAL ADMIN SERVICE PROVIDED
- From 2017 to 2018
- Fractional Admin – Standard Package
- Approximately 15 Hrs / Month
- The client was using Salesforce Professional Edition, with many restrictions in automating manual field updates.
- There is a communication gap between Salesforce data and Emails client sends out.
- Web inquiries were handled through email.
- Data silos existed between Salesforce and a legacy system used earlier.
- Within the limited availability of Process Builder, many of the customer’s manual processes were automated.
- Email integration established between Salesforce and customer’s Gmail account.
- The Web-to-Lead process was implemented.
- Data migration was done from a legacy CRM system.
- Sales Rep’s productivity increased by 70% from automation.