The customer is a powersports marketplace that connects sellers of used motorcycles, ATVs, dirt bikes, and side-by-sides with buyers. They needed to automate lead follow-up in Salesforce Sales Cloud because lead fields were not auto-updating when customers submitted vehicle details, and teams were sending emails and texts manually.
In this case study, you’ll learn how we:
- Built Salesforce Flow Builder lead routing to standardize lead intake and assignment
- Automated field updates when customers submitted bike, ATV, or vehicle details
- Configured Salesforce automated SMS email lead follow-up for reminders and missing information
- Added validations to improve lead quality and reduce manual errors
