Project: Salesforce Sales Cloud Automation for “Texas B2B” πΌ
Challenge: A major Texas B2B service company struggled with manual lead assignment and slow pipeline updates in Salesforce. Epik Funnel’s Solution: Engineered sophisticated Apex triggers and custom objects to automate lead scoring, routing, and reporting in real-time for their sales team.
Key Performance Indicator: Increased sales team efficiency by 30%, resulting in a 15% acceleration in the Opportunity close rate.
Project: HubSpot Marketing-to-Sales Sync for “NY SaaS” π
Challenge: A New York SaaS provider had fragmented customer data between their marketing platform and their primary sales CRM (non-HubSpot). Epik Funnel’s Solution: Implemented a two-way synchronization via middleware, ensuring lead activity and demographic data were instantly unified across both systems.
Key Performance Indicator: Achieved 99.9% data integrity between platforms and increased the speed of Marketing Qualified Lead (MQL) handover by 55%.
Project: E-commerce Order Flow Integration for “Retail Florida” π¦
Challenge: A national e-commerce brand needed their shopping cart data (Shopify) to instantly update customer records for service and retention teams in their CRM. Epik Funnel’s Solution: Developed custom integration points to capture purchase history, average order value, and product preferences directly into the CRM contact profile.
Key Performance Indicator: Enabled hyper-personalized post-purchase campaigns, leading to a 20% lift in repeat customer revenue (LTV).
Project: CRM to Automation Link for “Tech Washington” π€
Challenge: A Washington-based technology company’s marketing automation tool (Marketo) wasn’t accurately reflecting lead status changes from the sales pipeline in the CRM. Epik Funnel’s Solution: Built robust synchronization logic to ensure sales activities in the CRM immediately triggered or paused nurture campaigns in the marketing automation system.
Key Performance Indicator: Reduced marketing outreach to active sales opportunities by 90%, preserving pipeline quality and achieving a 12% boost in sales acceptance rate.
Project: Custom API Integration for “Finance Chicago” π οΈ
Challenge: A specialized Chicago financial firm needed their proprietary legacy system to communicate seamlessly with a modern cloud-based CRM. Epik Funnel’s Solution: Developed secure, bespoke API connectors to facilitate real-time data exchange, standardizing data formats and ensuring system compatibility.
Key Performance Indicator: Eliminated manual data entry entirely, saving the operations team 40+ hours per week and resulting in zero critical data errors in Q4.