Salesforce as the single source of truth

The Situation

• Salesforce needed to become the single source of truth for marketing and sales activity.
• Lead enrichment was manual and slowed down first contact.
• Outreach campaigns were not firing automatically based on lead attributes.

What We Built

• Built an automated marketing and lead enrichment platform around Salesforce.
• Integrated ZoomInfo enrichment with a 2-hour sync cycle.
• Triggered personalized campaigns automatically from lead data and attributes.

Results

• Lead data enriched automatically via ZoomInfo.
• Personalized email campaigns triggered automatically.
• Time from lead capture to first outreach reduced to under 2 hours.
• Marketing operations running fully automated with no manual campaign management.

Why It Works

• Salesforce remains the single source of truth for the business.
• The workflow removes manual data entry and delays.
• The automation can scale with campaign volume and lead flow.