Client
Project

Leveraging Salesforce to give teams a 360-degree customer view with Salesforce, every interaction is personalized, helping to fuel new membership growth.

Disciplines Used
  • Salesforce Development
  • Support & Maintenance
  • Staff Augmentation

THE BACKGROUND

Bond Collective, a luxury workspace provider operating across the US, wanted to upgrade their sales process with a new Salesforce CRM implementation. Having already enlisted the CXR Agency team for support and maintenance, it was a natural next step to expand our team’s footprint to integrate Salesforce into their website conversion funnels and automate the sales process.

THE BACKGROUND

Block Image

THE CHALLENGE

Block Image

THE CHALLENGE

  • Customer billing + payment – Between varying levels of customers, scheduling bills and collecting payments from thousands of accounts, the Bond Collective team’s Salesforce lacked the automation and integrations to make the process easier to manage. Most importantly, customers were unable to pay their bill due to a software bug, requiring immediate assistance from the CXR Agency team.
  • Buggy Salesforce setup – Riddled with issues and error messages, their Salesforce platform had a long backlog of fixes – some of them pivotal to daily sales and business operations. Without sufficient in-house support, they were working with a broken system.
  • Lead management – The conversion funnel was not properly integrated with their website and Salesforce lead manager, meaning they had to waste time manually updating leads and complete tasks individually for each potential client.

THE SOLUTION

With a slew of automations and all the right integrations, this brand new CRM implementation automates the customer journey and client. management – allowing the Bond Collective team to stay effortlessly organized and maximize sales.

THE SOLUTION

Block Image

FEATURES + PROCESS

Full SalesCloud implementation

From the website inquiry form to managing conference rooms to calculating bills and sending receipts, the CXR Agency team included new automations to help save time and build more efficient workflows.

Office management

With 60+ conference rooms and hundreds of office and shared spaces across 12 locations, our developers created a better management system for the Bond Collective team. They can now easily track reservations of conference rooms and office spaces, allowing them to provide a seamless customer experience and give employees more time to spend on growth and business strategy rather than the minutiae of office management.

Zero bugs, full knowledge

After fixing all the known bugs and completing the full integration, our team made sure to record videos and walk the Bond Collective team through their smart new Salesforce setup. As they lack an in-house IT team, we continue to provide on-going support and maintenance so that everything runs smoothly and their team can keep scaling.

RESULTS

With sales and operations supercharged by automation, the team at Bond Collective is able to focus on scaling and keeping clients happy. With our staff augmentation services, the client avoided hiring a full time employee, which would’ve been more than twice as expensive. Our team expertise in Salesforce meant they were able to see immediate results despite the nuances of their industry. They didn’t need to spend the average 3-9 months it takes to onboard and fully ramp-up a new engineer, and they still get the ease of real people with whom they can communicate throughout the week. The CXR Agency team continues to refine the digital backbone of their business as they continue to build out their vision of unmatched commercial office spaces.

Top Arrow