Salesforce

For all Q&B sites, we send the data into Salesforce as well as ICE. This is to allow the SDR team to follow up with leads much quicker and improve sales volumes.

There is nothing on ICE/Digitals side for this to work.

The Salesforce integration is built by Coreline and Insync's third party Salesforce consultants - Cloudorca.

The launch of the Salesforce project was managed by Dolly K but involved multiple areas of the business: Kathryn Pragnell & Bruna (Coreline) from Q&B perspective Ollie Parkinson (Marketing) from online tracking perspective Wayde Isaac (Data Analysis) form Salesforce reporting perspective Ian Ross (Director) from overall sponsor Cloudorca (Salesforce experts)

For any future issues/changes required on this, please share with Dolly K prior to starting any work to check all parties want the work done and then liaise with Bruna on the day to day.

Process

When a customer comes onto the Insync brochure site (or landing page) some trasking info is added to the url by Marketing. This data is carried across all changes in url.

When they select the product they need insurance for and click to get a quote, the data is pushed to Salesforce on submission of the form. If the customer is brand new, a lead is created. If the customer already exists in Salesforce an opportunity is created. You can see in the url if they are a lead or opportunity eg http://axis-aesthetic-staging.s3-website.eu-west-2.amazonaws.com/lead/00Q5r0000032gjcEAA < this is the uat url /lead and /leadID

If the customer then continues with the Q&B, after rating and getting their premium, the lead in salesforce becomes an opportunity. This moves them to a different pipeline in Salesforce and changes how they will be picked up by agents.

A customer can only ever be one lead in Salesforce (if they come back again and again, the lead will continue to get updated), however they can have multiple opportunities attached to their lead (eg one for aesthetics, one for clinical, one for covermytools etc)