- 📍 Location: Australia
- 🏭 Industry: Beauty & Wellness
- 💼 Domain: Lead Management & Appointment Booking
Challenge
The client, a beauty & wellness salon based in Australia, faced significant challenges in managing leads and appointments:
- Manual data entry caused inaccuracies, security risks, and delayed customer responses.
- Appointment booking process was error-prone and unscalable, leading to missed revenue opportunities.
- Lack of integrated systems limited visibility, personalization, and service efficiency.
Solution
We implemented a Salesforce-integrated solution to automate and streamline lead management and booking:
- Web-to-Lead forms and APIs to capture customer data in real-time.
- Automated lead validation, mapping, and tracking for accuracy and faster processing.
- Trigger-based notifications for follow-ups and appointment alerts.
- Improved data accuracy, customer engagement, and reduced manual workload.
Business Impact
The solution delivered measurable improvements in operations and customer experience:
- ✅ Streamlined lead generation and booking.
- ✅ Reduced manual errors and faster response times.
- ✅ Real-time lead capture and alerts.
- ✅ Enhanced customer experience and personalization.
- ✅ Scalable solution driving growth and customer retention.
Tech Stack
Technology:
- Salesforce CRM
- API Integrations
- Workflow Automation
- Web-to-Lead
Cloud: Salesforce Sales Cloud, Integration Cloud
Tools: VS Code, Workbench