Customer Journey Road Map
in Campaign management
Xvise innovative logistics GmbH
Customer Journey Road Map
in Campaign management
Xvise innovative logistics GmbH
Xvise innovativ logistics
As a subsidiary of the Gebrüder Weiss Group, Xvise builds on 500 years of passion and experience in logistics and is one of Austria’s leading logistics consultants. Xvise is a reliable partner for smart logistics, e-commerce and practice-oriented supply chain management.
The challenge
The account and lead management should be structured customer-oriented, under industry-specific campaigns. At the same time, the company processes were to be optimized and implemented in Salesforce.
Step 1
Determining the status quo
We determined the current state of lead/customer management and the company processes and depicted them graphically. In the process, we analyzed the company’s requirements for Salesforce.
Step 1
Determining the status quo
We determined the current state of lead/customer management and the company processes and depicted them graphically. In the process, we analyzed the company’s requirements for Salesforce.
Step 2
Workshop
Customer Journey and
Campaigns Management
Together with the employees from marketing and sales, we put ourselves in the role of Xvise customers and built an industry-specific customer journey as an example. In the second part of the workshop, we developed the requirements profile for campaign management.
Step 3
Salesforce Implementation
The requirements profile was implemented in the Salesforce system. In the course of this, additional parameters for Xvise’s own market analysis were created in the system and built up as data analytics in campaign management. As an extension, the possibility was created to individually plan and execute own customer journeys.
Step 4
Coaching
Finally, the new processes were presented to the Xvise employees. In the course of the training, active campaigns were already launched, individual customer journeys planned and initial evaluations carried out.
Step 2
Workshop
Customer Journey and
Campaigns Management
Together with the employees from marketing and sales, we put ourselves in the role of Xvise customers and built an industry-specific customer journey as an example. In the second part of the workshop, we developed the requirements profile for campaign management.
Step 3
Salesforce Implementation
The requirements profile was implemented in the Salesforce system. In the course of this, additional parameters for Xvise’s own market analysis were created in the system and built up as data analytics in campaign management. As an extension, the possibility was created to individually plan and execute own customer journeys.
Step 4
Coaching
Finally, the new processes were presented to the Xvise employees. In the course of the training, active campaigns were already launched, individual customer journeys planned and initial evaluations carried out.
Conclusion!
The now created possibility to organize the customer journey touchpoints individually in the Salesforce campaigns allows marketing and sales activities to be structured, planned and executed.
Through the new campaign management data analysis, the success of the respective marketing and sales campaigns can be measured and monitored. In this way, Xvise can continue to optimize lead and account management in the long term.