We worked with HML to deploy the Sales Cloud across their Sales and Marketing operations.

The project ensured HML had complete visibility of their customer interactions and engagement throughout the Sales pipeline.

The multiple systems managing functions such as email or events were consolidated onto the Sales Cloud platform.

Automation also removed the manual entry of data, the most common source of errors – freeing up the team to focus their time on more valuable tasks.

The solution integrates with all of their online channels and email marketing tools, as well as:

  • Tracking relationships & activities
  • Managing distribution lists
  • Recording client data (such as areas of interest or contract history)
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