Qui Comfort by Sècura Italia S.r.l. is a company based in the province of Salerno, specializing in energy efficiency services and renewable energy solutions.
The company provides installation services for air conditioners and boilers, and offers a variety of products, including photovoltaic systems, air conditioning units, boilers and heat pumps, water heaters, and dehumidifiers.
Management of leads from Facebook campaigns using poorly optimized Excel files.
Time wasted contacting leads that were not aligned with the business target, without proper pre-qualification.
The online shop on the website is underutilized, outdated, and not aligned with the products available.
Monitor sales negotiations, analyze performance, and capture leads from campaigns.
Optimize lead pre-qualification through email, reducing unnecessary calls.
Import product data from the online shop into Salesforce to create offers aligned with the e-commerce catalog.
We created a shared opportunity pipeline with the sales team to track the status of negotiations and add any commercial notes.
We developed an integration between WooCommerce (the site’s shop) and Salesforce, in collaboration with an external team. This integration allows products and associated images to be imported continuously into the system, ensuring up-to-date product data in Salesforce.
We created multiple marketing journeys in Marketing Cloud, aligned with the client's Meta Ads campaigns, to further pre-qualify incoming leads.
These journeys include a contact form for gathering additional, detailed information compared to the native Meta Ads forms.
The goal is to reduce the number of phone calls the client must handle to determine whether a lead is genuinely interested in the company’s products.
Based on the project's goals and the company’s characteristics, the project team identified the best implementation solutions to maximize the potential of Salesforce tools.
We developed the project through weekly SALs (Status Update Meetings), maintaining constant alignment with the client for quick and direct feedback throughout the project’s evolution.
After implementation, we created comprehensive project documentation to ensure that all users could easily understand and follow the implementation logic.
Upon project completion, we conducted an extensive training session on using Salesforce tools customized to the company’s needs.
Sales Cloud
Sales Cloud offers all the necessary tools to manage the business. It enables lead generation, managing ongoing sales opportunities, nurturing relationships with existing accounts, forecasting revenue, setting sales territories, and organizing sales teams.
Marketing Cloud
Marketing Cloud is an all-in-one platform that enables the creation of personalized campaigns, precise audience segmentation, workflow automation, and performance analysis. By integrating various communication channels, it enhances engagement and fosters customer loyalty, while facilitating effective collaboration between marketing teams.
Track Sales Negotiations
Centralize sales negotiations, extracting insights and identifying success patterns.
Integrate Marketing Channels
Integrate marketing advertising channels with Salesforce to capture incoming leads.
Import Customer Data
Import all historical customer data into Salesforce to build a comprehensive customer database.
Import Product Data from the Online Shop
Import product data and associated images from the site’s shop into Salesforce, creating customized quotes for customers.
Track Quotes Progress
Monitor the progress of submitted quotes using a dedicated pipeline.
Training
We provided in-depth training to the company on how to effectively manage negotiations and optimize the use of Salesforce tools.
Link Marketing Cloud to CRM
Link Marketing Cloud to Salesforce CRM to create aggregated user segments based on leads coming from ads.
Identify Journeys
Identify relevant journeys based on active Meta Ads campaigns.
Create Pre-Qualification Forms
We designed contact forms to be included in email templates, aligning with the data fields requested by the client.
Develop Marketing Journeys
Build journeys for each of the client’s advertising campaigns, triggered when a lead enters Salesforce.
Training
Provide training on marketing automation and Marketing Cloud tools
We created Marketing Cloud journeys aligned with the client’s advertising activities:
Photovoltaic Systems:
A journey specifically for pre-qualifying users interested in the installation of photovoltaic systems.
Shop Products:
Various journeys dedicated to understanding customers' actual needs regarding the products promoted through the advertising campaigns.
Additionally, we imported the products from the website shop, along with their images, into Salesforce:
Centralized Product Management:
The active integration ensures that products are continuously updated in Salesforce even after changes on the website
Customizing Quotes:
The integration also imports product images, essential to create dynamic quotes that visually display the requested product.
Il team Tech ha aiutato Qui Comfort by Sècura The Tech team helped Qui Comfort by Sècura Italia S.r.l. centralize the leads coming from advertising campaigns, enabling the sales team to manage contacts autonomously.
The team also optimized the management of the product shop and customized quote handling by importing products and images.
Finally, through the creation of conceptually connected journeys for Meta Ads campaigns, we developed high-performing lead pre-qualification flows that streamline and reduce the effort the client faces in managing commercial negotiations.
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