Automating Lead Allocation for a Global Event Management Company
A global event management firm faced delays due to manual lead processes. Our AI-optimized Salesforce solution automated lead allocation, improved data accuracy, and reduced turnaround time by 50%, setting the stage for scalable growth.
Background
A global event management company, headquartered in the US, delivers end-to-end event solutions, from registration to post-event follow-ups. With a diverse clientele across industries and company sizes, their operations hinge on capturing and nurturing leads effectively at every stage of an event lifecycle.
Despite their scale and reputation, lead allocation and follow-up processes remained largely manual, slowing down conversion cycles and introducing costly human errors.
Challenges
As event volumes grew, so did the complexity of managing lead data. Key pain points included:
Manual Lead Handling: Lead allocation and follow-ups required human intervention, which led to delays and inconsistencies.
Data Integrity Gaps: Misrouted or untracked leads hampered reporting accuracy and follow-through.
Lack of Automation: Existing tools lacked the flexibility and logic needed to automate allocation based on dynamic event parameters.
This was impacting not just internal efficiency, but also the client's ability to act quickly on high-value leads post-event.
Solutions
To address these bottlenecks, our team built a custom Lead Allocation Engine within Salesforce, fully optimized for automation, scale, and business-specific logic.
Workflow Automation: Implemented Salesforce Workflow Rules to eliminate manual steps and enable auto-routing of leads based on event types, geography, and sales ownership.
Salesforce Flow Builder Optimization: Developed and fine-tuned Flows to manage complex branching logic in lead distribution.
Tailored Configuration: Customized Salesforce objects, fields, and layouts to mirror the client’s operations and ensure clean, structured data capture.
AI-Enhanced Efficiency: Our AI engineers supported the optimization of rule-building and flow configuration to reduce build time and increase logic accuracy.
Rigorous QA: Developed Apex test classes and executed unit tests to ensure system resilience and data reliability across workflows.
Impact
The result was a future-ready automation engine embedded into the client’s Salesforce ecosystem:
50% Faster Lead Allocation: Significantly reduced response time post-event, improving engagement with prospects.
Improved Data Integrity: Automated routing reduced errors in assignment and tracking.
Streamlined Lead Management: Integrated seamlessly with existing event processes, making operations smoother and faster.
Scalable Infrastructure: Built to evolve with the client’s growing event portfolio and lead volume.
By eliminating manual dependencies and embedding intelligence into the lead lifecycle, the client gained not just efficiency, but confidence in their data and processes..
Salesforce Platform: Flow Builder, Workflow Rules, Apex Customization: Salesforce Object Manager, Lightning App Builder Testing & QA: Apex Test Classes, Unit Testing Project Management: Agile Methodology Version Control: Git AI-Driven Optimization: AI-assisted logic modeling and development efficiencyWe blend Salesforce expertise with AI-powered delivery to help you move faster, cleaner, and smarter
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