- Our Work
- Manufacturing
Account Engagement forms, scoring and a bulk send from Salesforce
Forms that survived a website rebuild, a scoring model that had stopped meaning anything, and a way to push many records to marketing at once.
The problem
A new website was on the way, and the existing contact form did things the agency’s standard form plugin could not. Marketing had noticed lead scores climbing in ways they could not explain. And with automatic prospect creation switched off to control quota, they could send only one lead or contact to Account Engagement at a time.
The approach
I worked with the web agency to keep the custom form. For scoring, I traced how points were actually being added before recommending any change. The bulk send was built natively, so it needed no extra product.
What I built
- Account Engagement forms with address autocomplete and multilingual labels, connected to the new WordPress site
- A scoring audit that found two systems adding points: baseline rules and per-email completion actions
- A bulk send from Salesforce list views, built as a chained background job that stays inside callout limits, with a status on every record
- A footer newsletter signup that posts to a form handler without leaving the page
- Scripts that segment the prospect database into twelve clean-up lists while protecting opt-ins
Outcome
- Sending records to marketing went from one at a time to a whole list in one step.
- Newsletter signup is live on the new site.
- Unexplained score inflation was traced to its two causes, with a reset plan.
Next step
Tell me what is stuck.
A first conversation is 30 minutes with the person who would do the work. You will leave knowing whether I am the right fit and roughly what it would take.