Info Services

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Supply Chain & Retail

Unified CRM & CDP Transformation for Enhanced Sales & Marketing at LL Flooring

Client:Our client, a leading specialty flooring retailer, needed an integrated CRM and customer data environment for sales and marketing.

Industry: Supply Chain & Retail

Executive Summary

Sales teams and store agents lacked a professional CRM for lead and opportunity prioritization. Marketing teams had limited personalized email and SMS capabilities and struggled with fragmented customer information.

Client: Our client, a leading specialty flooring retailer, needed an integrated CRM and customer data environment for sales and marketing.

Background

Sales teams and store agents lacked a professional CRM for lead and opportunity prioritization. Marketing teams had limited personalized email and SMS capabilities and struggled with fragmented customer information.

Challenge

The client lacked a systematic approach for managing leads, had fragmented customer information across channels, needed privacy-compliant customer profiles, and could not consistently personalize interactions across website, email, and SMS journey

Strategy

Sales Cloud | Service Cloud | CRM Analytics | Commerce Cloud | Salesforce Voice | Data Cloud | Marketing Cloud | Personalization Studio

Solution Overview

Info Services implemented an integrated CRM, CDP, and Marketing Cloud ecosystem, established a unified Customer ID, introduced CRM Analytics dashboards, integrated Mogli SMS, established a privacy-compliant source of truth for customer preferences, and developed an opportunity-prioritization process.

Enhanced Agent Productivity: Connected communication channels improved agent productivity.
CDP for Insights and Engagement: The CDP became both an insights and customer-engagement tool.
Improved Sales Effectiveness: Data-driven opportunity prioritization supported sales teams.
Personalized Customer Journeys: Smart customer segments supported personalized interactions across the customer value chain.

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IndustrySupply Chain & Retail
Engagement• Enhanced agent productivity through streamlined communication channels • CDP now functioning as both Insights and Engagement tool • Improved sales effectiveness with data-driven opportunity prioritization • Successfully built smart customer segments and personalized customer experiences across the value chain
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