Client Love

The More We Elevate Your Success, The More We Elevate Ourselves

Websites

Case Study

Salesforce integration

  • We initially looked to the Salesforce implementation team to set us up with the facility to import the information directly from our Contact Us form from our website to the Lead of the Salesforce system.

Solution

  • All customer enquiries received are now automatically loaded as a lead in Salesforce. An e-mail is sent to the Sales e-mail address for allocation and with the file attachments. The file attachments are also loaded into a folder on our Dropbox account to ensure backup of these files. When our estimator receives the enquiry the customer information is already in Salesforce for them to proceed with the quotation.
We have always found MerlinFX very helpful with our website and finding ways to improve its functionality. We would recommend MerlinFX to any business wanting innovative web design and management. Daniel worked with us every step of the way and we worked through any problems to find a solution we were happy with.
Sandra Skelly
Comfort Heat

Workshops

Case Study

PDF Management

  • We had to go through and search for each PDF that was being changed and then update each link manually to the new PDF file. The process was very time consuming and repetitive. There was also a risk of missing a link and ending up with the wrong information being on the website.

Solution

  • All customer enquiries received are now automatically loaded as a lead in Salesforce. An e-mail is sent to the Sales e-mail address for allocation and with the file attachments. The file attachments are also loaded into a folder on our Dropbox account to ensure backup of these files. When our estimator receives the enquiry the customer information is already in Salesforce for them to proceed with the quotation.
Just further to my email, we have been really impressed with the support you provide and whenever anyone asks me about MerlinFX, I can only say the how good your company is. It gives me peace of mind to know also that my team members really like dealing with you. So thanks again.
Hercille Braid
Marketing and Communications Manager (Club Plus Super)