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Revely helps marketers maximize their investment in marketing technology and showcase performance results.

Today’s customer expects a seamless, personalized, cross-channel experience. Marketers must meet this expectation while managing an ever-growing set of tools, technologies, data, processes, and regulations. Revely is a group of passionate marketers, strategists, and technologists that help brands maximize their investment in Salesforce.

Case Studies

Optimized MCAE showcases marketing influence for B2B HealthTech Company

Problem: Out-of-date integrations and inconsistent data processes resulted in an MCAE environment that did not support marketing or sales growth.

Client Contact: Vice President, Corporate Marketing

Delivered Outcomes:
  • Optimized data configuration with technical enhancements
  • Process integration with third-party systems, ex. GoToWebinar, Calendly
  • Automated lead distribution process for improved efficiency
  • Marketing-attribution dashboard and asset performance visibility

Integrated commerce solution provides seamless customer experience for Non-Profit Organization

Problem: Need for online commerce solution that allowed access to educational materials, while eliminating manual processes to support order fulfillment.
Client Contact: Vice President [Agency Partner]

Delivered Outcomes:

  • Dynamic storefront with product visibility variation by user
  • Optimized data framework between critical platforms
  • Reporting infrastructure for order fulfillment and shipping automation
  • Automated customer journey for tracking updates

Strategy and bespoke implementation provides jumpstart for IT Services Company

Problem: Start-up organization without an existing infrastructure required full strategic development and technical configuration to support the business launch.
Client Contact: Owner and CEO

Delivered Outcomes:

  • Sales and service data strategy and process development
  • Complete implementation with custom industry-specific configuration
  • Integration with required third-party systems, ex. Quickbooks
  • Training, and guided paths for internal sales and services users 

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