SAN FRANCISCO, CA – Apr 4, 2018 – LiveFit Gym Wellness Clubs are conveniently located in San Francisco, offering convenience to their neighbors to workout at a community wellness club. They also offer affordable chiropractic, acupuncture, massage, personal training, Aveda Facials and waxing and synergistic exercise classes.
LiveFit Gym needed a platform that could be implemented into their web-service enabling them to track membership purchases by type and duration. To assess LiveFit’s needs Cloud Creations conducted conference calls and screen-sharing strategy sessions to discuss field creation, to better understand LiveFit’s business processes and requirements, and to provide advice and guidance on the best approach for LiveFit’s Salesforce set-up.
Cloud Creations began Live Fit’s Salesforce implementation with the development of a Web to Lead HTML form that could display 10 Salesforce fields on their server. This HTML form was then emailed to Live Fit for placement on their website. Formatting of the Web to Lead form was completed by Live Fit’s web developer.
Any type of Web to Lead HTML integration allows users – if they desire – to automatically generate up to 500 leads per day with the prospecting data gathered by visitors to their company website. With the set-up of Web-to-Lead HTML, Salesforce captures prospects who provide contact information, further allowing users to also redirect prospects to other web pages and Salesforce fields and objects that are critical to campaign success.
Further enhancing Live Fit’s Web to Lead integration Cloud Creations configured a total of 70 default fields, created 25 non-formula custom fields (for a total of 95 fields) in Leads, Accounts, and Opportunities for Live Fit. Cloud Creations also modified and configured native Salesforce elements such as: page layouts, list views, search layouts and filters, lead conversion mapping, object and home tab layouts – default and custom, as well as lookup field layouts on Leads for Live Fit.
To finalize Live Fit’s Salesforce project Cloud Creations conducted one hour of custom web-based training reviewing: tabs, lists, objects, fields, and all other important Salesforce elements. Testing was performed to ensure that all configurations, data, and automated processes met contractual requirements.