Transforming Lead Generation & Subscription Growth with Salesforce Einstein AI
Solution Category
Salesforce Sales Cloud
Customer
Lug+Carrie
Industry
EV Subscriptions
Segment
ESMB
Country
Australia
Go-Live Date
Jan 2024
About the Client
Lug+Carrie is an innovative Australian company revolutionizing urban mobility with its e-bike subscription service. Operating in the electric vehicle (EV) sector, the company was looking to scale operations by optimizing lead generation, streamlining appointment scheduling, and enhancing customer engagement.
The Challenge
Lug+Carrie’s growth was hindered by inefficient manual processes across:
- Lead Management – No structured system for capturing or nurturing leads
- Marketing Campaigns – Lack of performance insights for optimization
- Customer Referrals – No scalable referral system to grow subscriptions
- Appointment Scheduling – Manual coordination led to missed opportunities
The company needed a Salesforce consulting partner in Australia to build a data-driven, automated sales and marketing ecosystem.
The Salesforce-Powered Solution
PSAG Technologies, a certified Salesforce consulting partner based in Melbourne, implemented a custom Salesforce Sales Cloud and Lightning solution with the following components:
End-to-End Sales Funnel Automation
A new strategy was built targeting both current and prospective customers with personalized messaging and touchpoints.
Website Integration
The Wombi website was directly integrated into Salesforce, enabling automated lead capture and tracking via Web-to-Lead forms.
UTM Parameter Tracking
Implemented across all campaigns to deliver granular marketing performance insights, enabling continuous optimization.
Refer-a-Friend Campaign
A fully automated referral system encouraged organic growth from existing subscribers.
Calendly + Salesforce Integration
Seamless automated appointment scheduling boosted operational efficiency and customer satisfaction.
Technologies & Tools Used
- Salesforce Sales Cloud – CRM and sales pipeline automation
- Salesforce Lightning – Enhanced user experience and faster workflows
- Calendly – Automated meeting scheduling
- UTM Tracking – Campaign performance optimization
- Web-to-Lead – Real-time lead capture
- Stripe – Payment processing and subscription management
Business Outcomes
- 2X growth in qualified leads
- 40% increase in organic subscriptions via referrals
- 60% reduction in appointment scheduling time
- Enhanced marketing ROI with real-time data insights
“With PSAG’s support in deploying Salesforce, we have transformed how we capture leads, engage customers, and drive subscriptions. The automation and data insights have significantly boosted our marketing performance and operational efficiency.”
Why Choose PSAG as Your Salesforce Partner?
PSAG Technologies is a Salesforce consulting company in Australia known for delivering measurable results through customized Salesforce implementation services.
With deep expertise in Salesforce Sales Cloud, marketing automation, and lead nurturing strategies, we help ESMBs like Lug+Carrie scale faster and smarter.
PSAG Technologies is a Salesforce consulting company in Australia known for delivering measurable results through customized Salesforce implementation services.
Melbourne-Based. Globally Equipped. Salesforce Certified Team.
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