Custom CRM Integration

Case Study

Transforming LocalIQ’s Lead Management with a Custom CRM Integration

Client

LocalIQ – A marketing agency under USAToday.com, specializing in helping businesses grow through digital marketing campaigns across platforms like Facebook, Instagram, and more. https://localiq.com/

Challenge

LocalIQ faced a major hurdle in consolidating leads from multiple marketing campaigns into a single platform. Their existing CRM, Sherpa, was a legacy system that was difficult to integrate with modern marketing channels. This led to:

Disorganized lead capture, causing potential revenue loss.

Lack of automated follow-ups, resulting in lower engagement.

No unified tracking, making it difficult to measure campaign performance and ROI.

Solution

We built a custom CRM solution tailored to LocalIQ’s needs, ensuring seamless integration with Sherpa and other marketing channels. Our solution included:

Automated lead capture & follow-ups

Ensuring every lead from campaigns is nurtured.

Lead lifecycle management

Tracking leads from initial contact to conversion.

Quote & order processing

Streamlining sales workflows.

Digital document management

Enabling e-signatures and contract tracking.

Advanced campaign analytics

Providing a 360° view of marketing performance and business impact.

Results

“By modernizing their CRM infrastructure, LocalIQ can now capture, track, and convert leads with ease, ensuring that their marketing efforts drive measurable business growth.”