Self-Registration Flow
Partnered with Marketing and Engineering to build a self-registration flow connecting Salesforce, Ordway, and the application, opening a low-touch acquisition path for smaller customers.
Problem
SalesRabbit's sales process required every new customer to go through a traditional, sales-assisted motion — including smaller customers who didn't need that level of touch.
Full problem context, including conversion impact and scale, is pending and will be added here.
Approach
Partnered with Marketing and Engineering to design a self-registration flow that let smaller customers sign up without going through the traditional sales process.
Built the operational and data flows connecting Salesforce, Ordway, and the application to support the new motion end to end.
Technical depth
- Cross-system integration: Salesforce, Ordway, and the product application
- Operational and data flows supporting a low-touch acquisition motion
- Integration architecture, trigger logic, and edge-case handling to be documented.
Outcome
Quantified outcome (conversion lift, new-customer volume, time-to-activate) is pending final numbers.