NuVision Auto Glass is a fast growing windshield replacement company that was using Salesforce Sales Cloud. They partnered with Jade Global to implement Salesforce Marketing Cloud to enhance their marketing, referrals, and sales. Jade Global provided QuickStart services, customizations for email handling and the sales reps' homepage, and integrated Ontraport for NuVision's upcoming referrals program. This implementation of Marketing Cloud and integrations with external systems like Ontraport supports NuVision's goal of becoming a Salesforce-powered enterprise.

1. Case Study
©2019 Jade Global Inc. All rights reserved
Jade Global Supports QuickStart Salesforce Marketing Cloud for Auto Glass Replacement
Startup
Products & Services
Client - NuVision Auto Glass
Industry - Consumer Automotive Services
NuVision Auto Glass is the fastest growing windshield replacement and repair company in the United States. NuVision has service
centers in Arizona, Florida and South Carolina. NuVision markets to customers via leading social media channels and engages
with consumers using omnichannel marketing. NuVision is headquartered in Phoenix, Arizona and was founded in 2018.
Business Requirements
Lead Lifecycle
Custom Email Components
Marketing Cloud (QuickStart and
Training)
CloudPages Integration
Ontraport Integration
NuVision leverages Salesforce Sales Cloud. The company began its Marketing Cloud
journey to further enhance marketing, referral, and sales activities. NuVision is a modern
enterprise that uses social selling for consumers who own automobiles which require safety
replacements for windshields. NuVision engages with clients using omnichannel
capabilities and focuses on customer delight as a differentiator and brand value. The
company is using AppExchange 360 SMS App which sends automated triggered/texts to
customers from the Salesforce system.
Jade Global enabled technical integrations for NuVision’s upcoming referrals program to
aid the company as they explore opportunities to address added target market segments
and geographies in 2020. Jade Global provided lead dataflows, stabilized sales rep
assignments, and made data model enhancements for future initiatives.
As NuVision works with consumers, the back-office team requested Person Account
enablement and a simplified method for adding new accounts, with reduced clicks. Best
practices such as checking for an existing customer account before creating a new
account helped NuVision manage a growing demand.
The NuVision founders developed business connections with Jade Global beginning in the
early 2000’s. During the Dreamforce 2018 Conference, Jade Global’s CRM leadership team
offered the co-founders of NuVision a curated set of appointments with AppExchange
partners and product-specific booths to help embrace the culture of Salesforce “Ohana.”
Jade Global extended its Prime Squad community outreach model to help spread Ohana
for important Marketing Cloud and AppExchange product considerations.
Business Requirements
Salesforce Marketing Cloud
Salesforce Sales Cloud®
SMS360 (AppExchange)
Ontraport ® (Channel Management)
About the Client

2. Business Challenges
Channel and Referral Integration
NuVision is growing and capturing market share in select markets through social media and
dropped outbound phone campaigns. Email has become an emerging channel since
implementing the SMS 360 feature. Managing the logistics of replacing safety equipment
on consumer automobiles across the US requires heavy customer communication, and
customers expect businesses to have the right message and context at the right time.
Business Challenges
Email content transition when a
customer prefers to opt out of SMS
Precision in usability on email
interactions (descriptions, conversation
views, etc.)
Sale reps should see all prospect replies
received on their home page
Technical Referral Program integration
with CRM (See Figure 1 Below)
Salesforce
Installation
Complete
API Call to
Ontraport send
over Acc ID, Acc
First Name
Last Name
Phone Number
Email
Landing Page built
in Ontraport with
referrer id embedded
in URL is shared with
friend that has
broken winshield.
Questionnaire and
request call back
on landing page
New lead Added
Ontraport as
contact
Alert referrer
Thank you for you
referrel.
Send API call to
SalesForce.
Alert new lead.
Sale occurs record
updated in
SalesForce
Ontraport
Look up Acc ID
create or update
contact in
Ontraport
In Ontraport
Send Webhook
from Ontraport to
SalesForce to up-
date Ontraport ID in
SalesForce
Webhook
from
Ontraport
SaslesForce record
is updated with
Ontraport
Account ID
In Ontraport
Add contact to
referrer program.
From Ontraport
Email about referral
program with link to
share to get $XXX
per referral
From Ontraport
Text about referral
program with link to
share to get $XXX
per referral

3. Solution to Support a Salesforce-Powered Enterprise
NuVision partnered with Jade Global to advance CRM maturity, explore Marketing Cloud
capabilities, and enable Marketing, IT and Business teams to become more comfortable in
leveraging Salesforce. Jade Global’s QuickStart services helped NuVision get started with a
Salesforce Journey, Automations, and Email Templates to familiarize users with future
activities that NuVision business leaders would operate. Jade Global brought specific
technical skills to address coding tasks outside of the declarative capabilities and
partnered on MVP and iterative builds with Ontraport.
Jade Global provided key customizations around high velocity email handling and
homepage experience building to help NuVision track all conversations in one place. The
Cloud Pages integration and Ontraport dataflow integration allow NuVision to select tools
that best meet the company’s needs for the industry today as well future needs. The
Salesforce customizations and integration supports NuVision’s goal of a Salesforce powered
enterprise.
The NuVision sales team must capture conversational detail at one place so they can go
through information and help prospects become customers. NuVision is hoping to make its
existing customers become referrers for future growth to increase brand building.
NuVision desired a highly personalized and optimized homepage experience for each sales
rep. The company required SMS 360 integration, actionable insights and was looking to take
advantage of the latest Salesforce Lightning capabilities.
Jade Global provides enterprise business application implementations, integrations, software product
engineering, Cloud services, technology advisory, testing, and managed services. We are headquartered
in San Jose, California with U.S offices in Philadelphia, Boston, Los Angeles, San Diego and Atlanta. Jade
Global is an Oracle Platinum Cloud Select partner, Salesforce Silver Partner, ServiceNow Silver partner and
Microsoft Gold partner. We have additional strategic partnerships with Zuora, Dell Boomi, NetSuite, and
Tableau. Jade is a member of the Oracle Cloud Excellence Implementor (CEI) Program and has been
recognized as one of the fastest-growing companies in North America by Inc. 5000.
About Jade Global
www.jadeglobal.com | info@jadeglobal.com
©2019 Jade Global Inc. All rights reserved
Business Value Delivered
Marketing Cloud is now part of NuVision’s core technology stack. Every employee uses
Salesforce in their core daily activities. For example, sales reps handle prospect and
customer communications across the preferred channels of SMS, email, and voice. Sales
reps find the information they need, while customer communication gets pushed to their
homepage. The AppExchange partner SMS 360 fuels selling velocity and process
automation. Configuration and integration for the NuVision referral program is opening a
new customer-centric channel for future growth.
The Solution
Marketing Cloud QuickStart
Web property technical integration
Salesforce and Ontraport process
integration
Simplified VF page for Account creation
The Benefits
Increased Campaign and Lead
alignment
Training on key Marketing Cloud
capabilities
Web Properties integration
Increased visitor and prospect data for
future personalization
Improved access to consumer and
company communications in the sales,
fulfillment and post-installation cycle