Data Quality issues, bad address data impacting patients/families’ outreach.
Implemented a custom solution to clean up US and Canadian addresses using zip codes to improve data quality.
Org had a lot of duplicate household data that was impacting overall campaign outreach.
Developed a custom solution with combination of real example rules to identify duplicate records and merge the information (for household accounts and contacts).
Needed assistance with admin support and Classic to Lightning migration.
Migration to Lightning Experience,trained the users on the new lightning features and capabilities, implemented Salesforce Inbox, and provided Admin Support.
Pain Point : Data Quality issues, bad address data impacting patients/families’ outreach.
Solution : Implemented a custom solution to clean up US and Canadian addresses using zip codes to improve data quality.
Pain Point : Org had a lot of duplicate household data that was impacting overall campaign outreach.
Solution : Developed a custom solution with combination of real example rules to identify duplicate records and merge the information (for household accounts and contacts).
Pain Point : Needed assistance with admin support and Classic to Lightning migration.
Solution : Migration to Lightning Experience,trained the users on the new lightning features and capabilities, implemented Salesforce Inbox, and provided Admin Support.
Company Overview: The company is a global leader in providing technology solutions, specializing in data security, privacy compliance, and tailored software solutions for various industries. As the business operates across multiple regions, it recognized the need to enhance its pricing strategy to stay competitive and maintain operational efficiency. The company wanted to address the challenges […]
For businesses managing subscription-based products, automating revenue schedules in Salesforce transforms efficiency and accuracy. This case study explores how a media company improved revenue tracking by automating these schedules. By focusing on automation, Astreca’s certified Salesforce consultants helped the company solve multiple pain points and elevate its financial reporting process. The Challenge: Manual Revenue Scheduling […]
Introduction This case study discusses how we worked with a company to automate their systems and streamline contract renewal operations. The company adopted manual contract renewal operations, which limited its business outcomes. They needed an experienced and flexible team to help them automate their contract renewal systems and improve their business results. Their operations and […]
