CRM Case Studies

Pharma

Case Study – Pharma

Salesforce Sales Cloud, Pardot Pain Point Solutions Customer was dealing with duplicate Accounts in Salesforce. Developed a solution that identified and merged duplicate data as an ongoing process. Customer wanted a way to match and update Account and Contact information coming from external sources. We developed a custom reusable solution to match the external data […]

non-profit

Case Study – Non-Profit

Salesforce Nonprofit Pain Point Solutions 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 […]

computer software

Case Study – Computer Software

Salesforce Sales Cloud Pain Point Solutions Customer struggled with low user adoption, poor data quality which resulted in ability to forecast. Developed a strategy through user interviews to improve user adoption. simplified overall processes. No Single source of Truth; data spread across different sources, duplicate data. Implemented data strategy to make Salesforce Single Source of […]

outsourcing

Case Study – Sales Outsourcing

Salesforce Sales Cloud Pain Point Solutions Customer had a manual onboarding and offboarding process for the clients which delayed the process and impacted the revenue. Developed an automated process to minimize manual steps and process simplification. Unable to track commissions, renewals and SDRs. SDRs were getting double booked on a project that caused delays. Developed […]

digital education

Case Study – Digital Education

Salesforce Community Cloud, CPQ, Service Cloud, HubSpot. Pain Point Solutions Customer had complex Pricing and discounting rules that complicated the quote process. Implemented Salesforce CPQ to handle complex pricing structure and auto renewals. Needed a self-service portal for teachers/parents to log/update cases and search knowledge base so that. Implemented Salesforce Customer Community equipped with chatbot, […]