CRM Case Studies

Overview  A prominent U.S.-based manufacturer of high-performance data storage systems and infrastructure solutions supports a range of clients—including large enterprises and U.S. federal agencies. As the company’s federal footprint grew, they needed to meet strict government data compliance standards and modernize their internal billing processes to handle complex contract structures.  To achieve this, the client […]

Overview A global network of independent campaigning organizations is dedicated to exposing environmental challenges and promoting sustainable solutions. By leveraging peaceful protests and innovative approaches, this organization works towards a greener, fairer, and more sustainable future. To support its mission, the organization relies on efficient data management systems to maintain accurate and organized records of […]

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 […]

Introduction Can you imagine cutting your approval times in half, eliminating bottlenecks, and empowering your team to work smarter, not harder? That’s exactly what Astreca achieved for our client.  Unfortunately, our client has a cumbersome, outdated approval process. Therefore, they turned to us for a solution to streamline operations and fuel their growth. Through the […]

Company Overview:  Our client, a prominent healthcare manufacturing company based in the USA, was facing significant challenges in generating high-quality leads through their website. Despite having a robust online presence, they were struggling to engage potential customers effectively, leading to a decline in lead quality and conversion rates.  Business Challenges:  1. Customer Engagement and Support  […]

One of our clients is a property investment company located in Dallas, Texas. The company was running into hurdles with data migration with its tech solutions and needed help establishing a better system. The team needed to migrate its data from HubSpot over to Salesforce. The issue was that the organization was using both HubSpot […]

Astreca continues to help businesses improve the way they deliver services. One client recently worked with Astreca to improve their product search and sales cycle. They formerly didn’t have a customized product search functionality, and they knew this was holding them back.  Users had poor search functionality, and products weren’t being properly linked to opportunities. […]

Overview This is a case study on how we improved our user experience in regard to lumber searches. Astreca has excelled in developing customer relationship management (CRM) solutions for five-plus years, and we’re always looking for new ways to improve our systems and streamline the experience for our clients. One area where we found significant […]