CRM Case Studies

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 […]

When sales teams quickly respond to leads, they’re more likely to convert them into sales. Nothing slows progress down more than having to do redundant work. Although many companies have embraced high-tech, data-heavy solutions, they can get bogged down by working on multiple platforms.  Connecting their systems makes them much more efficient — and delivers […]

Overview We recently worked with a client in the renewable energy sector that rents turbines and generators to provide alternative fuels. Although they were using Pipedrive as their CRM system, they weren’t happy with their implementation efforts.  Their sales team was limited by a single subscription and relied primarily on spreadsheets to keep track of […]

Industry Non Profit Project Duration 9 Months Users 235 Products Used Nonprofit Success Pack Overview Our client is a forward-thinking nonprofit organization with substantial data management issues. Specifically, their duplicate records were creating difficulties with data collection, analysis, and reporting. They also struggled with overly complex business processes.  We collaborated with this org to address […]

Industry Advertising & Marketing Project Duration 18 Months Users 250 Products Used Sales Cloud CPQ Plus Overview: The client is a marketing company with data spread across two Salesforce orgs. This resulted in their executive team spending more time switching between the two orgs, and monitoring data as the company grew became more challenging. The […]

Industry Advertising & Marketing Project Duration 18 Months Users 250 Products Used Sales Cloud CPQ Plus Overview In the rapidly evolving landscape of data management, organizations often grapple with challenges related to data accuracy and consistency. This case study explores how a company successfully implemented a functionality involving Country and State pick lists, significantly improving […]

Industry Energy Project Duration 5 Months Users 7 Products Used Revenue Cloud Overview A client specializes in renewable energy providing turbines and generators for rent to meet fuel needs in the US and Canada. Although they currently use Pipedrive as their CRM, they are not utilizing it effectively. Management oversight is lacking because salespeople rely […]