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 Truth for Accounts and Contacts and consolidated and deduped the data.
No Deal tracking and forecasting, leads getting lost, Pardot implementation had various issues.
Implemented Products and base pricing.
Implemented auto renewal of Opportunities
Implemented Collaborative Forecasting
Pain Point : Customer struggled with low user adoption, poor data quality which resulted in ability to forecast.
Solution : Developed a strategy through user interviews to improve user adoption. simplified overall processes.
Pain Point : Unable to track commissions, renewals and SDRs. SDRs were getting double booked on a project that caused delays.
Solution : Implemented data strategy to make Salesforce Single Source of Truth for Accounts and Contacts and consolidated and deduped the data.
Pain Point : No Deal tracking and forecasting, leads getting lost, Pardot implementation had various issues.
Solution :
Implemented Products and base pricing.
Implemented auto renewal of Opportunities
Implemented Collaborative Forecasting
Overview A sales outsourcing company had limited or no visibility into its agent performance. The Sales reps were involved in high-volume prospect interaction and different goals for each customer account. After the implementation of Salesforce CRM Analytics, the customer could analyze each customer account’s health and each team’s performance and provide sales coaching based on […]
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 […]
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 […]