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 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 on various systems, such as spreadsheets, to manage and record their sales […]
Overview An international nonprofit organization was struggling with the unwieldy number of contacts in its database. It specifically possessed 3,569,188 separate contacts. The initial analysis revealed that 33,742 of these entries were duplicate contacts. The Organization’s Problem This nonprofit needed a way to efficiently delete its duplicate contact data. The goal was to streamline the […]
Overview Of HubSpot Migration Services An expanding technology firm was struggling with isolation between its sales and marketing operations. Each team used a distinct type of data management software. The sales team managed their data through Salesforce, while the marketing team relied on HubSpot to handle customer data. The Firm’s Problem Reliance on two different […]