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 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

Data Accuracy and Efficiency

Streamlining Data Accuracy and Efficiency through Country and State Pick Lists

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Bulk Merge for Contact Integrity

Bulk Merge for Contact Integrity: Identifying and Deleting Duplicate Contacts With Ease

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 […]