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: 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 goal was to consolidate data from both orgs into a single Salesforce org to simplify data […]
Industry Media Technologies Salesforce Sales Cloud Client Location US Technical Solution Salesforce State Country Picklist Functionality and Excel Functions 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 […]
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 […]
