Case Study – Non-Profit

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 rules to identify duplicate records and merge the information (for household accounts and contacts).

Needed assistance with admin support and Classic to Lightning migration.

Migration to Lightning Experience,trained the users on the new lightning features and capabilities, implemented Salesforce Inbox, and provided Admin Support.

Pain Point : Data Quality issues, bad address data impacting patients/families’ outreach.

Solution : Implemented a custom solution to clean up US and Canadian addresses using zip codes to improve data quality.


Pain Point : Org had a lot of duplicate household data that was impacting overall campaign outreach.

Solution : Developed a custom solution with combination of real example rules to identify duplicate records and merge the information (for household accounts and contacts).


Pain Point : Needed assistance with admin support and Classic to Lightning migration.

Solution : Migration to Lightning Experience,trained the users on the new lightning features and capabilities, implemented Salesforce Inbox, and provided Admin Support.

Salesforce CRM Analytics

How Salesforce CRM Analytics helped track team performance

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 […]

Pharma

Case Study – Pharma

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 […]

computer software

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 […]