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.
One of our clients is a property investment company located in Dallas, Texas. The company was running into hurdles with data migration with its tech solutions and needed help establishing a better system. The team needed to migrate its data from HubSpot over to Salesforce. The issue was that the organization was using both HubSpot […]
Astreca continues to help businesses improve the way they deliver services. One client recently worked with Astreca to improve their product search and sales cycle. They formerly didn’t have a customized product search functionality, and they knew this was holding them back. Users had poor search functionality, and products weren’t being properly linked to opportunities. […]
Overview This is a case study on how we improved our user experience in regard to lumber searches. Astreca has excelled in developing customer relationship management (CRM) solutions for five-plus years, and we’re always looking for new ways to improve our systems and streamline the experience for our clients. One area where we found significant […]
