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.
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 […]
