A large pharmaceutical organization partnered with Astreca to improve data accuracy, streamline external data matching, and enhance Salesforce utilization. With 55 users, a 2-month implementation timeline, and Sales Cloud as the primary CRM platform, the client needed a scalable framework to eliminate duplicates, harmonize external datasets, and strengthen CRM adoption. The project focused on building a reliable single source of truth by applying structured Salesforce data cleansing techniques and improving operational efficiency across all sales functions.
The client is a well-established pharmaceutical company that relies on accurate account, contact, and provider data to power its sales operations. Their reps depend on real-time CRM insights to engage healthcare providers effectively. However, duplicate accounts, inconsistent external data feeds, and limited system support slowed processes and reduced overall data reliability.
1. Duplicate Account Management
Large volumes of duplicate accounts caused reporting inconsistencies, compliance challenges, inaccurate segmentation, and wasted time. Sales reps frequently encountered conflicting records, reducing productivity and affecting communication with healthcare providers.
2. External Data Integration Issues
Data from external vendor systems entered Salesforce with inconsistent or incomplete values. Without a structured matching strategy, the sales team worked with outdated or inaccurate information, limiting sales effectiveness in a fast-paced pharma environment.
3. Need for Ongoing Salesforce & Pardot Support
The client’s Salesforce org required continuous maintenance and optimization. Without dedicated support, teams under-utilized automation capabilities, struggled with feature adoption, and faced delays in implementing updates needed for compliance and performance.
1. Duplicate Data Identification and Merging
Astreca implemented a scalable framework to identify and merge redundant Salesforce records. This approach followed proven Salesforce implementation principles to maintain data integrity and ensure reporting accuracy.
2. Custom Data Matching Solution
A reusable matching engine was developed to align external datasets with existing Salesforce records. This ensured a consistent single source of truth across all systems and helped sales teams engage healthcare providers with accurate, timely information.
3. On-Demand Administrative Support
Astreca provided continuous platform support through flexible Salesforce managed services. This allowed the client to resolve issues quickly, adopt new features, and maintain smooth sales operations without disruption.
Improved Data Accuracy
Accurate and standardized Salesforce data enhanced reporting, compliance readiness, and customer communication. Sales teams gained reliable insights to plan engagement and outreach more effectively.
Streamlined Operations
Automated matching and duplicate removal eliminated manual cleanup. With faster workflows and clean data, teams focused more on selling and less on administrative corrections.
Enhanced Salesforce Utilization
Ongoing support improved platform adoption, workflow efficiency, and lead management. The client extracted maximum value from both Salesforce and Pardot, leading to stronger sales performance.
Astreca strengthened the pharmaceutical company’s CRM foundation by improving data accuracy, streamlining integration, and enabling continuous platform support. With cleaner data, unified systems, and optimized Salesforce utilization, the organization now operates with greater precision and efficiency. This project demonstrates Astreca’s expertise in delivering scalable Salesforce solutions tailored for the pharmaceutical sector.
Overview A U.S.-based leader in laser technology serving industries such as aerospace, defence, and life sciences wanted to modernise its marketing and lead engagement processes. While the company was known for its advanced products, its marketing and lead management processes relied heavily on manual workflows and disconnected tools. This created delays in responding to prospects […]
Client Overview The client is a fast-growing equipment rental and sales company. It operates in a complex commercial environment. Most deals include a mix of rentals, direct sales, and product-based agreements. As the business expanded into new product lines, deal volume increased. The manual quotation process could not keep up. What once worked at a […]
Overview: We built a comprehensive city services management software using Salesforce to help cities across the United States efficiently manage and resolve everyday civic issues. The platform is designed to act as a single, centralised system where residents can report problems, track their status, and receive timely updates, while city service teams can manage requests […]