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 with existing data to improve overall Data Quality.
Needed ongoing help with Salesforce and Pardot.
Provided on-demand Admin Support
Pain Point : Customer was dealing with duplicate Accounts in Salesforce.
Solution : Developed a solution that identified and merged duplicate data as an ongoing process.
Pain Point : Customer wanted a way to match and update Account and Contact information coming from external sources.
Solution : We developed a custom reusable solution to match the external data with existing data to improve overall Data Quality.
Pain Point : Needed ongoing help with Salesforce and Pardot.
Solution : Provided on-demand Admin Support
Overview Of HubSpot Migration Services An expanding technology firm was struggling with isolation between its sales and marketing operations. Each team used a distinct type of data management software. The sales team managed their data through Salesforce, while the marketing team relied on HubSpot to handle customer data. The Firm’s Problem Reliance on two different […]
Overview The client is a US-based marketing company that recently obtained a business in the UK. Although both entities are in the same industry, they used different Salesforce systems designed for their respective countries to house their data. Per the merger agreement, the client had a deadline of 30 days to complete the Salesforce org […]
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 […]