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 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 […]
Overview An international nonprofit organization was struggling with the unwieldy number of contacts in its database. It specifically possessed 3,569,188 separate contacts. The initial analysis revealed that 33,742 of these entries were duplicate contacts. The Organization’s Problem This nonprofit needed a way to efficiently delete its duplicate contact data. The goal was to streamline the […]
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 […]