Industry Non Profit Project Duration 9 Months Users 235 Products Used Nonprofit Success Pack Overview Our client is a forward-thinking nonprofit organization with substantial data management issues. Specifically, their duplicate records were creating difficulties with data collection, analysis, and reporting. They also struggled with overly complex business processes. We collaborated with this org to address […]
Industry Advertising & Marketing Project Duration 18 Months Users 250 Products Used Sales Cloud CPQ Plus 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 […]
Industry Advertising & Marketing Project Duration 18 Months Users 250 Products Used Sales Cloud CPQ Plus 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 lists, significantly […]
Industry Energy Project Duration 5 Months Users 7 Products Used Revenue Cloud 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 […]
Industry Non Profit Project Duration 6 Months Users 85 Products Used Sales Cloud 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 […]
Industry Advertising & Marketing Project Duration 3 Months Users 250 Products Used Sales Cloud CPQ Plus 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 […]
Industry Advertising & Marketing Project Duration 1 Months Users 250 Products Used Sales Cloud CPQ Plus 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. […]
Industry HR & Staffing Project Duration 4 Months Users 150 Products Used TCRM 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 […]
Industry Hospital & Physicians Clinics Project Duration 2 Months Users 55 Products Used Sales Cloud Overview In the highly dynamic pharmaceutical sales landscape, there is an intense demand for abundant and pristine data. Effective data management and interpretation are especially crucial for sales teams, as it allows them to better connect with healthcare providers […]
Salesforce Nonprofit Industry Non Profit Project Duration 4 Months Users 10 Products Used NPSP Pain Point Solutions 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 […]
