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 […]
Salesforce Sales Cloud Industry Advertising & Marketing Project Duration 18 Months Users 250 Products Used Sales Cloud Pain Point Solutions Customer struggled with low user adoption, poor data quality which resulted in ability to forecast. Developed a strategy through user interviews to improve user adoption. simplified overall processes. No Single source of Truth; data spread […]
Industry HR & Staffing Project Duration 5 Months Users 150 Products Used Sales Cloud TCRM Overview The client is a technology firm renowned for its innovation. They approached Salesforce Integration with a dual intent: to centralize sales operations and harness the full potential of a unified technology stack. Like many enterprises navigating the digital ecosystem, […]
Salesforce Community Cloud, CPQ, Service Cloud, HubSpot. Industry Education Project Duration 12 Months Users 230 Products Used Sales Cloud Experience Cloud CPQ Pain Point Solutions Customer had complex Pricing and discounting rules that complicated the quote process. Implemented Salesforce CPQ to handle complex pricing structure and auto renewals. Needed a self-service portal for teachers/parents to […]