Overview We recently worked with a client in the renewable energy sector that rents turbines and generators to provide alternative fuels. Although they were using Pipedrive as their CRM system, they weren’t happy with their implementation efforts. Their sales team was limited by a single subscription and relied primarily on spreadsheets to keep track of […]
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 these problems with our innovative solutions. Our aim was to help them advance their […]
Industry: Advertising & MarketingProject Duration: 18 MonthsUsers: 250Products Used: Sales Cloud, CPQ Plus Overview The client recently acquired a business in the UK. With users across the US and UK operating in completely different systems, it became difficult for leadership to gain a unified view of the business. Additionally, the sales team had to log […]
Industry: Advertising & MarketingProject Duration: 18 MonthsUsers: 250Products Used: Sales Cloud, CPQ Plus 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 improving the accuracy and reliability […]
Industry: EnergyProject Duration: 5 MonthsUsers: 7Products Used: Revenue Cloud Overview A client specializing in renewable energy provides turbines and generators for rent across the US and Canada. Although they currently use Pipedrive as their CRM, they are not utilizing it effectively. Management oversight is limited because salespeople rely on separate systems—especially spreadsheets—to manage and record […]
Industry: Non-ProfitProject Duration: 6 MonthsUsers: 85Products Used: Sales Cloud Overview An international nonprofit organization was struggling with an overwhelming number of contacts in its database — a total of 3,569,188 records. After the initial audit, the team discovered 33,742 duplicate contacts, which posed a major challenge to communication efficiency and reporting accuracy. To maintain strong […]
Industry: Advertising & MarketingProject Duration: 3 MonthsUsers: 250Products Used: Sales Cloud, CPQ Plus Overview of HubSpot Migration Services An expanding technology firm was struggling with deep operational disconnect between its sales and marketing teams. The sales department managed all opportunities, accounts, and forecasting inside Salesforce, while the marketing team managed lifecycle stages, campaigns, and automation […]
Industry: Advertising & MarketingProject Duration: 1 MonthUsers: 250Products Used: Sales Cloud, CPQ Plus Overview A US-based marketing company acquired a UK-based organization, both operating on separate Salesforce orgs with different processes, field structures, and data models. To complete the acquisition, the client needed both systems merged into a single unified Salesforce org within 30 days, […]
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 […]
Overview 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 […]