Case Studies

Challenge: The company faced significant data quality and usability issues in a legacy CRM, including over 50,000 inconsistent records and misused name fields.
Action: Conducted a field usage analysis, established standardized naming conventions, cleansed fields, added custom fields, filled in missing data, removed duplicates, and implemented automation to prevent future incomplete or duplicate records.
Result: Achieved a dramatically cleaner and more reliable CRM, boosting user trust and preventing data quality issues from recurring.

Challenge: After an acquisition, the mid-size manufacturer needed to successfully integrate disparate CRM datasets, resolve duplicate client records, and align teams on a unified platform.
Action: Scrubbed and standardized the acquired company’s data, mapped fields and terminology to Salesforce, merged cross-over clients, and delivered comprehensive CRM training for both legacy and new employees.
Result: Seamless CRM integration empowered the company with unified client records and cross-sell visibility, while team training ensured high adoption and effective client management.

Challenge: The sales team struggled with manual processes, inconsistent lead management, and missed opportunities due to unclear account and opportunity workflows.
Action: Defined standardized business procedures, created automated workflows for lead, account, and opportunity management, and set rules to automatically advance and close records at key thresholds.
Result: The sales team streamlined their client engagement process, reduced administrative overhead, and improved their ability to identify and act on qualified opportunities.