This case study provides insights into achieving Salesforce optimization. We look forward to your feedback.
Our client, a Clinical Research Organization, has experienced incredible company growth, but their Salesforce instance was not keeping up with their scalability needs. They needed process and automation, data hygiene and data visualization, and continued optimization for their Salesforce org. After a year of working with us, our client has seen a steep increase in user adoption, sales performance improvements, and more rapid cycle speed.
Under our Admin On-Call managed services solution, our client has identified specific areas of improvement with their dedicated Salesforce admin. From reports and dashboards to installation of a third-party business intelligence tool, to management training and Salesforce security improvements, we continually present proactive progressions to keep their sales motions moving forward.
Within a short window of time, we delivered on the initial phases of the project and they reported increased user adoption, data hygiene was resolved, business intelligence has grown to an essential part of their business. Additionally, all training and security improvements have yielded positive results.
Altoona Development Center
350 Lakemont Park Blvd, Unit 2
Altoona, PA, 16602
814-942-7888
Pittsburgh Development Center
1500 Ardmore Boulevard, Ste. 500
Pittsburgh, PA, 15221
412-532-8204
Wilmington Development Center
803 College Road, BLDG G Unit 1141
Wilmington, NC, 28403
910-685-8400
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