CASE STUDY
Streamlining Processes and Enhancing Data Consistency with Salesforce CRM
About The Client
The client is renowned for its curated selection of modern interior essentials in North America. With a focus on lighting, furniture, and décor, they cater to a diverse clientele of professionals and consumers offering exclusive designs.
Industry | Retail and Manufacturing
Solutions | Salesforce CRM
Location | USA
Business Challenges
- The client relied on a legacy platform that lacked the robustness and scalability required to support their growing business needs.
- This made it hard for them to adapt to market changes, expand efficiently, manage transactions, introduce new products, or use any new technology.
- Another pain point was the lack of seamless integration and communication between their software solutions that led to inefficiencies and delays in the decision-making processes.
- Their data was dispersed across various locations, making it challenging to derive actionable insights and maintain data accuracy and consistency.
Business Solutions
- We migrated the client's customer data from their outdated CRM system to Salesforce Sales and Service Cloud, providing them with a modern and scalable platform to manage their business operations.
- We cleaned and transferred their data from the old system to ensure accuracy and completeness in the new Salesforce environment, optimizing data quality and integrity.
- We integrated Salesforce with the client's existing ERP system, creating a connected cloud environment. This facilitated communication between systems, streamlining processes and enhancing data consistency.
- We conducted comprehensive training sessions for the client's business, sales, and customer service departments to accelerate the adoption process of Salesforce.
Key Outcomes
Transitioned to a New-Age CRM Platform
Gained a Unified View of Customer Data
Achieved Improved Accuracy in Sales Forecasting
Decreased Workload for Agents, Leading to Increased Productivity
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