Case Studies

Splitting a Salesforce Org for Streamlined Processes

Background/Challenge:
A single Salesforce org was being used to serve three distinct business units. This caused redundant data storage, process inefficiencies, and confusion across teams.

Solution:

  • Spearheaded the project to split the Salesforce org into separate entities for each business unit.
  • Conducted comprehensive data analysis and migration planning.
  • Leveraged automation tools and best practices to ensure a smooth, seamless transition.


Outcome/Results:

  • Streamlined processes with clearly defined boundaries for each unit.
  • Eliminated redundant data, thereby enhancing system performance and reporting accuracy.

Low-Code Sales Credit Attribution for a Finance Department

Background/Challenge:
A finance department needed to accurately track sales credit attribution, but the existing system was not equipped for detailed reporting and automation.

Solution:

  • Collaborated with stakeholders to deeply understand the reporting requirements.
  • Designed a low-code solution within Salesforce, incorporating new objects and automation features.
  • Integrated the new process seamlessly into the existing Salesforce setup.


Outcome/Results:

  • Streamlined reporting with enhanced clarity on sales credit attribution.
  • Improved data quality and provided the finance team with actionable insights.

Automating Volunteer Matching for a Nonprofit Client

Background/Challenge:
A nonprofit client struggled with manually matching volunteers to recipients, resulting in operational delays and inefficiencies.

Solution:

  • Developed a Salesforce Service Cloud workflow designed specifically for automating the volunteer-to-recipient connection process.
  • Configured automation to trigger based on predefined criteria, thereby reducing manual intervention.

Outcome/Results:

  • Enhanced operational efficiency with a more responsive and effective volunteer matching system.
  • Increased the overall impact and reach of the nonprofit’s services.

Optimizing Sales Outreach Using Salesforce Maps

Background/Challenge:
A sales team—comprising both seasoned professionals and new representatives—needed a more efficient method to plan and execute outreach activities across territories.

Solution:

  • Implemented Salesforce Maps to visualize territories and optimize route planning.
  • Integrated the tool into existing CRM processes to allow real-time adjustments and efficient scheduling.


Outcome/Results:

  • Empowered the sales team with improved scheduling capabilities and territory management.
  • Contributed to better coverage and increased overall sales team productivity.

Developing a Scalable Salesforce App for Remote Sales Teams

Background/Challenge:
Remote sales teams required a dedicated solution to manage their productivity, communication, and reporting, as traditional tools were insufficient for remote collaboration.

Solution:

  • Led the development and design of a scalable Salesforce app tailored for remote teams.
  • Oversaw the project management process, ensuring smooth integration with existing systems and workflows.
  • Implemented features that enabled efficient collaboration, task management, and performance tracking.


Outcome/Results:

  • Delivered a robust solution that improved productivity and streamlined remote work processes.
  • Provided a scalable platform that adapted to evolving team needs and business growth.