Case Study
Optimize Salesforce and streamline business processes
Successfully optimized Salesforce and Pardot integration with rapid launch and high user adoption.
engagement type
Staff Augmentation
product
Sales Cloud & Pardot
industry
Professional Services
NSF is an independent organization that is committed to protecting and improving human health and the environment on a global scale.
Overview
- Key Challenges: Map Salesforce and Pardot data on short timeline
- Key Solutions: Customized reconfiguration and migration
- Key Impact: Successful, rapid launch with high user adoption
challenges
- Map data and processes to Salesforce and Pardot via custom coded program
- Massive, unstructured, unoptimized database
- Suboptimal initial implementation
- Aggressive timelines to begin support, implement features and transfer
data and files
Solutions
- Mapped and automated existing processes into Salesforce and Pardot
- Restructured and cleaned database and migrated historic data
- Implemented multi-currencies with active support
- Developed and implemented UI for Quotas from scratch
- Provided org-wide training on new processes
Impact
- Delivery under pressure: successfully went live as per schedule
- High user adoption: user base grew from 90 to 150, massively improved workflows and efficiency
- Long-term support: successful project with high client
satisfaction resulted in long-term staff augmentation contract