Success Stories

Salesforce CRM Implementation

Driving Sales with Integrated Tools and Processes

Home  >  Success Stories

Project Overview

This mid-market data storage company had a legacy customer relationship management (CRM) environment with disparate systems storing untrusted data. RevGen Partners helped the client consolidate existing systems through a Salesforce CRM solution that delivered the accurate information they needed to speed marketing and sales efforts.

Client Challenge

This mid-market data storage company was selling flash storage arrays. At the time, their CRM platform kept them competitive and capable of quickly adapting to market fluctuations. Then they were acquired and had to work on a Salesforce CRM instance designed primarily for their parent company.

Eventually, the company was spun off and needed to replace a CRM environment that:

  • Lacked processes and functionalities aligned with their business needs
  • Featured unclean data not suitable for reports and decision making
  • Had disparate systems and broken sales processes

The client needed a solution that offered access to trusted data to speed marketing and sales efforts.

Solution

RevGen Partners planned a rapid solution implementation to help the client review core tools, streamline processes, optimize data, and integrate systems. Our business and technical experts then helped the company:

  • Implement and configure a new CRM. We deployed business processes, workflows, validations, alerts, triggers, reports, dashboards, and custom objects and fields on a new Salesforce CRM instance.
  • Cleanse and convert data. We conducted a complex data cleansing, augmentation, and conversion process to help ensure the accuracy of business-critical information.
  • Integrate systems. We integrated multiple marketing and business partner systems.

Results

Our rapid implementation of a new centralized Salesforce CRM instance empowered the client to adapt quickly to changing business needs.

With the new CRM environment, the company could:

  • Leverage trusted reporting to make confident, data-driven decisions
  • Quickly access key business processes & functions through a single portal
  • Dynamically respond to changing business requirements

Optimizing their CRM environment enabled the client to accelerate marketing efforts, improve sales pipeline and sales tracking, and offer better customer service.

 

Learn more about our Data and Technology Solutions.

Success Stories

More Success Stories
A pie chart divided into three sections, with representative people tokens in those same colors to show a customer segmentation model.

Developing a Future-Proof Customer Segmentation Model

Artificial IntelligenceAnalytics & InsightsCustomer Experience

To improve sales efficiency, our client needed an “At-a-Glance” customer segmentation model that could evolve with their business.

Read More About Developing a Future-Proof Customer Segmentation Model
Businessman points to a holographic report of a financial growth line

Growing Revenues through Data-Driven Pricing Strategy

Analytics & InsightsCustomer Experience

Through a combination of data science and business expertise, RevGen devised a strategy that would grow our client’s revenues by more than 20%.

Read More About Growing Revenues through Data-Driven Pricing Strategy
A young white man presents data on a large TV to a board meeting.

Crafting a Data & Analytics Strategy and Proof-of-Concept Dashboard

Analytics & Insights

Our client, a national construction firm, needed a clear, detailed path to resolving their data availability, quality and reporting confidence issues. RevGen stepped in to craft a holistic Data & Analytics Strategy to give them a way forward.

Read More About Crafting a Data & Analytics Strategy and Proof-of-Concept Dashboard

Let's Talk

Learn More About RevGen

Subscribe to our Newsletter

Get the latest updates and Insights from RevGen delivered straight to your inbox.

Subscribe