Success Stories

Salesforce CRM Implementation

Driving Sales with Integrated Tools and Processes

Salesforce

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.

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