Case study

SFDC Data Integrity

Inconsistent data across tools hinders communication, forecasting, decision-making, and leads to potential service issues.


Industry: Tech Company
Business Model: Dedicated Team
Duration: 15 months
case study Tech Company SFDC Data Integrity
100%
accurate information across platforms
100%
updated sales reports for our client

Main Challenges

Contact information differs between internal tool and Salesforce, leading to confusion and ineffective communication.

Sales figures and revenue data don't align between internal tool and Salesforce, hampering accurate forecasting and decision-making.

Customer interactions and notes in internal tool don't match Salesforce, causing miscommunication and potential service issues.

Lead statuses vary between internal tool and Salesforce, creating confusion and hampering efficient lead management.

Opportunities in the internal tool don't correspond with Salesforce, affecting sales pipeline visibility and forecasting accuracy.

IntelligentBee Solution

IntelligentBee deployed a team of two people

We successfully ensured that the information was reflected correctly on both platforms. Through meticulous data management and integration, we synchronized and updated relevant information across multiple platforms seamlessly. This achievement led to a consistent and accurate representation of data, allowing our client to make informed decisions based on reliable information. By addressing any discrepancies promptly and implementing robust data validation processes, we achieved a high level of data integrity and improved overall efficiency.

We demonstrated our ability to handle ad-hoc projects that required immediate attention (P0 priority). Our team showcased exceptional agility and resourcefulness in managing urgent and time-sensitive tasks. By promptly identifying critical issues and allocating the necessary resources, we effectively mitigated risks and prevented potential disruptions to our client's operations. Our proactive approach and quick response time in addressing these high-priority projects showcased our commitment to client satisfaction and our ability to deliver under pressure.

We diligently kept important reports regarding sales up to date. By maintaining accurate and timely sales reports, we provided our client with a comprehensive overview of their sales performance. Through meticulous data analysis and regular updates, we ensured that our client had access to the latest sales metrics, trends, and insights. This achievement enabled our client to make informed decisions, identify areas for improvement, and capitalize on new opportunities. By leveraging our expertise in data management and reporting, we delivered a valuable service that contributed to our client's success in a highly competitive market.

Payscore

“Automating income verification requires establishing trust with the applicant immediately. If they have questions, our success and our brand are entirely dependent on answering their questions clearly, accurately, and immediately. The team at IntelligentBee feels like our team. They staff our front line support, respond as if their personal success depended on it, and do so with the thoroughness and excellence that keeps our customers happy, our success metrics off the charts, and our business expanding.”

Stephen Arifin

Founder, CTO of Payscore

http://www.payscore.com

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