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

“They are great. The management team is on top of issues and very communitive. When we need more bodies, they are ready with fresh supply and very efficient.”

Ryan Cable

Manager of Client Success at Bravo Store Systems

“As we were looking to expand our support operating window, we had spoken with a few different vendors in locations varying from the North America to Europe. IntelligentBee approached us at the right time where they wanted to understand our business line and operating model to cater to. From the outset, they paid attention, and were able to meet our demands swiftly. Having worked together so far for half a year, they continue to provide the necessary attention, are good at following up, and monitoring the team's progress.”

Michael Tsangaris

Customer Success Manager at Suade

API Platform

“IntelligentBee was instrumental in us becoming a 24/7 support shop. Before, we performed as an on-call service that had some engineers work overnight. Now, that’s no longer needed, which is a success story in my book. Their engineers molded into our culture. IntelligentBee’s passionate for their customers, focusing on their experience and maintaining customer satisfaction. They’ve done an excellent job exuding what’s essential for our organization to our customers.”

Cassie Brown

Head of Technical Support, API Platform

“IntelligentBee is faster than us. They’ve been on time and within budget every time. They have created an environment that makes employees happy to be working for the company. This certainly shows in IntelligentBee’s productivity and ability to be flexible, quick, and high-quality.”

VP of Support and Business Operations, Communication Platform

SendGrid

“We partner with IntelligentBee to both accelerate development efforts and provide global technical support services to our customers. The development solutions they provide are durable, scalable, and deliver results. The technical support they provide allows us to quickly solve or escalate customer problems and drive customer loyalty. They operate as a seamless extension of our domestic team and always produce results.”

Ken Apple

VP of Support and Business Operations, Sendgrid

Nettbil

“The quality of work is very good. Thanks to IntelligentBee efforts, the data translation process has gone successfully. They are communicative and accurate in providing progress updates. Their team has provided project management smoothly.”

Daniel Drangsholt

CFO, Automotive Dealers

“I have been working with IntelligentBee's team since 2020. The team are so easy to work with and very knowledgeable about different approaches for any app development. They provide a lot of guidance to my team, and made many helpful suggestions and recommendations we weren't even thinking about. I love that they were so passionate about our project and they completed each stage on time. I will continue to work with them.”

Ron R.

Founder and Managing Director

Floca

“When IntelligentBee took over this project, things began to catch up, even though many teams had worked at Floca! Without the help of IntelligentBee, we could not have launched the version we wanted! Thanks for the wonderful team!”

Ionut Patrascoiu

CEO Floca

Carnegie Technologies

“IntelligentBee has been a really great company to work with. Their development team is staffed with some really excellent technical folks, and we’ve had great success giving them big challenges and watching them come up with good solutions in a reasonable amount of time. We’ve even had them come in to improve the work of other development teams, which they’ve always done with good enthusiasm and great effect. They are also very responsive to our needs, and quick to dive in and help out. I’m very thankful for our partnership with IntelligentBee, and I am happy to have them on the team.”

Nicholas Armstrong

Director of Software at Carnegie Technologies

Afterhills

“IntelligentBee did an excellent job in working with our team and it was quite a surprise for us to see the festival app ready within 4 weeks. They were always on time and responsive to our needs and ideas. Surely we’ll continue to develop and expand the app alongside IntelligentBee.”

Vasile Biber

CTO Afterhills

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