PROBLEM
Sustainable janitorial solutions provider was dissuaded with their Salesforce instance after an unsatisfactory and costly implementation. Incomplete feature setup, improper permissions sets, and poor data migration were causing countless issues and irritations. In addition to a disappointing implementation, the client was not provided with training to assist them during the process.
SOLUTION
The client partnered with Salesforce consultant, Team Virtuoso, for help. After thoroughly examining the client’s needs and an in-depth examination of the previous implementation, Team Virtuoso stepped in with a bevy of solutions. These resolutions included amending permission sets, role hierarchies, custom reports, dashboards, project schedules, and more. Team Virtuoso also expanded the client’s Salesforce scope by building custom objects to track expenses, created an automated sales cadence to map, nurture, and process leads, and provided Salesforce training to the client’s team.
RESULT
With implementation corrections and proper training, the client successfully rescued their Salesforce instance, increased their self-sufficiency, and exponentially boosted their productivity. In a little over four years since the initial purchase, the client transformed the procedures for almost every aspect of their business and eliminated the need to purchase additional digital tools or hire an in-house admin.
Why Team Virtuoso is the Salesforce Consultation Partner for you
Measure Adoption and Collect Feedback Early and Often Implementing Salesforce is only the first step toward digital transformation. Unless your team uses the platform effectively, even the most well-planned and expertly delivered training won’t guarantee long-term success. That’s why tracking adoption and gathering feedback early and often is essential. Measuring how users engage with Salesforce […]
Problem As a leading provider of mobility solutions for industries such as warehousing, healthcare, transportation, and retail, the client faced a growing challenge: handling the management and service of a rapidly expanding fleet of Android-based devices while maintaining high levels of customer satisfaction. Internally, their teams struggled with siloed systems and manual updates, leading to […]
Using scenario-based training and expert Salesforce consultation builds confidence, drives engagement, and ensures long-term success. One truth stands out regarding Salesforce training: adults learn best by doing. Passive learning — like watching long tutorials or sitting through hours of lectures — rarely leads to meaningful skill development. To assist with higher adoption rates, training should […]
