PROBLEM
Individualized instances of Salesforce were causing data continuity issues for an international steel manufacturer. In North America, reports revealed that the data segmentation was being driven by disjointed Salesforce use and a lack of universal regulation. As an action, the North American region was given two years to improve their Salesforce processes and prioritize unification with corporate headquarters.
SOLUTION
After a thorough on-site observation, Virtuoso provided an in-depth regional Performance Analysis. The research identified key issues with staff training, workflow congestion, and data unfit for unification. Virtuoso worked closely with the manufacturer’s team to develop a customized execution plan and training regimen that targeted the above areas through workforce training programs, customized Salesforce automation, and data clean-up.
RESULT
The international steel manufacturer successfully prepared their North American staff for a unified Salesforce instance with standardized staff training, proper data entry procedures, consistent process management, and data readiness. Over 24 months, Virtuoso helped the company save over $120,000 in training programs, data interruptions, and eliminating their need to hire a system administrator.
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