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.
Why Team Virtuoso is the Salesforce Consultation Partner for you
Case Study: PROBLEM This Maryland non-profit provides low-cost automobiles for individuals in need through a qualifying application process. In the past, each application required manual review and Salesforce entry, resulting in unforced errors, lengthy bottlenecks, and oftentimes a need for resubmission. Due to these inefficiencies, the non-profit could only process 20 applications statewide yearly. […]
How a dedicated Salesforce partner can help de-stress your accidental admin. Congratulations (or Condolences?)—You’re the New Salesforce Admin! So, your company just bought Salesforce. That’s fantastic! And because you’re a trusted, capable team member, or you just happened to be standing too close to the decision-makers, you’ve been “voluntold” as the new Salesforce admin. Exciting, […]
Get your sales and operations working together with Salesforce admin training. Informed decisions are always the best decisions. Taking available information/data and forming a strong action plan usually garner the best results. Salesforce provides your sales and operations people full visibility into all the information they need to make informed decisions. If they know how […]
