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A Marketing Company

The client is a world leader as a LinkedIn Training and Social Selling Training provider for the corporate sales teams in USA. They caters to businesses seeking to embrace the new paradigms of Social Selling and Social Media Marketing by providing LinkedIn & Social Media speaking, training, and strategic executive consulting packages.

Duration1 month and ongoing

Technology usedSales Cloud Professional Edition

Business challenges:

The Customer saw a need in their organization for a suite of solutions that reduces both the complexity and time in the complicated manual processing. There are some challenges which were faced by the customer:

  • Stop Duplicate Records
  • Automation of Email Services
  • Sales Process Set up
  • Data migration & data cleaning
Project description:

The solutions which were built to overcome the challenges were as follows:

  • Provided out of box Duplicate Management Functionality
  • Gmail Integration
  • Synchronization of Google calendar with Salesforce events
  • Sales Process set up
  • Custom set up for data migration
Project Team

Project Manager1

Solution Architect1

Business Analyst1

Developers2

QA Engineer1

Benefits delivered:
  • Standard duplicate management rule enablement stops copy records effectively.
  • Records were successfully uploaded and the database was optimized.
  • All types of activities can be handled via a single system.