Salesforce Development for Digital Publishing Company
We helped a digital publishing company combine data from their various websites into one Salesforce CRM system. This integration simplified their data management, automated key processes, and improved their reporting, making their operations smoother and more efficient.
We worked with a digital publishing company to integrate data from their six different business lines into a single Salesforce CRM system. Our team set up daily data syncing to keep accounts, contacts, and orders updated between their websites and Salesforce. We created custom features like a ‘Create Trial Order’ function and detailed reports to make their data management smoother. This integration helped them consolidate their information, automate processes, and enhance their reporting capabilities, all while keeping their data accurate and accessible.
Publishing
Location
The client wanted to simplify and centralize their data management by bringing together information from their different business lines into one Salesforce CRM system. Their goal was to make data handling easier, automate routine tasks, and improve reporting, all to boost efficiency and help their team make better decisions.
Our publishing client struggled with managing data across six separate business lines and multiple websites, leading to inefficiencies and difficulties in obtaining a unified view of their operations.
We integrated data from all business lines into a single Salesforce CRM platform, enabling seamless synchronization and centralized management. This solution automated data handling, improved reporting capabilities, and provided a comprehensive view of all operations, significantly enhancing overall efficiency.
Our development focused on automated data synchronization with a robust tech stack, for comprehensive Salesforce integration.
We conducted a thorough analysis of the client’s data management challenges and integration requirements to design a tailored solution for unifying their business lines in Salesforce CRM.
We developed and implemented automated data synchronization processes, integrating data from six different business lines and multiple websites into a single Salesforce platform.
We configured Salesforce with custom forms, reporting features, and order management functions, setting up data validation rules and lead assignment rules to meet the client’s specific needs.
We launched the integrated Salesforce system and provided comprehensive training and ongoing support, ensuring smooth operation, troubleshooting any issues, and optimizing the system based on user feedback.
Enhanced data accuracy by minimizing duplicate entries through automated validation rules.
Accelerated daily data updates, improving real-time data availability.
Streamlined reporting processes, making data analysis quicker and more efficient.
Boosted overall productivity by centralizing data and automating key processes.
Become partners for the long run
