Our client, a large Publishing and Event organisation based in US has a need for a solution to enable its executive finance team and account directors to understand and manage all their account financial data and relationships which consisted of many and varied products and offerings. The organisation’s executive also required and consolidated reporting regime with the ability to monitor activity and objective to improve the sales results and accurate pipeline reporting and forecasting.
• Salesforce Sales cloud
The Girikon Team Solution
Through the discovery phase Girikon identified the use of various CRM solutions for all six finance verticals/business units. The consolidation of this information provided a challenge to the organisation’s management.
The discovery phase was extensive and Girikon’s Salesforce consultants and project team worked with all six departments to identify and agree to a comprehensive list of requirements and features.
Girikon’s understanding of Salesforce solution and database enabled an extensive exercise in data mapping. The huge number of daily transactions also needed to be taken into consideration when defining the cutover phases and downtime for the volume of users.Girikon project team provided the client with an effective plan and solution consolidate the six CRMs
• Design a Salesforce solution taking into consideration the list of requirement and features required by the six business units.
• Focussing on a data cleanse, de-duplication followed by a merge and upload of data.
• A trickle Data Migration Strategy was designed and adopted to incrementally upload the data ensuring a low impact approach to existing business operations.
Key Highlights and Features
- The Girikon Salesforce Consultants achieved the objective set by the organisation, to provide one source of truth, one CRM and reporting requirements developed by the organisation’s executives.
- The Data Migration Strategy adopted achieved the desired outcome and reduced the impact to existing business operations.
- The organisation and Girikon achieved the outcome to efficiently develop consolidated pipeline reports, improved opportunity forecasts at the top level with the ability to drill down, reliable business dashboard views for better decision making and the ability for sales teams’ members to cross sell with the availability of products and offerings.