With their existing Salesforce platform lacking scalability and having morphed into an inflexible and fragile monster, a leading physical therapy software company needed a data hub that would support the acquisitions and rapid growth they were experiencing. Their vision was to modernize Salesforce and empower their sales and service teams with an information-first culture that provided what they needed, when they needed it.
Acquisitions in flight, it was determined that an architectural uplift was needed to support their vision. In addition, integration challenges with Pardot and Intacct needed to be addressed and an entirely new data model needed to be created simultaneously to allow for appropriate communication between solutions going forward.
A tall task, but by re-engineering the platform and simplifying many of the aspects of the customer’s legacy Sales Cloud account, the organization experiences a quality integration between Service Cloud, Pardot, Intacct and their other administrative applications. Their user experience was greatly improved, with higher quality reporting and smoother execution of basic business processes that delighted and empowered their team members. Now with the ability to go through their workday with less friction, the sales and services teams can view market opportunities and access the information needed with ease.
The uplift modernized this software company for scalability to support their rapid expansion and growth while simultaneously improving team morale. Mission accomplished.
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Industry: Healthcare, SaaS, Technology
Salesforce Products: Sales Cloud, Pardot
Challenges: Inflexible and fragile platform with no scalability, overwhelmed sales and support teams
Outcomes: Stay and increase value of Salesforce products, improved business processes, successful integration between Sales Cloud/Pardot/Intacct
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