Case Study
Streamlined sales operations, removed redundant opportunities and improved data tracking.
Transforming sales efficiency with targeted solutions and enhanced accuracy
engagement type
Managed Services
product
Sales Cloud
industry
Education
Acuity Insights delivers top admissions assessment and analytics solutions, trusted by 600+ programs globally, with the Casper test taken by 150,000+ applicants annually.
Overview
- Key Challenges: Redundant processes and scattered data tracking.
- Key Solutions: Eliminated inefficiencies and refined data management.
- Key Results: Boosted operational efficiency and data precision.
challenges
- Redundant Opportunity Creation: The system's automatic creation of Account Management Opportunities after closing a Sales Opportunity led to redundant records, causing confusion and inefficiency.
- Insufficient Information Tracking: The creation of additional opportunities without adequate tracking for both Assessments and Program Experience resulted in fragmented data and hindered decision-making.
Solutions
- Feature Removal: Eliminated the automatic creation of Account Management Opportunities, addressing the redundancy and simplifying the sales process.
- Process Optimization: Developed and implemented a strategy to remove the redundant feature without disrupting ongoing operations, ensuring a smooth transition and process continuity.
- Enhanced Data Management: Established a comprehensive tracking system for Assessments and Program Experience, improving data accuracy and accessibility.
Impact
- Operational Efficiency: Streamlined the sales process by removing redundant opportunities, reducing administrative overhead and confusion.
- Improved Data Integrity: Enhanced tracking systems resulted in more accurate and reliable data, supporting better decision-making and strategic planning.
- Increased Productivity: Freed up resources previously occupied with managing redundant records, allowing the client to focus on more strategic activities and improving overall productivity.
