Case Study
Optimize database to deliver actionable insights
Overcame difficult lead management by data segmentation and migration, resulting in increased sales, renewals, and reach
engagement type
Managed Services
product
Sales Cloud
industry
Professional Services
ACD Systems is a technology company that produces digital production tools, like photo and video editing software, as well as digital asset management tools.
Overview
- Key Challenges: Difficult lead management
- Key Solutions: Data segmentation and migration
- Key Impact: Increased sales, renewals, and reach
challenges
- Data duplication and a lack of metadata led to an inability to prioritize and follow leads
- Disorganized, unstructured data forced the Sales team to manually search for lead details
- Lack of synchronization between Salesforce and e-commerce platforms
Solutions
- Cleansed records and migrated historical customer data into Salesforce
- Introduced new data points to capture relevant data from prospects
- Segmented and classified lead and contact details
- Created reports and dashboards for the Marketing and Sales teams
Impact
- Centralized database for scalable sales campaigns
- Expanded reach for upselling and cross-selling
- 7% growth in new sales & renewals
- Targeted campaigns based on location and interests