Case Study
Modernize business process workflows
A customized, scalable Salesforce implementation replaced an unintuitive, non-scalable, legacy system, raising productivity, efficiency, and user adoption.
engagement type
Managed Services
product
Sales Cloud
industry
Business Improvement District
Downtown Long Beach Alliance (DLBA) is a non-profit that provides a plethora of services to Downtown stakeholders and is funded by tenants and property owners of the Business Improvement Districts.
Overview
- Key Challenges: Unintuitive, non-scalable, legacy system
- Key Solutions: Customized, scalable Salesforce implementation
- Key Impact: Raised productivity, efficiency, user adoption
challenges
- Legacy system with an inability to communicate with modern systems
- Unintuitive, non-user-friendly, error-prone system
- Incompatible with newer data and systems, resulting in scattered and segregated data
- Non-scalable, inflexible and contrary to the company’s growing needs
Solutions
- Built a custom-tailored Salesforce implementation and a centralized hub for all their data
- Established support for each unique channel
- Implemented reports for specialized and categorical reporting
- Executed interactive dashboards, ensuring staff & leadership were able to efficiently manage data
- Trained staff and team members in the new system
Impact
- Unified Data Management: ease in filtering data, flexible and user-friendly database, easy adoption through training
- Streamlined dashboards and reports: improved employee efficiency, optimized workflow
- Generated real-time interactive map: visibility into impact made
