Case Study
Streamline campaign management
A disorganized database led to poor sales insights, which was solved by creating a centralized dynamic database that cut turnaround time and boosted efficiency.
engagement type
Estimated Project
product
Sales Cloud & Pardot
industry
Education
Fishtree helps K-12, higher education and corporate educators around the world deliver a scalable, personalized learning experience to every learner with the click of a button.
Overview
- Key Challenges: Disorganized database, poor sales insights
- Key Solutions: Created a centralized dynamic database
- Key Impact: Cut turnaround time and boosted efficiency
challenges
- Static and scattered prospect data hampered the managers’ visibility into sales
- Reliance on spreadsheets to track customer data
- Non-automated email campaigns were difficult to track and analyze
Solutions
- Flexible and scalable Pardot implementation
- Created a centralized dynamic database, updated through Salesforce's trackers
- Set up automations to run and manage multiple campaigns
- Enabled dynamic and personalized reports for sales team
Impact
- Streamlined internal communication: efficient campaign management and increased sales
- 50% reduction in turnaround time of reports & forecasts: reduced workloads and improved employee process efficiency
- 360° overview of systems & processes: aided in informed business decisions