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NSF: Staff Augmentation

Case Study

Optimized Salesforce and streamlined business processes.

Successfully optimized Salesforce and Pardot integration with rapid launch and high user adoption.

Engagement

Engagement type

Staff Augmentation

Product

Product

Sales Cloud & Pardot

Industry

Industry

Professional Services

NSF is an independent organization that is committed to protecting and improving human health and the environment on a global scale.

NSF is an independent organization that is committed to protecting and improving human health and the environment on a global scale.

Overview

Key Challenges: Map Salesforce and Pardot data on short timeline
Key Solutions: Customized reconfiguration and migration
Key Impact: Successful, rapid launch with high user adoption

Challenges

Challenges

Map data and processes to Salesforce and Pardot via custom coded program
Massive, unstructured, unoptimized database
Suboptimal initial implementation
Aggressive timelines to begin support, implement features and transfer data and files

Solutions

Solutions

Mapped and automated existing processes into Salesforce and Pardot
Restructured and cleaned database and migrated historic data
Implemented multi-currencies with active support
Developed and implemented UI for Quotas from scratch
Provided org-wide training on new processes

Impact

Impact

Delivery under pressure: successfully went live as per schedule
High user adoption: user base grew from 90 to 150, massively improved workflows and efficiency
Long-term support: successful project with high client satisfaction resulted in long-term staff augmentation contract

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NSF: Staff Augmentation