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Case Study

NSF International: Staff Augmentation

Case Study

Optimize Salesforce and streamline business processes

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

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engagement type

Staff Augmentation
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product

Sales Cloud & Pardot
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industry

Professional Services
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NSF International 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
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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
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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
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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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