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Case Study

Downtown Santa Monica: Managed Services

Case Study

BID focused streamlining and optimization of Salesforce

An abandoned, uncustomized Salesforce implementation was replaced by a tailored Salesforce solution for daily operations, boosting efficiency and productivity.

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engagement type

Managed Services
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product

Sales Cloud
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industry

Business Improvement District
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Downtown Santa Monica, Inc. is a non-profit organization that works with the City of Santa Monica to promote economic stability, growth and community life within this unique neighborhood.

Overview
    • Key Challenges: Abandoned, uncustomized Salesforce implementation
    • Key Solutions: Tailored Salesforce for daily operations
    • Key Impact: Boosted efficiency and productivity
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challenges
    • Abandoned and obsolete original Salesforce implementation and database, not customized for a BID
    • New client data was externally stored, scattered and disorganized
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Solutions
    • Built a customized, BID-focused Salesforce implementation
    • Implemented a centralized, dynamic database and imported historical data
    • Integrated email, easing activity tracking, contact maintenance and simplified scheduling
    • Trained staff to leverage new functionalities daily, streamlining workflows and improving efficiency
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Impact
    • Significant improvements in efficiency: faster and streamlined internal communications, elimination of slow and tedious processes, improved performance through customized Salesforce training
    • 360° overview of processes and tasks: improved visibility into practices, reports, productivity, and analytics via reports and dashboards

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