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Case Study

Fishtree: Estimated Project

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.

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engagement type

Estimated Project
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product

Sales Cloud & Pardot
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industry

Education
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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
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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
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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
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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

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