Customer data of the client was spread across multiple CRMs (MS Dynamics, SFDC Classic), with each brand of the firm independently housing and managing data. The objective was to create a customer master data on SFDC Lightning to enable downstream analytics.
Our solution had to effectively combine data from multiple sources across the globe, identify and remove duplicates and gain business intelligence through parent child hierarchy, cross sell opportunities, prospect identification and customer firmographic information.
We proposed to enable this using the following approaches:
We proposed to enable this using the following approaches:
Integrated master data on SFDC lightning platform enabled sales reps in creating cross-sell opportunities valued over USD 4.6M within three months
Detailed reports and dashboard created on new SFDC Lightning platform for individual and overall business segments have helped provide insights for decision making to leadership and sales teams
