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.
engagement type
Managed Services
product
Sales Cloud
industry
Business Improvement District
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
challenges
- Abandoned and obsolete original Salesforce implementation and database, not customized for a BID
- New client data was externally stored, scattered and disorganized
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
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
