endorsedCompleted

Salesforce CRM Integration for Marketing Consulting Company

Services Covered:

CRM Solutions • Big Data Analytics and Business Intelligence

Industry

Business Consulting & Services

Duration

14 months

Budget

50K - 199K

Start Date

1 July 2023

Team Size

1-5 Employees

Engagement Model

Nearshore

Project Capability Score (PCS)

82/100

Strong

Project Capability Score (PCS) estimates how capable RichBrains is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Aexus

Arnhem, Netherlands

Project Summary

RichBrains performed a Salesforce CRM integration for a marketing consulting company, conducting data assessment, migration, process automation (Apex and Flows), AWS Lambda middleware integrations, and user training. The engagement delivered a fully functional, customized Salesforce environment with improved sales process efficiency, enhanced data management, and increased team productivity. The vendor demonstrated strong project management, delivering milestones on time and responding promptly to feedback.

Key Challenges

Seamlessly integrate Salesforce CRM and migrate from the previous system without disrupting operations

Project Deliverables

Salesforce CRM integration and customization
Data migration and integrity verification
Process automations (Apex and Flows)
AWS Lambda middleware integrations
User training and handover

Project Solution

The vendor conducted an exhaustive review of existing CRM data and executed a full Salesforce migration and customization. They designed, developed, and tested process automations using Apex and Salesforce Flows, configured user profiles and permissions for security, and implemented middleware integrations via AWS Lambda. The engagement included data integrity checks and comprehensive training to ensure a smooth transition and user adoption.

Project Outcome

Improved sales process efficiency
Enhanced data management capabilities
Increased team productivity
Delivered milestones on time and maintained high responsiveness
Demonstrated deep Salesforce expertise

Platforms

CRM
Cloud

Tech Stack

AWS Lambda

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Thanks to the CRM integration, the client noticed improved sales process efficiency, enhanced data management, and better team productivity. RichBrains showcased excellent project management, as they delivered on time and were very responsive. Moreover, their Salesforce expertise stood out.”
Anonymous
Department Director
Date: 04/11/2024