Salesforce Solutions for a Data Management and CRM Services Company

Industry

TechnologyNon-Profit

Services

Salesforce DevelopmentData MigrationNonprofit Cloud

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsNonprofit CloudData Loader

Challenge

A data management company offers analysis and modelling, CRM, data enrichment and hosted database management to for-profit and non-profit clients.

It needed Salesforce expertise to deliver CRM projects and data migrations for its clients:

Complex data migrations into Salesforce.
Different needs for non-profit and commercial clients.
Data quality issues.
Limited Salesforce development capacity.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the data management services company's processes and goals.

Data migration

Client data cleansed, de-duplicated and migrated into Salesforce.

Nonprofit solutions

Donor, grant and programme management configured for non-profit clients.

Data enrichment

Integrations enrich records with external data.

Ongoing support

Winklix provides development and admin support for client orgs.

Data Management Services Company solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

Successful data migrations for clients.
Tailored solutions for non-profit and commercial clients.
Improved data quality.
Extra Salesforce capacity on demand.

Data Management Services Company

Facing a similar challenge? Talk to Winklix about what we could build for you.

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Challenge

A data management company offers analysis and modelling, CRM, data enrichment and hosted database management to for-profit and non-profit clients.

It needed Salesforce expertise to deliver CRM projects and data migrations for its clients:

Complex data migrations into Salesforce.

Different needs for non-profit and commercial clients.

Data quality issues.

Limited Salesforce development capacity.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the data management services company's processes and goals.

Data migration

Client data cleansed, de-duplicated and migrated into Salesforce.

Nonprofit solutions

Donor, grant and programme management configured for non-profit clients.

Data enrichment

Integrations enrich records with external data.

Ongoing support

Winklix provides development and admin support for client orgs.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

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Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

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Essential

Analytics

Marketing

Salesforce Solutions for a Data Management and CRM Services Company

Challenge