A financial services client ran its pipeline on spreadsheets, with no consolidated view and customer data scattered across disconnected systems. We consolidated it onto Salesforce.
The challenge
The client managed its sales pipeline in spreadsheets. There was no consolidated view of opportunities, follow-ups were missed, and legacy customer data was spread across disconnected systems.
They needed one place to see the pipeline, and confidence that the data underneath it was sound.
The approach
We delivered a Salesforce Sales Cloud implementation with full data migration from the legacy systems. That meant data cleansing and field mapping before anything moved, validation rules to keep the new records clean, pipeline automation, and reporting dashboards built around how the sales function actually measures itself.
The migration was treated as its own workstream: legacy data was cleansed, mapped and validated so the team could trust the numbers from day one.
Technology
The outcome
This engagement is presented anonymously to respect client confidentiality. Revenue growth reflects the wider programme this implementation formed part of, not this workstream in isolation.
A CRM that should be doing more?
Start a conversation