7 min read
Key Takeaways
- 40% reduction in duplicate accounts
- 30% improvement in reporting accuracy
- 25% increase in operational efficiency
Products Used
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Salesforce Sales Cloud
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Salesforce Data Loader
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Salesforce CPQ
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Salesforce Custom Objects
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Duplicate Prevention Logic
Customer Overview
Driving Innovation in Steam Turbine Manufacturing Across the Globe
The customer is a global leader in the steam turbine manufacturing industry, operating across multiple countries and serving a wide range of industries. Despite its prominence, the company struggled with fragmented and duplicate customer account data in its Salesforce system, impacting their ability to manage customer relationships, track assets, and generate accurate reports.
Challenge
Tackling Data Fragmentation and Reporting Limitations
The customer faced significant challenges in managing their Salesforce data, primarily due to duplicate accounts and inconsistent record types during account creation. Additionally, the lack of a clear account hierarchy made it difficult to manage relationships and track assets effectively. These issues hindered the customer’s ability to generate accurate reports, impacting overall business decision-making.
Solution
Implementing a Robust Data Management Framework
CriticalRiver addressed these challenges by implementing a comprehensive Salesforce data management and optimization solution. The process included a thorough data analysis and cleanup to remove duplicate accounts, establishing a parent-child hierarchy to unify account structures, and simplifying record types to enhance consistency. Furthermore, account-asset relationships were created to improve visibility, and logic was added to prevent future data duplication.
Impact Delivered
Enabling Accurate Reporting and Streamlined Operations
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40%ReductionIn duplicate accounts, resulting in cleaner, more reliable customer data.
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30%ImprovementIn reporting accuracy, as the optimized system allowed for precise data aggregation and analysis.
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25%IncreaseIn operational efficiency, achieved by simplifying account creation and ensuring proper data structures.
Results
Transforming Salesforce for Better Account Management and Decision-Making
The customer’s Salesforce environment was transformed by CriticalRiver’s optimization efforts. With duplicate records removed, a clear account hierarchy established, and account-asset relationships created, the customer now enjoys streamlined operations. Data standardization has allowed for more accurate reporting at both regional and enterprise levels, and the prevention of future duplication ensures long-term data integrity. This transformation has positioned the customer to make better business decisions, manage assets more effectively, and enhance overall operational efficiency.
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