Case Study

Migrating Sales from Excel to Salesforce

A High Growth Company Improves Sales Operations by Moving to Sales Cloud

The Challenge

Goal #1

The primary objective was to modernize the client’s sales process. The majority of the Sales and Pipeline data was stored in shared Excel spreadsheets. While workable on a small scale, this was not scalable for the client’s long term needs. Forecasting, formalization of a sales process, data formatting and hygiene were critical issues that needed to be addressed.

Goal #2

The company was in a growth phase and needed to continue to operate with a minimal disruption of operations as they scaled to meet market demand. However, this presented a significant challenge due to: <ul> <li>multiple data sources</li> <li>inconsistent data formatting</li> <li>duplicate and incorrect data</li> </ul>

The client needed help scaling, to ensure that their revenue operations could meet their increasing marketing demand.

Focused Solutions

Sales Cloud

Data Mapping & Migration

Key Success Metrics

  • Project went from kickoff to final solution delivery in only 11 weeks
  • Instead of multiple disparate spreadsheets, client now has all their critical sales data in a single, functional platform
  • The fast implementation of Salesforce set the stage for fast-follow deployments of CPQ and a Marketing Automation solution