Salesforce Audit for a Plastics Distributor

Categories: Case Study

After completing a robust audit, CLOUDSTREET provided the client with a detailed report that not only answered many of their questions but provided the data they needed to drive improvement. Because the analysis was sorted by the severity of issues and the effort and complexity in resolving them, the client was able to tackle the issues with the greatest impact and the least amount of effort first, producing quick results with little investment.

CHALLENGE

A B2B plastics distributor invested in Salesforce in hopes of building their pipeline and growing revenues but was experiencing a myriad of challenges limiting success: low user adoption; disparate, non-standardized and duplicative application procedures; and
data errors, data integrity concerns, data duplication, and other data issues.

SOLUTION

CLOUDSTREET implemented a Salesforce Audit. Our robust audit analyzed every aspect of the program, from how it aligns with business strategy to dashboard optimization.

RESULTS

At the conclusion of the audit, CLOUDSTREET was able to provide the client with a detailed analysis of all issues and proposed solutions categorized by security concerns, complexity, the level of effort required to resolve, and the business benefit of each change. This provided the client with the ability to implement the changes that required the least amount of effort and produced the most impactful results.