When faced with maintaining their Salesforce instance, Populytics found that their internal skill set was not quite enough to achieve their desired results. Without the ability to self-enable their Salesforce instance, Populytics had manual processes in place where automation would be appropriate. They also had a dated website and broken web-to-lead generation.
Their Salesforce instance was not entirely reflective of their daily operations, with Marketing KPIs and metrics unobserved. There was room for improvement with their data integrity and misaligned workflows that needed to depict business processes more accurately.
Trifecta’s approach to resolving these challenges began with our Managed Services program. To offer Populytics the ongoing support that their business required, Trifecta’s experts became an extension of their team.
Trifecta delivered a platform which further leverages the capabilities of Salesforce. As Populytics makes more productive use of the platform, their ROI increases.
The capabilities for capturing and converting leads are better suited to developing relationships and making sales. Sales teams now have more freedom with their time because of the automation in sales proposals. Automation lessened the time spent on administrative tasks. A large advantage that Populytics now has is the increased visibility of marketing campaigns. Organizing, maintaining, and analyzing their campaigns is now clearer and more intuitive than ever.
