Trex had been leveraging Salesforce technology for several years and looked to assess the health of their configuration.
Trex implemented Salesforce technology and used it as a key enabler of Sales, Marketing, and Supply Chain. Their instance had grown organically, with internal resources and partners managing that growth. After experiencing productivity improvements with their initial implementation, Trex was anxious to enhance additional business practices. Unfortunately, their internal resources were not able to keep up with the demand.
In order to properly scale in alignment with their projected growth, Trex worked with the Trifecta team to assess the health of their current Salesforce org. The goal of the project was to position Trex’s Salesforce org for success in future Salesforce implementations and enhancements.
Trifecta's team began the Health Check process with some deep-dive interviews to uncover pain points that would indicate issues to investigate further.
We ran the Salesforce Optimizer Report as well as a Lightning Readiness Report. While these reports evaluate and flag potential problem areas, their results are not specific to a client’s Salesforce org; therefore, our team used those results to launch a detailed technical analysis using custom-built tools, evaluated permissions, and completed an in-depth custom code review. Trifecta documented this process, our findings, and detailed recommendations in a summary report with a high-level roadmap for resolution. Following the completion of our reporting, Trex worked with Trifecta to remediate several of the issues uncovered during the Health Check.
Trex was able to optimize their Salesforce org and business processes for long-term enablement by first initiating Trifecta's Health Check.
As a result of this process, we implemented release automation tooling and a change-management process. We evolved their data structure and data capture processes to reduce redundances and inconsistencies, which will also position their org for future initiatives as it is optimally structured to support growth. Finally, we consolidated their complex automations to reduce performance issues and reduce the overall cost of ownership from a maintenance perspective. Following these improvements, Trex has targeted aggressive goals for revenue growth in their Sales, Service, and Marketing Cloud Platforms.
