Initially, the client's Salesforce environment was a hive of activity, brimming with automated processes and custom integrations, all managed in-house. However, challenges surfaced when the key maintenance personnel departed. This left the system's sustainability hanging by a thread.
Charting Success in Subscriptions by Salesforce Turnaround
Redtag brought innovation for a market leader in the subscription market by revamping the existing Salesforce solution
Providing a Fresh Subscription Experience for Customer
The transformation brought about by Redtag’s services was palpable. The client experienced a significant uplift in their business processes, notably in areas like lead assignment, management, and subscription monitoring. Here’s the list of the main achievements:
- Optimized Lead Assignment: The steps involved in assigning leads were significantly reduced, making the process more efficient;
- Streamlined Lead Management: Redtag simplified the overall lead management procedure, enhancing its effectiveness;
- Efficient Subscription Management: The client experienced a more streamlined approach in handling subscriptions;
- Effective Management of Active Subscription Users: The process of managing users with active subscriptions became more straightforward;
- Enhanced Monitoring: Redtg’s solution enabled better tracking of Active/Inactive contacts and accounts, improving data accuracy and usability.
The reengineered Salesforce environment not only streamlined their operations but also equipped them with insights to prevent data-related pitfalls. By bridging the gap between their existing practices and industry standards, Redtag ensured a future-proof, efficient system.