Problem: The client was unhappy with the way leads were being entered and did not have a process for qualifying the leads. They were constantly creating duplicates and wanted to find a way to measure marketing ROI. Challenge: The business users were not using the system to manage their work. They were simply using it…
Read Article »Problem: Customer information was being tracked in separate databases, dependent on the organizational unit. Marketing lists were created by combining individual lists and Performance metrics were reported after activities were completed. Solution: Guided data migration effortts. Moved contacts without accounts or activity back to leads. Introduced record types: forecasting and products. Revamped the web form lead…
Read Article »Problem: Alexandria Economic Development Partnership needed to stand up an organization from the ground up. Spreadsheets and paper notes were limiting their ability to grow and track their results. Challenge: A very tight budget and short timeframe complicated the requirement to provide visibility into the ongoing efforts of the organization to bring business into the…
Read Article »Problem: Current CRM had limited capabilities and was not meeting their needs. Were not able to add new functionality they needed. Challenge: Key resource that maintained the current CRM was leaving in 2 weeks and needed to have a system in place prior to departure. Security was controlled by the record owner’s assigned Borough. Solution:…
Read Article »Problem: AEDP wanted to be able to capture and track available properties in Alexandria and be able to present a web based application to allow user to find these properties. Challenge: Keeping track of available properties and presenting them in a user friendly web based search. Solution: Buan Consulting created objects to keep track of…
Read Article »Problem: Were using Access DB, Excel, Emails to manage: Voter Registration, Officers, Officer training, paper Response forms, email notifications, work location Challenge: Tracking and maintaining Officer data per Election. Track Officers working in Precinct other than Home Precinct. Make sure that each Precinct had the correct number of Officers. Solution: Setup Salesforce custom objects to…
Read Article »Problem: Self implementation resulted in data silos which needed kid glove handling in order to remove. The team was ready to begin sharing, but they weren’t sure how to remove the barriers. Huge email lists with no way of monitoring the lists. 50% adoption rate. Challenge: Constantly evolving business processes and lack of understanding of…
Read Article »Problem: This small non-profit released a detailed RFP for combining multiple systems into a single system. The organization hoped to eliminate duplicate data entry, shadow systems and many of the “work-arounds” developed to manage data and generate reports in their legacy systems. Challenge: Identify, procure and implement an alternative database to the Council’s current data…
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