Customer Success Stories: Salesforce CPQ, Data Migration & Pardot Implementation for Industry-Leading Human Resources Firm

Ad Victoriam Solutions partnered with a human resources firm that unifies employee engagement through EAP and well-being programs as well as perks and recognition for employees. They work with 49,000 businesses and provide a network of 20,000+ clinical experts and 16,000 retail merchant partnerships.

Read the case study to find out the results.

The Story

This company required a trusted advisor to guide them through a complex data migration, process standardization, CPQ (Click, Price, Quote) and Pardot implementations. Teams were using separate CRMs and spreadsheets to manage data and processes. They needed someone who could simplify the complex.

The Challenges

  • DATA MIGRATION
    • Mapping between three
    • different systems
    • Managing data quality
  • SALES CLOUD (process standardization)
    • Managing a sharing model to meet EU privacy laws
    • Managing data needed to track and
    • commission brokers
  • CPQ
    • Tracking sales of configurable products
    • Managing dual approval tracks for
    • one product
  • PARDOT
    • Meeting requirements of a global team
    • including managing anti-spam laws

The Value/Results

Within two months of implementation, the company was up and running with their legacy data fully migrated into Salesforce, including data from various spreadsheets. They have visibility into their products and customers like they never did before, and we were able to accommodate changes in processes and product offerings along the way with little impact to their budget and timeline.

At Ad Victoriam Solution, we’re problem solvers. Let us tailor a solution just for you. Contact our knowledgeable consultants today to find out how we can help add value to your organization.