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Delivering Lasting Customer Success with Salesforce Managed Package Development & Real-Time Data Verification

industry

Industry

SaaS company

industry

Sub Industry

Salesforce CRM and Sales Engagement

industry

Products

Salesforce Sales Cloud Implementation

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Services

Salesforce Sales Cloud

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Location

USA

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60%

Reduced manual efforts

45%

Increases efficiency of Sales Reps.

85%

Increased overall efficiency of team performance.

Overview

Modigie is a results-driven SaaS company specializing in sales, mastering the art of scaling B2B prospect engagement. They excel at uncovering and resolving inefficiencies from a bulk B2B contact data, empowering businesses to achieve unprecedented performance levels. Modigie optimizes your existing investments in personnel, data providers, and technology seamlessly through our Salesforce-native Managed Package.

Challenges

  • Managing Entire Customer Data- As leaders in B2B prospect engagement, Modigie faced the challenge of businesses insisting on verified & real-time contact and lead data, an imperative information to get started with their sales activities. The need of the hours was a comprehensive platform to handle the influx of onboarded businesses and their information.
  • Compilation of Modigie Software in a Application- The arduous task of integrating all the features of their data enrichment engine into a single platform proved challenging, given that the engine was initially constructed using external APIs, adding to the complexity.
  • Struggling with Accurate Predictions - Accurate predictions, including customer churn, invoice payments, and data legitimacy, presented significant hurdles for their team, relying on available data.

Solutions

We unified business data with Salesforce Sales Cloud Implementation, ease out data verification with a Data Diagnostic Process, developed a Managed Package listed on Salesforce AppExchange, and harnessed Einstein Prediction Builder for data validation and actionable insights.

Simplified Data Management with Salesforce Sales Cloud: We implemented Salesforce Sales Cloud, providing a seamless solution for data management and unification.

Managed Package for Enhanced Connectivity: Our team developed a Managed Package to be listed on AppExchange, enabling users to seamlessly connect with Modigie’s services, comprising the comprehensive functionality of Modigie application.

Data Diagnostic Process for Reliable Information: To enhance data authenticity, we introduced a Data Diagnostic process, ensuring each piece of information was thoroughly diagnosed before reaching users, facilitating seamless connections and trust in real-time data.

Accurate Predictions with Salesforce Einstein Prediction Builder: Leveraging Salesforce Einstein Prediction Builder, we offered a solution for precise predictions within Salesforce Sales Cloud reports and dashboards, empowering teams with valuable insights for informed decision-making.

Customer Onboarding & Technical Support: Beyond Salesforce development, we provided invaluable assistance in onboarding customers onto Modigie software and extended technical support to ensure a smooth journey for their clients.

Introduced “Employer Verification” Feature: We introduced a feature to validate employers sourced from the Google Cloud Platform.

Streamlined Bulk Record Updates: We developed automated job scheduling based on specific criteria to efficiently update records in bulk from GCP.

Enhanced LinkedIn Data Integration: We improved data integration by mapping LinkedIn fields to Salesforce fields, ensuring the acquisition of updated LinkedIn IDs.

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Benefits

  • Increased Data Accuracy and Trustworthiness, Minimizing Errors.
  • Heightened User Connectivity, Resulting in Improved Customer Engagement.
  • Data-Driven Decision-Making, Leading to Enhanced Business Performance.
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