The inspiring teams making data work for them
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How Olive Tree Holdings spends 95% less time managing APEX code
Olive Tree Holdings used to rely on APEX to match new leads to existing data. When it became too complex to maintain they made the switch.
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How Copado achieved 4x faster speed-to-lead with Traction Complete
Copado struggled with slow, manual lead assignment and realized they needed a solution that could provide agility and control.
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How Hexagon improved sales efficiency, customer experience, and ABM with Complete Hierarchies
Hexagon needed a better way to visualize and maintain accurate master data in Salesforce.
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How YMCA of San Diego County decreased duplicates by over 75% with Complete Clean
The YMCA wanted to improve their member’s online sign-up experience which meant addressing their CRM’s duplicate problem.
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How GTA Homes reduced their data footprint by 57% with deduplication
GTA Homes needed to resolve their duplicate issue, as it was leading to conflicts among their agents.
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How Zoom drove sales efficiency and effectiveness with clean account hierarchies
Zoom needed a way to visualize accounts hierarchies in Saleforce so their sales reps could effectively sell to global organizations.
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How Cresta’s RevOps team overhauled territory planning and lead routing
Cresta struggled to define rules of engagement for their largest accounts due to a lack of visibility into hierarchy structures.