Managed Services - Nationwide Tax Consulting Firm

Background

Our client is nationwide leader in tax consulting services to small and medium sized businesses for R&D tax credits and 179 Tax deductions. They serve end clients and a large network of CPAs

Challenges

Their Salesforce implementation was out of the box and was not configured to optimally support their business development and marketing team. Below were some of their challenges:

Unclean data due to lack of clean-up prior to data migration

Tedious referral process that led to lost or delayed responses

Manual and cumbersome process to sort through a large database to find promising leads

Manual data entry leading to bad and inconsistent data

Lack of a 360 degree view of the prospect and customer

Solutions

Jean Martin engaged with the client and was able to quickly turn around and provide solutions to the users and stakeholders. Our solution included:

Doing a one time cleanup of the data and putting validation rules
Creating tools that helped map accounts and opportunities within Salesforce
Implementing Process builders and triggers to avoid duplicate data entry

Creating dashboards for different groups within the organization
Improving UI so that users are focused on relevant information

Results

Jean Martin was able to achieve extraordinary results in a very short amount of time. The client has been extremely pleased with Jean Martin and has engaged us in a Managed Services contract to help them with their ongoing needs. The results speak for themselves:

70% increase in user adoption by the business development and marketing team

85% increase in response times to referrals and a 30% increase in the revenue that comes in from referrals

Managed Services - Nationwide Tax Consulting Firm

Background

Challenges

Solutions

Results

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