Case Study
Fragmented silos of data in Sales Force Automation system & legacy CRM system and spreadsheets utilized for data management
Fragmented silos of data in Sales Force Automation system & legacy CRM system and spreadsheets utilized for data management
Document_35_01-05_01 © 2019 Profisee Group, Inc. World’s largest company dedicated to industrial automation and information, making its customers more productive and the world more sustainable. Strategy • Real-time integration with CRM, ERP, and marketing automation. • Consolidation and migration from disparate legacy systems. • Automated process for data management previously managed manually. • Expose conflicts of interest across customer records. Challenge • Fragmented silos of data in Sales Force Automation system. • Legacy CRM system and spreadsheets utilized for data management. • Lacking data quality controls across multiple systems. • Lost revenue opportunity due to inaccurate customer records. PROFISEE CASE STUDY Industrial Automation Technologies US $5.9 BILLION FY16 GLOBAL REVE