Build a Secure Salesforce Foundation for Scalable Business Growth
From an unstructured Salesforce setup to a secure, well-governed CRM foundation
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About the Client
A large, expanding professional services company had to oversee a variety of teams and their customer relationships, business development and operations. As the company grew, its current Salesforce environment required a firm base to improve operational efficiency.
The company was trying to implement a new Salesforce organization and wanted that organization to be set up correctly from the beginning. Users also required the correct access to be able to do their daily duties.
Security and data management requirements were important. Leadership needed to have transparent access controls, visibility of data, and day-to-day CRM management.
The organization also required a scalable system that would be able to handle future expansion without producing too much administration and user trickiness.
Customer Feedback
“The new Salesforce environment has helped our teams work much more clearly, with improved access management and an improved platform on which to build the future.”
Director of Business Operations
The Salesforce offers a secure basis for business operations
The Unboxx team created and configured a new Salesforce instance that fits the company's use and security needs.
User accounts, roles, profiles and permissions setup to provide teams with different access levels, while maintaining the protection of sensitive information.
Salesforce data management standards were also introduced to place these business information handling standards across teams.
The environment was validated and tested prior to user adoption. This allowed one to identify early configuration problems and provide a better starting point for the users.
Teams were assisted through user onboarding support to understand the new environment and to adhere to consistent processes from the start.
The Difference Unboxx made
The company transitioned from a non-structured salesforce to a structured CRM specifically tailored to their business needs.
Clear roles, profiles, permissions and access controls allowed administrators to better control access to and management of information.
Data governance practices also led to a more uniform way of running CRM administration. Teams would be more confident with business information management.
The new foundation eliminated future configuration issues, allowing the organization ample space to expand Salesforce as they continued to grow.
Results
Improvement in User Access Management Consistency
Improvement in Data Governance Compliance
Reduction in Initial Salesforce Administration Issues
Improvement in User Onboarding Readiness
Improvement in CRM Data Management Consistency
Increase in Confidence in Salesforce Security Controls
Key Takeaways
The company transitioned from an unstructured implementation process to a Salesforce system around security, user management, and data practices.
Improved access control, governance, and user onboarding led to a more streamlined user and administration experience.
The outcome was a robust and scalable Salesforce solution that was capable of supporting routine business operations, enabling user acceptance and readiness for future expansion.