Data Cleansing for a B2B SaaS Company
A B2B SaaS company specializing in collaboration spaces struggled with disorganized data in Salesforce. They faced duplicate accounts and orders, inaccurate account hierarchies, and mismatched invoices and contracts. These issues hampered their reporting, customer management, and billing processes, leading to inefficiencies and customer dissatisfaction.
Challenges of Data Cleansing for a B2B SaaS Company
Over 25% of accounts were duplicates, leading to confusion and reporting errors.
Account hierarchies were incomplete or misaligned, causing segmentation issues.
Contracts and invoices lacked proper links, resulting in billing delays.
Fragmented data across Marketing Cloud and Sales Cloud disrupted workflows.
Solution of Data Cleansing for a B2B SaaS Company
TechTorch implemented the following:
- Account De-Duplication: Removed duplicate accounts and orders, consolidating records into single, accurate entities.
- Hierarchy Structuring: Aligned and completed account hierarchies for better segmentation and reporting.
- Contract and Invoice Linking: Re-established links between contracts and invoices, ensuring accurate billing.
- Cross-Cloud Integration: Synchronized data across Marketing Cloud, Sales Cloud, and CPQ to enable seamless workflows.
- Data Accuracy Improvements: Used automation and validation tools to enhance overall data quality.
Results of Data Cleansing for a B2B SaaS Company
Improved Accuracy: Reduced duplicate records by 60%, ensuring clean and reliable data.
Faster Billing Processes: Resolved invoice-to-contract mismatches, reducing billing delays by 40%.
Enhanced Reporting: Delivered accurate and actionable insights, improving forecasting by 50%.
Operational Efficiency: Streamlined workflows across Salesforce clouds, enabling scalable growth.
Conclusion
TechTorch’s Data Cleansing in Salesforce service provides businesses with a reliable, scalable, and efficient Salesforce environment. By addressing common data challenges and implementing tailored solutions, we help businesses unlock the full potential of their Salesforce systems. Contact TechTorch today to ensure clean, accurate, and connected Salesforce data for your organization.
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