Major data clean-up and Sales Cloud strategy redesign for promotional products

The challenge

After several years on Sales Cloud, Promo Direct's org had become cluttered with redundant data, making it hard for the sales team to navigate and manage — requiring a strategy redesign, a major clean-up and a new data structure.

Our solution

Following an in-depth audit of the existing system we agreed a new data structure and transformation roadmap: a massive cleanup of unused data, processes, objects and components; new structures and import templates; data import aligned to user needs; a guided process for external document sending and signing; and redesigned Sales Cloud flows.

Impact

• Redundant data, objects and processes removed
• New data structure with reusable import templates
• Guided e-signature process for external users
• Simplified, streamlined sales business flow