Our client, a large Publishing and Event organisation based in US has a need for a solution to enable its executive finance team and account directors to understand and manage all their account financial data and relationships which consisted of many and varied products and offerings.
Our client, a large Publishing and Event organisation based in US has a need for a solution to enable its executive finance team and account directors to understand and manage all their account financial data and relationships which consisted of many and varied products and offerings. The organisation’s executive also required and consolidated reporting regime with the ability to monitor activity and objective to improve the sales results and accurate pipeline reporting and forecasting.
• Publishing
Through the discovery phase Girikon identified the use of various CRM solutions for all six finance verticals/business units. The consolidation of this information provided a challenge to the organisation’s management.
The discovery phase was extensive and Girikon’s Salesforce consultants and project team worked with all six departments to identify and agree to a comprehensive list of requirements and features.
Girikon’s understanding of Salesforce solution and database enabled an extensive exercise in data mapping. The huge number of daily transactions also needed to be taken into consideration when defining the cutover phases and downtime for the volume of users.
Girikon project team provided the client with an effective plan and solution consolidate the six CRMs
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