Integration of Enhanced Data Management with Salesforce to Optimize Marketing Solutions
98%
Capturing old lead records in Salesforce after merge got easier
100%
Reduction in data redundancy
78%
Reduction in data redundancy
Overview
From scattered records to a single automated flow
What You Need To Know
Accurate data management plays a crucial role in effective lead generation and customer relationship management. Ensuring data integrity and streamlined processes enhances operational efficiency and customer satisfaction.
Why It Matters
TKG aimed to eliminate duplicate data, ensure seamless data integration into Salesforce and improve the capture of old lead records post-merge.
What HIC Did
HIC Global Solutions assisted TKG in automating data management processes and improving data accuracy through advanced Salesforce solutions.
Challenges Faced
Bottlenecks slowing every hand-off
Duplicate Data Issues
The presence of duplicate data consumed significant resources and led to inefficiencies.
Lack of Data Integration
Ensuring that no duplicate data entered the Salesforce system and merging duplicates overnight was crucial.
Inefficient Lead Record Management
Capturing old lead records post-merge in Salesforce required an efficient solution.
About the Company
Operating out of the U.S., TKG provides services like online lead generation, Aftercare, social media solutions, cloud-based sales management, and more.
Connor Kilpatrick and Beau Jarrell of The Kilpatrick Group (TKG) noticed a dramatic change in customers’ shopping behavior. With this, our client saw a huge gap between what marketing companies promised and what they delivered.
Besides, the firm had a strong belief that traditional marketing lacks important opportunities to reach a wider audience. So, to overcome this issue, our client came up with their firm, The Kilpatrick Group.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Salesforce Customization for Enhanced Duplicate Check:
Fine-tuned the existing duplicate check configuration within TKG’s Salesforce org.
Automation of Lead Record Capture:
Developed an automation process to store old lead records post-merge.
Custom Object Creation:
Introduced a new custom object and required fields, automating processes through the Salesforce Process Builder.
