Overview
Discover how The Kilpatrick Group (TKG) leveraged Salesforce to optimize their marketing solutions and manage data more effectively.
What You Need To Know
TKG aimed to eliminate duplicate data, ensure seamless data integration into Salesforce and improve the capture of old lead records post-merge.
Why It Matters
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.
What HIC Did
HIC Global Solutions assisted TKG in automating data management processes and improving data accuracy through advanced Salesforce solutions.
Overview
Discover how The Kilpatrick Group (TKG) leveraged Salesforce to optimize their marketing solutions and manage data more effectively.
What You Need To Know
TKG aimed to eliminate duplicate data, ensure seamless data integration into Salesforce and improve the capture of old lead records post-merge.
Why It Matters
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.
What HIC Did
HIC Global Solutions assisted TKG in automating data management processes and improving data accuracy through advanced Salesforce solutions.
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.
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.
Challenges Faced
TKG encountered several challenges in its data management processes:
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.
Challenges Faced
TKG encountered several challenges in its data management processes:
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.
Challenges Faced
TKG encountered several challenges in its data management processes:
They were facing issues with
- Duplicate Data Issues
- Lack of Data Integration
- Inefficient Lead Record Management
The presence of duplicate data consumed significant resources and led to inefficiencies.
Ensuring that no duplicate data entered the Salesforce system and merging duplicates overnight was crucial.
Capturing old lead records post-merge in Salesforce required an efficient solution.
Proposed Solutions
Our highly skilled Salesforce Developers at HIC Global Solutions came up with some interesting ideas on Salesforce Development Services for TKG. Our developers brainstormed and understood the key details behind every challenge and tried to overcome them. The results were yet again impressive.
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.
Proposed Solutions
Our highly skilled Salesforce Developers at HIC Global Solutions came up with some interesting ideas on Salesforce Development Services for TKG. Our developers brainstormed and understood the key details behind every challenge and tried to overcome them. The results were yet again impressive.
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.
Proposed Solutions
Our highly skilled Salesforce Developers at HIC Global Solutions came up with some interesting ideas on Salesforce Development Services for TKG. Our developers brainstormed and understood the key details behind every challenge and tried to overcome them. The results were yet again impressive.
The solutions which we offered to them
- Salesforce Customization for Enhanced Duplicate Check:
- Automation of Lead Record Capture:
- Custom Object Creation:
Fine-tuned the existing duplicate check configuration within TKG’s Salesforce org.
Developed an automation process to store old lead records post-merge.
Introduced a new custom object and required fields, automating processes through the Salesforce Process Builder.
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