The Stages First, VRP quickly set to work migrating the platform to the new account-based solution. This involved creating bespoke apps and tools to help the business migrate existing leads into appropriate contacts, accounts and opportunities en masse. In some instances new records were created using a combination of a sophisticated data mapping algorithm, (not otherwise commercially available), and standard features within Salesforce. VRP then de-duped/cleansed existing data, configured input validation rules to enforce data accuracy and placed safeguards to prevent future duplication. Lastly, VRP added enhancements driving sales for Connex Partners’ members by introducing new products and processes for subscriptions. VRP also created an “engagement engine” to log contact interactions (e.g., emails, tasks, events, meetings and portal activities) to provide insights for optimizing marketing and prioritizing new business activities.
The Result Connex Partners has now empowered its sales users with accurate insights, reports and dashboards. Users no longer need to dedicate excessive time analyzing prospects’ interactions with the business. Salesforce admins are free from heavy workloads, as they no longer need to manually correct data errors or spend hours generating reports. With their improved, streamlined solution, sales teams can now maximize opportunities and accelerate the sales process. Connex Partners can rest assured their new toolset is scalable to support future growth.
Company Profile Connex is an exclusive, invite-only network of C-level HR, Healthcare decision-makers and meticulously vetted partners. Connex Partners creates value by efficiently identifying alignment around needs and solutions. With nearly 20 years of experience leveraging unique in-person and virtual engagements, Connex engineers opportunities for value generation.
