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.