• Econiverse wanted to implement the Marketo Lead Management solution, to better promote their clients’ businesses and manage their own marketing campaigns. But for maximum efficiency, Marketo needed to be tightly integrated with their CRM platform of choice, Salesforce CRM. Further, Econiverse needed “admin-level” training on the Salesforce platform, to leverage Reporting, Dashboards and other capabilties.

Solution:

• The integration of Marketo and Salesforce is hardly “plug and play,” rather, it requires careful mapping of the data fields, and the creation of a new Salesforce “User.” ForceBrain.com performed the needed integration steps in just a few days, and set up a training and optimization program to provide Econiverse personnel with Admin-level familiarization and customized reports to track ongoing marketing campaigns.

Results:

• Marketo Lead Management configured and optimized tailored to Econiverse’s organizational needs.
• Salesforce optimization and training.
• Econiverse is now managing all marketing campaigns using the integrated Marketo and Salesforce platforms.

Challenge:

• UrbanDaddy.com was seeking a more efficient manner to manage 10,000 annual ad units.  Each month, they sell nearly 1000 ad units, and their current solution was breaking at the seams.  They needed a solution that would scale with their rapid business growth, and assure nothing got dropped through the cracks.

Solution:

• Hire ForceBrain.com Custom Cloud Services, and prototype a custom application (built on Force.com).

Results:

• UrbanDaddy.com had a prototype completed in roughly 6 weeks time frame.
• UrbanDaddy.com now able to transform their business from a disconnected solution of flat files (Outlook Calendar & Spreadsheets) to an online real-time relational database.
• Full visibility into their ad inventory, of nearly 1000 monthly ad units.
• Zero worry about IT infrastructure, since the solution is in the cloud.

Challenge

• Marketo deployment was off track and not producing ROI.
• VP of Marketing and staff could not effectively manage documents & data.
• Web-to-Lead forms required re-deployment.

Solution

iRise hired ForceBrain Cloud Temp Services.

• Bring Marketo, web designer, and IT together to deploy Marketo.
• Configured “Marketing Admin” profile to better manage documents & data, and launched document management.

Results

• Lead qualification greatly improved, by routing web-to-lead to lead scoring and maturation engine, and only qualified leads into Salesforce.com.
• Marketing department able to control and manage all corporate collateral, and optimize lead data.

Challenge

• Critical sales data was buried 4 levels deep in Salesforce.com.
• Efficiency to be gained in assessing existing customer status and contract renewal data.
• Valuable selling time being spent with administrative tasks.
• Revenue could be affected.

Solution

• Hire ForceBrain.com Sales Cloud Services to aggregate valuable Salesforce.com data.
• View critical sales contract data immediately at the top Account level.
• Determine customer subscription status efficiently.

Results

• Ingres can now view critical sales data immediately at the top Account level
• Ingres is spending roughly 100 more hours each month on renewing more large contracts, not administrative tasks.
• Ingres expects revenue to grow as a result!

Challenge:

• Configurations did not accommodate complex business processes.
• Data scattered across 4 databases.
• User adoption below 50%.
• Zero visibility into sales activity, or marketing ROI.

New CRM strategy and steering committee established.
Executive dashboards and reporting implemented.
Worldwide discovery & training process.
Quarterly lead campaigns deployed.
Results
Data consolidated into single repository.
User adoption reached over 95%.
Configurations accommodated direct & channel, -and- enterprise, pro, and consumer product lines.
Real time visibility into sales activity, and marketing ROI.Configurations did not accommodate complex business processes

Solution:

• New CRM strategy and steering committee established.
• Worldwide discovery & requirements gathering conducted.
• Gap analysis & business processes documented.
• Custom configurations implemented.
• Quarterly lead campaigns deployed.
• Executive analytics implemented.
• Training conducted for users, management, and administrators.
• On going support offered.

Results:

• Configurations accommodated direct & channel, -and- enterprise, pro, and consumer product lines.
• Data consolidated into single repository.
• Real time visibility into sales activity, and marketing ROI.
• User adoption reached over 95%.

Challenge:

• It was suspected that roughly 40% of over 100,000 lead records in Salesforce.com were duplicates.
• To build effective campaigns in Silverpop (Vtrenz), various records of data needed to be normalized, rendering the data consistent. For instance, to make all accounts of “California, CA, Cali” to “California”.
• ForceBrain.com had to achieve this without requiring iRise to license any expensive tools, such as DemandTools.
• ForceBrain.com had to complete the job in 1 week.

Solution:

• iRise hired ForceBrain.com Data Services.
• ForceBrain.com defined duplicate vs. survivor criteria and fields to copy to survivor.
• ForceBrain.com acquired limited read-only API access to export a copy of over 100,000 lead records.
• ForceBrain.com normalized all data to an ISO2 standard.
• ForceBrain.com utilized the merge API to remove duplicate records.
• ForceBrain.com worked with iRise on an iterative approval process to review the dataset.

Results:

• In 1 week, ForceBrain.com cleansed and normalized over 100,000 lead records for iRise.

Challenge:

• Advanced Image Direct needed expert assistance bringing their bar napkin sketch to life, in a working Force.com prototype.

Solution:

• Hire ForceBrain.com Custom Cloud Services to innovate their business, by developing v.9 of Cloud2Mail for Salesforce.
• ForceBrain.com worked a lot of overtime directly with the founding President of Advanced Image Direct to help prototype his vision to life.

Results:

• Advanced Image Direct received a dedicated prototype team of our best Force.com developers, and despite repeated delays with their API, they had a working model in under 60 days.

• Maguire Zay required a very unique configuration of Salesforce CRM to manage multiple client call lists, inside one Salesforce CRM database.

Solution:

• Hire ForceBrain.com Sales Cloud Services to configure the Sales Cloud, migrate various data sources, and host multiple training sessions.

Results:

• Maguire Zay’s owner now has 100% visibility into the activity & success of his business development team.
• Maguire Zay has zero IT infrastructure concerns, with their new solution.
• Maguire Zay is no longer at risk of losing valuable CRM data, if an employee resigns.

Challenge:

• NSI Partners, like many clients, was tired of Goldmine CRM and ready to move their sales organization to the cloud with Salesforce CRM.  Only one problem.  Extracting and migrating Goldmine data is known to be a very troubling task.

Solution:

• Hire ForceBrain.com Data Services, backed by our 3-Point Guarantee, to extract, cleanse, normalize, and migrate any data source.

Result:

• Virtually all Goldmine CRM data, including emails and activities were migrated to the Sales Cloud.

Testimonial:

“ForceBrain.com managed our data and email migration from Goldmine (SQL version) to Salesforce. When the project hit a roadblock and communication issues left us wondering who was responsible for the problems encountered, the project leader had one question and one answer. Q. “If it were my data would I be happy?” A. “No? Then we’re not done.” These guys really busted their backsides to get it right, and they did!! We’re delighted!“ -NSI Partners Management

Challenge:

• California Health School Center’s Association (CHSC), a non-profit organization, desperately needed an affordable solution to manage their fund-raising activities efficiently.

Solution:

• CSHC acquired the free 10-users of Salesforce Enterprise Edition, available for non-profits.
• CSHC hired our Non-Profit Cloud Services to launch the Salesforce Non-Profit CRM application.
  • CSHC received a highly configured version of the application, tailored to their specific needs.
  • CSHC data was cleansed & migrated into the application.
  • CSHC received training and on-going support of the application, to assure their success.

Results:

• CSHC is finally able to track fund-raising progress to goal in real-time!
• CSHC is no longer at risk of losing valuable data.
• CSHC has zero IT infrastructure concerns, with their new solution.
• From initial phone call to complete deployment, CSHC was managing their non-profit in the cloud, in a matter of weeks!