Salesforce Consulting and Implementation
Five disconnected systems. Dirty data. No governance. We fixed the foundation.
Five disconnected systems. Dirty data. No governance. We fixed the foundation.
Rebuilding the integration layer, cleaning up years of accumulated data debt, and establishing GDPR-compliant governance for a fast-growing digital media business.
Rebuilding the integration layer, cleaning up years of accumulated data debt, and establishing GDPR-compliant governance for a fast-growing digital media business.
Overview
01
A UK-based global digital media company operating across multiple content verticals, with a Salesforce environment that had grown in complexity faster than its internal team could manage.
A UK-based global digital media company operating across multiple content verticals, with a Salesforce environment that had grown in complexity faster than its internal team could manage.
About
About
Client: Confidential (global digital media company)
Client: Confidential (global digital media company)
Industry: Media and publishing
Industry: Media and publishing
Location: United Kingdom
Location: United Kingdom
Scope of work
Scope of work
Integration rebuild across five external platforms
Integration rebuild across five external platforms
Zapier dependency reduction
Zapier dependency reduction
Full fit-gap analysis and data dictionary
Full fit-gap analysis and data dictionary
Data cleanup, deduplication, and archiving GDPR-compliant data tracking
Data cleanup, deduplication, and archiving GDPR-compliant data tracking
Ongoing maintenance, documentation, and training
Ongoing maintenance, documentation, and training
Tech stack
Tech stack
Salesforce Sales Cloud
Salesforce Sales Cloud
ActiveCampaign Bizabbo
ActiveCampaign Bizabbo
Piano
Piano
BigMarker ZoomInfo
BigMarker ZoomInfo
Zapier
Zapier
Custom Integration Data Management
Custom Integration Data Management
background
02
The business had outgrown its Salesforce architecture, and Zapier was holding the gaps together.
The business had outgrown its Salesforce architecture, and Zapier was holding the gaps together.
Challenge
Challenge
The business was running Salesforce alongside five external platforms, ActiveCampaign, Bizabbo, Piano, BigMarker, and ZoomInfo, with no reliable integration between any of them. Data was getting out of sync constantly. The team was patching gaps with Zapier tasks that had accumulated into an expensive and fragile workflow. Data integrity was compromised across the board. There were no usable reports or dashboards. The org was cluttered with unstructured data, test records, unused custom objects, fields, and reports that had never been cleaned up. Best practices had not been followed across testing, data management, or user management. The internal team had limited visibility into how the platform was structured or what was connected to what. Moreover, GDPR compliance for data tracking had not been properly established..
The business was running Salesforce alongside five external platforms, ActiveCampaign, Bizabbo, Piano, BigMarker, and ZoomInfo, with no reliable integration between any of them. Data was getting out of sync constantly. The team was patching gaps with Zapier tasks that had accumulated into an expensive and fragile workflow. Data integrity was compromised across the board. There were no usable reports or dashboards. The org was cluttered with unstructured data, test records, unused custom objects, fields, and reports that had never been cleaned up. Best practices had not been followed across testing, data management, or user management. The internal team had limited visibility into how the platform was structured or what was connected to what. Moreover, GDPR compliance for data tracking had not been properly established..
Is your Salesforce org held together by Zapier tasks and manual workarounds? Book a 15-minute call
We will show you a cleaner way to run it.
Book your session
Is your Salesforce org held together by Zapier tasks and manual workarounds? Book a 15-minute call
We will show you a cleaner way to run it.
Book your session
the process
03
Approach
Approach
STEP
01
Streamlined and rebuilt the integration layer
Streamlined and rebuilt the integration layer
Reviewed all existing integrations between Salesforce and external systems, and established new, reliable integrations for seamless data synchronisation across ActiveCampaign, Bizabbo, Piano, BigMarker, and ZoomInfo. Reduced the number of Zapier tasks by 50%, cutting monthly costs significantly and removing a fragile dependency from the architecture.
02
Cleaned up the org
Cleaned up the org
Performed a full fit-gap analysis and data mismatch review, provided a data dictionary for key objects, fixed data duplication across the system, cleaned and archived unstructured, duplicate, and historical data, and established GDPR-compliant data tracking across the platform.
Performed a full fit-gap analysis and data mismatch review, provided a data dictionary for key objects, fixed data duplication across the system, cleaned and archived unstructured, duplicate, and historical data, and established GDPR-compliant data tracking across the platform.
03
Provided ongoing maintenance support
Provided ongoing maintenance support
Delivered ongoing admin support and system maintenance after the cleanup and integration work was complete, along with process documentation and appropriate training to improve internal Salesforce platform knowledge and reduce dependency on external support for day-to-day tasks.
Delivered ongoing admin support and system maintenance after the cleanup and integration work was complete, along with process documentation and appropriate training to improve internal Salesforce platform knowledge and reduce dependency on external support for day-to-day tasks.
Results
04
From five disconnected systems to one governed platform
From five disconnected systems to one governed platform
+
Lower cost, less fragility
Lower cost, less fragility
50% cost reduction on Zapier tasks on a monthly basis, removing a fragile dependency from the architecture.
50% cost reduction on Zapier tasks on a monthly basis, removing a fragile dependency from the architecture.
+
Reliable integrations across the stack
Reliable integrations across the stack
Five external platforms reliably integrated and synced with Salesforce, ActiveCampaign, Bizabbo, Piano, BigMarker, and ZoomInfo.
Five external platforms reliably integrated and synced with Salesforce, ActiveCampaign, Bizabbo, Piano, BigMarker, and ZoomInfo.
+
Clear data foundations
Clear data foundations
Full fit-gap analysis completed and a data dictionary established for key objects.
Full fit-gap analysis completed and a data dictionary established for key objects.
+
Clean, trustworthy data
Clean, trustworthy data
Duplicate and unstructured data cleaned and historical data archived.
Duplicate and unstructured data cleaned and historical data archived.
+
Compliant by design
Compliant by design
GDPR-compliant data tracking established across the platform.
GDPR-compliant data tracking established across the platform.
+
Internal capability built
Internal capability built
Process documentation and training delivered to improve internal platform knowledge.
Process documentation and training delivered to improve internal platform knowledge.
The bottom line
The business was running Salesforce alongside five disconnected external platforms, held together by a growing web of Zapier workarounds, with no data governance and no GDPR-compliant tracking in place. We rebuilt the integration layer across all five platforms, cut Zapier tasks by half, cleaned and governed the underlying data, and established GDPR-compliant tracking, backed by documentation and training so the internal team could sustain it going forward.
The business was running Salesforce alongside five disconnected external platforms, held together by a growing web of Zapier workarounds, with no data governance and no GDPR-compliant tracking in place. We rebuilt the integration layer across all five platforms, cut Zapier tasks by half, cleaned and governed the underlying data, and established GDPR-compliant tracking, backed by documentation and training so the internal team could sustain it going forward.
Case Studies
06
Freatured projects
Freatured projects
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