Salesforce Consulting and Implementation

case study

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.

Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and focused

Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and focused

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

Custom estimation and budgeting engine

Custom estimation and budgeting engine

Omni-Channel case routing and workflow automation

Omni-Channel case routing and workflow automation

Apollo.io, HubSpot, LinkedIn & DocuSign integrations

Apollo.io, HubSpot, LinkedIn & DocuSign integrations

Salesforce data cleanup and storage optimization

Salesforce data cleanup and storage optimization

Validation, governance and process automation

Validation, governance and process automation

Tech stack

Tech stack

Salesforce Sales Cloud

Salesforce Sales Cloud

ActiveCampaign

ActiveCampaign

Bizabbo

Bizabbo

Piano

Piano

BigMarker

BigMarker

ZoomInfo

ZoomInfo

Zapier Custom Integration Data Management

Zapier 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

Facing similar challenges in your Salesforce org? 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

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

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

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. 

If your Salesforce environment is held together by manual workarounds and disconnected systems, we can fix that.

If your Salesforce environment is held together by manual workarounds and disconnected systems, we can fix that.

Get a free audit and a clear integration roadmap.

Book a call

Case Studies

06

Freatured projects

Freatured projects

Aroma360

A fragmented org with performance issues and no DevOps process, rebuilt for stability, adoption, and sustainable growth.  

Consumer Products  

BSA  

BSA  

Field Service Lightning implementation, full DevOps enablement, and Sales and Service Cloud optimization delivered offshore across the Australian timezone.  

Field Services  

CFMG Capital

Salesforce Manual processes replaced with automated integrations, applicant verification, and e-signature workflows across a live Sales Cloud environment.

Financial Services

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