Eleanor Spolyar - Principal Consultant, PMO
Company Name: Payscale
Location: Seattle, Washington
Salesforce Products and Functionality Used: Sales Cloud, CPQ
Payscale is a high-tech company that specializes in providing compensation data and software solutions to businesses. The company was founded in 2002 and is based in Seattle, Washington. Payscale's primary focus is providing businesses and employees with accurate and up-to-date information about compensation and benefits trends in their industries, allowing Payscale users to manage their compensation strategies more effectively.
Aleysian and Payscale partnered to accomplish the following Project Goals -
Reduce the number of issue tickets related to an Salesforce Organization merge
Clean-up Product Account and Contact Data
Conduct a Flow Overhaul to architect a simpler and more scalable solution
Decreased the client backlog of Salesforce organizational merge related issues by 75%.
Instituted solutions which corrected organizational wide issues of the Annual Recurring Revenue, which gave the organization more accurate reporting on hundreds of thousands of dollars.
Created an Account Matching algorithm using DemandTools which identified around 14,000 potential duplicate accounts. This algorithm also handled determining surviving records and surviving field values.
Conducted an Salesforce organization-wide Flow clean-up which assessed over 300 requirements and gave Payscale a scalable go-forward solution, illustration below.
If you need help with strategizing your organizational merge, architecting your Salesforce flows, or a foundational data cleanup, reach out to an Aleysian expert today.