Case Study: a multi-region technology-services firm achieves a 98% Salesforce health-check score with Abstrakt Solutions

a multi-region technology-services firm reaches 98% Salesforce health-check score with Abstrakt Solutions

The customer, a multi-region technology-services firm, lacked the internal expertise to configure its newly upgraded Salesforce Sales Cloud. Their challenge involved setting up complex parent-child account hierarchies, managing multiple vendors and regional pricing, and organizing over 3,000 contacts. They engaged Abstrakt Solutions for an implementation and health check service.

Abstrakt Solutions configured a multi-entity account hierarchy, built regional price books, created executive dashboards, and automated renewal alerts. The solution was fully deployed within the 20-hour Jumpstart engagement, and the firm achieved a 98% Salesforce health-check score. Abstrakt Solutions also equipped a customer-success manager to administer the system going forward.

A Multi-region Technology-services Firm