Case Study: Metropolis streamlines Salesforce operations and reporting with Agency73

Metropolis streamlines Salesforce operations with Agency73 and cuts license costs with Platform licenses

Metropolis, a SaaS company providing parking solutions, partnered with Agency73 to tackle challenges stemming from their rapid growth. Their Salesforce implementation needed to be optimized to streamline data management, simplify team workflows, and securely provide data to partners and executives for informed decision-making.

Agency73 implemented a comprehensive Salesforce solution that included automating the lead intake and site onboarding processes, creating custom Slack integrations for efficient field service case management, and building tailored Tableau dashboards for partner reporting. To control costs, Agency73 utilized Platform licenses to grant partners secure report access without a full Salesforce license. The results provided Metropolis with a solid operational framework, enabling immediate ticket triage and giving partners direct access to their sales funnel data.

Metropolis