Case Study: Fathom improves Salesforce reporting and automation with Cloud Next Level

Fathom reduces spending and boosts Salesforce reporting with Cloud Next Level

Fathom, a digital marketing specialist firm, was using Salesforce alongside spreadsheets and an external business analytics tool for reporting, leading to a fragmented system. Their Manager of Information Technology and Security lacked Salesforce expertise. They engaged vendor Cloud Next Level with the initial goal of reproducing their external sales and pipeline reports directly within Salesforce to gain better integration and visibility.

Cloud Next Level implemented a comprehensive solution by replicating reports, building custom objects for account plans, creating executive dashboards, and transitioning the team to Salesforce Lightning. This eliminated the need for the external analytics tool, reducing spending and providing better visibility into sales cycles. The vendor also trained and certified the IT manager, enabling Fathom to become self-sufficient. As a result, Fathom simplified its tech stack, documented its business processes, and gained the tools to maintain the system as they grow.

Fathom