Case Study: Retail Merchant Services improves Salesforce adoption and lowers TCO with Gauri

Retail Merchant Services lowers TCO with Gauri through Salesforce audit

The payment service provider Retail Merchant Services (RMS) faced challenges with low adoption and a high total cost of ownership for its Salesforce CRM implementation, casting doubt on the platform's long-term effectiveness for its fast-growing business. The company engaged the vendor Gauri to conduct a deep-dive audit of its Salesforce deployment.

Gauri conducted a comprehensive assessment that identified areas for improvement in architecture and best practices, as well as a significant license spend mismatch. Gauri articulated a clear roadmap for RMS to better leverage Salesforce for campaign and pipeline management, which resulted in a significantly lowered total cost of ownership.

Retail Merchant Services (rms)