Case Study: Applied CAx improves Salesforce data confidence with Idealist Consulting

Applied CAx - Customer Case Study

Applied CAx, a Portland-based software reseller, had been using Salesforce for years but needed help cleaning up data, reducing knowledge loss from user turnover, and creating a single source of truth for account details. They engaged Idealist Consulting with a tech support agreement to bring in outside expertise and refocus on their core sales process.

Idealist Consulting improved Salesforce by cleaning up duplicate records, adding useful fields like existing assets and purchase dates, and creating a tiering system for sales reps. Applied CAx also centralized partner and login/pricing information in Salesforce, saving time and making account data easier to access; the result was faster onboarding and more confidence in the company’s data and process.

Applied CAx