Case Study: CM Utilities Group improves Salesforce sales processes and reporting with Ignyto

CM Utilities Group improves Salesforce reporting in 5 days with Ignyto

CM Utilities Group, a UK-based utilities services company, sought a health check of its Salesforce implementation to ensure it followed best practices and better matched its sales methodology. They engaged Ignyto to perform this assessment and improve their Sales Cloud configuration and reporting capabilities.

Ignyto conducted a comprehensive five-day Sales Cloud health check, covering user management, object configuration, and governor limits. This resulted in an improved sales user experience, enhanced data management aligned with their sales process, and better reporting oversight. The project also included user upskilling and provided a clear set of recommendations for future improvements, with the customer praising Ignyto for its excellent communication and effective results.

CM Utilities Group