Case Study: The PEO People finds competitor and prospect data across Salesforce with KonaSearch

The PEO People - Customer Case Study

the PEO People, a professional employment organization broker, faced a challenge with data scattered in Salesforce. As CEO Eric Raymond explained, his team entered crucial information about competitors and prospects into various incorrect fields, making it nearly impossible to find. They required a robust search solution, which was provided by vendor KonaSearch, to look through every field and object.

KonaSearch implemented a solution that could search all Salesforce object fields, attachments, notes, and even external data sources. The impact was immediate; Raymond could instantly find the competitor information he needed. He stated that the tool was essential, as it enabled him to locate critical data that was previously lost due to inconsistent data entry practices, effectively closing the deal within a week of the demo.

The PEO People