Case Study: Maber Architects streamlines opportunity and project data in Salesforce with Purus

Maber Architects streamlines Opportunity and Project data with Purus for more accurate Salesforce reporting

Maber Architects, an architecture and design practice, needed to streamline how opportunity and project data was submitted from an external system into their Sales Cloud. Their challenge was to ensure this data was fed accurately into Salesforce to improve reporting and dashboard reliability. Purus was engaged to help address this integration challenge.

Purus implemented a solution using Zapier to push Opportunities into Salesforce. A flow was built to automatically check if an Account already existed using its name and postcode, attaching the Opportunity to it or creating a new Account. This streamlined the submission process. As a result, Maber now feeds accurate data into Salesforce, which has led to more accurate and effective reporting. Purus also conducted an audit of existing customizations to provide further data insights.

Maber Architects