Case Study: Stacey Robertson Group improves field efficiency and community outreach with Salesforce Maps

New York Marketing Firm Relies on Salesforce Maps for Community Outreach

The Stacey Robertson Group, a New York-based marketing firm for medical practices, needed a technology solution to support its community outreach strategy. Their challenge was to conduct first-hand research efficiently, syncing real-time field data to their CRM to better understand patient needs and identify new prospects for their clients. They turned to the vendor Salesforce Maps for a geo-productivity solution.

By implementing Salesforce Maps, the firm automated its field research processes. The solution provided real-time mobile access to data, and the Click2Create function eliminated manual data entry by auto-populating new prospect details directly from a map into their CRM. Salesforce Maps enabled the team to plan highly efficient routes, maximize their time in the field, and seamlessly add and check in at new locations, which significantly improved their operational efficiency and the quality of insights delivered to clients.

Stacey Robertson Group

Stacey Robertson

Business Development Consultant