Case Study: NPP Streamlines Salesforce CRM and Automates Shareback Reporting with Sigma Infosolutions

NPP streamlines Salesforce for 300,000 members with Sigma Infosolutions

NPP, a major US-based savings platform for businesses and employees, needed to customize its Salesforce CRM to automate workflows, integrate third-party data, and generate custom profit and commission reports. They engaged Sigma Infosolutions to overcome these challenges and develop a comprehensive solution using Salesforce Sales Cloud and Pardot.

Sigma Infosolutions implemented a wide range of customizations, including Web-to-Lead forms, API integrations, automated email notifications, and a custom-coded quarterly Shareback process. This eliminated extensive manual work, automated data capture and updates, and provided NPP with real-time reporting dashboards. The solution delivered significant benefits, such as auto-calculating financial distributions and creating a more efficient system that integrated all crucial data directly within Salesforce.

NPP