Case Study: FranklinCovey achieves unified Salesforce data management with Simplus

FranklinCovey unifies 2 Salesforce instances with Simplus

FranklinCovey, a global company specializing in performance improvement, faced challenges with duplicate data and inefficient processes after needing to merge two separate Salesforce instances. Their siloed information and non-communicating systems created extra work and made data hard to trust. They engaged Simplus for advisory, consulting, and custom development services to integrate and streamline their approach.

Simplus extracted, cleaned, and imported all data into a new, unified Salesforce instance. They implemented a duplication prevention tool to automatically merge duplicates and cleansed the historical information. This provided FranklinCovey with a single, collaborative system featuring clean, normalized data and streamlined processes, enabling smarter reporting and more efficient work.

FranklinCovey