Sphere Partners
79 Case Studies
A Sphere Partners Case Study
The client, a leading retail electricity supplier, needed to modernize its sales processes but lacked the in-house resources to migrate from a dated CRM system to a more robust one. They faced challenges with duplicate records, dispersed data, and inaccurate lead attribution, which hindered their sales cycle. They engaged Sphere Partners to manage the upgrade to Salesforce CRM.
Sphere Partners successfully migrated four years of data to Salesforce, developed an algorithm to iteratively identify and merge duplicate records, and automated deal status and source attribution. This solution led to a 100% user adoption rate and increased the deals closed/won rate by 70%, significantly boosting sales productivity and partner relationships.
Leading Retail Electricity Supplier