Case Study: Intuit Health improves Salesforce adoption and reporting with StarrData

Intuit Health deletes 100,000+ duplicate records with StarrData

Intuit Health faced low user adoption of Salesforce, which resulted in inadequate sales and marketing reporting. This lack of insight hindered their ability to track lead conversion, campaign ROI, and client acquisition costs, forcing sales managers to manually compile data. StarrData was engaged to address these challenges.

StarrData simplified the system by deleting over 100,000 duplicate records and implemented measures to prevent future duplication and stale opportunities. They enhanced security with a role hierarchy and created standardized sales dashboards for tracking performance. Additionally, StarrData verified lead sources for accurate campaign monitoring. The results included increased user adoption, improved user satisfaction, complete visibility into sales KPIs, and the new ability to measure campaign ROI effectively.

Intuit Health