Case Study: StepUp Durham modernizes Salesforce data management with Tero

StepUp Durham eliminates duplicate records with Tero

StepUp Durham, a nonprofit organization supporting job seekers, faced challenges with data duplication and a misconfigured workflow in their Salesforce NPSP system. They engaged Tero, a Nortal company, to migrate and centralize their data into a new Salesforce org with a refined architecture to enable new workflows and improve data quality.

Tero implemented a solution that involved data cleansing, deduplication using a third-party AppExchange app, and a careful migration of historical records using tools like Data Loader and Visual Studio Code. The result was a centralized and restructured CRM that eliminated duplicate records, improved overall data quality, and streamlined operations for StepUp Durham, enabling new and optimized workflows.

StepUp Durham