Case Study: Knoll streamlines Salesforce operations with Trifecta Technologies Managed Services

Knoll streamlines Salesforce operations since 2016 with Trifecta Technologies

Knoll, an internationally recognized manufacturer of workplace and residential furnishings, faced challenges in maximizing its Salesforce investment due to inefficient processes, poor data quality, and a lack of dedicated internal resources. They sought a consulting partner to manage their Salesforce instance and optimize its use. Trifecta Technologies was engaged to provide Managed Salesforce Services and consulting to address these needs.

Trifecta Technologies provided ongoing Managed Services, acting as an extension of Knoll's team to administer and optimize their Sales Cloud org. Their work included streamlining business processes, improving data quality, enabling user adoption through training, and executing strategic projects like a migration to Lightning Experience and the development of a complex custom pricing approvals feature. The results included enhanced productivity, streamlined operations, and such high satisfaction that Knoll renewed its managed services contract for multiple years following the initial engagement in 2016.

Knoll