Client Overview

Location: Fargo, ND, USA

Employees: 500 - 1,000

Industry: Agricultural Equipment

Solution: Sales Cloud, Service Cloud,

Go-Live Dates: On Going

Intelligent Ag Solutions does extensive research and development to advance precision agriculture and machine management technology, apply this technology to products that support a variety of crops, and deliver our products to markets around the world.

Challenge

Sales and Service data tracked in two different Salesforce instances based on past company divisions. The Aviation side of their business requires much stricter data management in comparison with the rest of their business

Inconsistent data governance and data quality that didn’t align with other master data systems
Vonage and Salesforce integration stopped working
Need for better tracking of Cases
Difficulty generating reports for the sales team

Solution

We migrated a large portion of the Salesforce users and data into the IntelligentAg sales instance

We fixed the Vonage and Salesforce connection. We also added automation to Vonage-created calls to move data to the appropriate fields
We added Case Products on Cases for more accurate tracking of product issues in Salesforce
We cleaned up Opportunities to remove double tracking of data
We’ve improved the Lightning Experience apps and have moved many users over to Lightning Experience
We have built reports and dashboards to accurately capture the data users are trying to review
We integrated Salesforce and Gmail

Result

The user migration has allowed for a more unified Sales processes and division of business based on product lines rather than previous business affiliation

Vonage data has been much easier to manage as a result of the integration fix and associated automations
They have expanded sales reporting and are able to accurately share data to the management team when they were previously unable to do that
Salesforce data tracking has become more accurate as data management practices have been unified