Case Study: California Milk Advisory Board
The California Milk Advisory Board (CMAB) exists for one purpose: to spread the word about extraordinary dairy products made with Real California Milk. The Board executes global advertising, public relations, research and promotional programs for California dairy products that carry the Real California Milk seal.
SOLUTIONS:
- 1. Sales Cloud
Challenge
CMAB sought a scalable platform for account management, with digital systems and processes to decrease manual tasks, incorporate constituent communication and visibility, as well as improve management reporting and analytics. Additionally, CMAB needed a partner to assist in the transition from Sugar CRM to Salesforce as a single source of truth and provide a solution that could:
- 1. Eliminate manual tasks and complex data manipulation
- 2. Generate management reporting and analytics
- 3. Automatically reconcile and update Accounts and Contacts
- 4. Programmatically update / import Accounts and Contacts from Sugar CRM to Salesforce
- 5. Ensure Salesforce data is always accurate and up to date
Solution
VALiNTRY360 delivered a Sales Cloud solution that:
- 1. Optimizes account management via custom Sales Cloud configurations
- 2. Connects MailChimp and email marketing to the CRM for email tracking and visibility
- 3. Automates lead creation from email subscribers
- 4. Creates custom management reports and dashboards for organizational KPI tracking
- 5. Integrates Zoom phone functionality
- 6. Leverages an ETL tool and custom automations to import Accounts and Contacts into Salesforce quarterly
- 7. Creates confidence in the system with accurate data, and the ability to update that data quickly and easily
Results
