Infocore, a data and marketing solutions firm, faced challenges with inefficiencies and errors due to using two separate databases for Salesforce and document management. They sought help from The CRM Firm (CRMF) to consolidate their systems and optimize processes. CRMF integrated their existing Salesforce Sales Cloud features, creating a unified database and automating various processes, including custom pricing models and media delivery tracking. This transformation resulted in a fully optimized Salesforce ecosystem, eliminating data inaccuracies and inefficiencies, and providing Infocore with accurate, real-time data for better business decisions.
