FranklinCovey

Advisory Services, Consulting Services, Custom Development, Training, Training Services

FranklinCovey needed a way to merge the different instances of Salesforce for a unified streamlined approach to the systems and processes. The same set of individuals continue to register for classes. This was creating duplicate entries within their environment. The merged and historical system contained duplicate data. This made the data hard to use, manage, and trust. Different users were updating different contact records with new and different information. This creates chaos in keeping track of the current state of the record. FranklinCovey uses accounting, billing, quoting, CRM, and other homegrown systems in their business. These systems did not communicate or allow united reporting. This left people to pull separate reports and manually cross-reference the information. They also had dual entries in several systems that caused extra work and data errors.

We extracted, cleaned, and imported all of the data from the acquired company and imported it into a new updated Salesforce instance. This allowed FranklinCovey to have a single system where everyone could collaborate together. We also took the time to clean up the legacy processes and data to follow best practices. A duplication prevention tool was put into place to help manage and automatically merge duplicates as they came into the system. This process intelligently merges information from the new leads into existing data. This helps maintain a clean data set from which to report and work. The historical information was also cleansed and normalized. FranklinCovey has implemented the “Secondary Accounts” feature on the contact to help maintain a central contact record for the person, but allow that person to belong to and be associated with multiple accounts at the same time.