All work
Salesforce & CRM2026
CRM Cleanup & Implementation
This field service company had years of buildup in Salesforce. We cleaned it up and reconfigured it around how they actually work.
Client
Field service company
Year
2026
Services
Implementation & Cleanup, Salesforce Audit & Action Plan
The challenge
Duplicate records, empty fields and confusing customizations meant reports nobody trusted and decisions made on gut feel.
What we did
We deduplicated and migrated their data, restructured objects, fields and permissions, and rebuilt reports and dashboards that reflect reality.
Results
- Clean, deduplicated customer data
- A structure that fits their workflow
- Reports and dashboards the team trusts
