Oil & Gas

Industry Case Study

The Challenge

As part of a larger global initiative to streamline data management and distribution across its stakeholders, our client began using SalesForce. It didn’t take long for them to realize that this out-of-box solution would require additional integrations and customization to fully meet the needs of their unique organizational structure.

Solution Requirements

Manage over 14,000 locations, large data sets and unique identifiers.
Ability to look at data geographically.
Design and support the software and all customizations.
Review, design and customize reporting.
Work within allocated budget, while implementing changes within rigid time-constraints.

Our Solution

RDM provided a seamless transition for the client based on a working relationship with their team, business objectives and data.

The goal for our team was to maximize budget dollars and minimize the duplication of efforts by determining roles and responsibilities between RDM and the client.
As certified SalesForce Administrators we understood the inner workings of the software. This allowed RDM to consult with the client and address the design specifications in a timelier manner.
Developers trained in Apex code were secured to begin customizing the client’s SalesForce instance to meet design specifications.
Reporting was customized.

Results

10000

Locations managed

Within months, we were able to deliver the desired customizations and personnel to manage their SalesForce instance, all within budget.

RDM customized SalesForce to address the business needs of our client and continues to administer their SalesForce instance.
RDM has dedicated employees working alongside the client in their corporate offices and at RDM.
Our staff manages automation, support, and design for all SalesForce customization projects in the operations department.
Additional responsibilities include consulting with the client's global team.

Manage. Build. Maximize.

RDM has the expertise to guide your CRM initiative. Whether its SalesForce, Microsoft or a customized solution, our goal is to help you deliver maximum results, while meeting corporate objectives. Contact us today for a FREE consultation.