Alliance Advisors

The Challenges

Alliance Advisors, a B2B consulting services company specializing in strategic support for public companies’ annual meetings, recognized the need to expand the use of their Salesforce Sales Cloud platform. They sought to leverage Salesforce to replace their current PORT system’s functionality, eliminate data silos, and streamline their business processes. Alliance Advisors aimed to integrate Salesforce with NetSuite, their financial management system, to establish a unified and cohesive platform from business development to billing. Additionally, they desired to implement a project management system within Salesforce to seamlessly manage projects, track hours, and monitor project progress.

The Solutions

Omnivo Digital, a trusted Salesforce consultancy, engaged with Alliance Advisors to address their Salesforce transformation objectives. They embarked on a project to rebuild Alliance Advisors’ existing Salesforce org, focusing on the following key goals:

1. Salesforce Sales Cloud Configuration: Omnivo Digital set up and configured Salesforce Sales Cloud to replace the functionality of the current PORT system, enabling Alliance Advisors to streamline their sales processes and eliminate data silos. This transformation ensured a more efficient and integrated workflow for their sales team.
2. Data Migration: Omnivo Digital successfully completed a data migration for the current PORT records into Salesforce. This process ensured the seamless transfer of historical data, enabling Alliance Advisors to maintain continuity in their operations.
3. NetSuite Integration: Omnivo Digital implemented a robust integration between NetSuite and Salesforce, creating a cohesive system that unified business development activities with billing processes. This integration allowed for seamless data flow and eliminated the need for manual data entry or duplicate records.
4. Project Management System: Omnivo Digital leveraged the capabilities of the Salesforce platform to implement a project management system for Alliance Advisors. This system facilitated the smooth transition from sales to project execution, enabled efficient time tracking, and provided visibility into project progress, all within a single system.

The Results

The Salesforce transformation project undertaken by Omnivo Digital proved to be a resounding success for Alliance Advisors. The company experienced numerous benefits and continues its engagement with Omnivo Digital under a managed services contract.

1. Enhanced Functionality: Alliance Advisors achieved an expanded and enhanced Salesforce platform, surpassing the capabilities of their previous PORT system. The Sales Cloud configuration, combined with the project management system implementation, provided Alliance Advisors with a comprehensive solution tailored to their specific needs.
2. Data Consolidation and Efficiency: By eliminating data silos and integrating NetSuite with Salesforce, Alliance Advisors achieved a unified system that streamlined their business processes. This consolidation improved data accuracy, reduced manual efforts, and enabled seamless workflows from business development to billing.
3. Improved Project Tracking: The implementation of the project management system within Salesforce enabled Alliance Advisors to efficiently track project hours, monitor project progress, and seamlessly transition from the sales phase to project execution. This enhanced visibility and control improved project management efficiency and client satisfaction.
4. Continuous Support: Since the project’s successful completion, Alliance Advisors has continued their engagement with Omnivo Digital under a managed services contract. This ongoing partnership ensures that Alliance Advisors receives consistent support, updates, and enhancements to their Salesforce org as their business evolves.

Alliance Advisors’ Salesforce transformation with Omnivo Digital exemplifies the power of leveraging Salesforce’s capabilities to optimize business processes, enhance data management, and improve overall operational efficiency. By partnering with Omnivo Digital, Alliance Advisors successfully replaced their existing PORT system, consolidated their data, and gained a comprehensive platform that supports their strategic goals.