Salesforce Implementation for Conversant Media.

Client Overview

Conversant Media is a leading digital media company specializing in personalized advertising solutions and data-driven marketing. Part of Epsilon, Conversant combines the power of data, technology, and strategic partnerships to deliver highly targeted and relevant ads to consumers across various digital channels. Their platform integrates real-time consumer insights and robust analytics to create personalized ad experiences that drive engagement and conversion. Serving a diverse range of industries, Conversant helps brands build meaningful connections with their audiences, optimize marketing spend, and achieve measurable business outcomes through innovative, data-driven strategies.

Technologies Used

  • Salesforce CRM
  • Lightning Web Components (LWC)
  • JavaScript

Challenge

Conversant Media faced challenges with multiple siloed Salesforce instances across different teams, leading to data fragmentation and duplication. Management was unable to obtain consolidated reports, making it difficult to gain accurate insights into business performance. The company needed a strategy to consolidate these instances into a single Salesforce instance, streamline business processes, and improve data accuracy across the organization.

Solution

NAVAM Digital’s Salesforce experts collaborated with Conversant Media to analyze the existing Salesforce implementations and develop a comprehensive consolidation strategy. The solution focused on unifying business processes, reducing data redundancy, and enhancing reporting capabilities. Key activities included:

  • Business Process Refinement: Worked with various teams to refine and standardize business processes across the organization, ensuring a smooth transition to a single Salesforce instance.
  • System Re-architecture: Redesigned the Salesforce architecture using modern technologies that support diverse team processes, ensuring scalability and flexibility.
  • Data Deduplication and Migration: Developed a custom process to identify and merge duplicate accounts and contacts, ensuring clean and accurate data before migration.
  • Case Management Redesign: Revamped the case management process to align with the consolidated Salesforce instance, improving efficiency and response times.
  • Advanced Analytics and Reporting: Implemented enhanced reporting tools to provide management with accurate, real-time insights into business performance.

Results

The consolidation of Salesforce instances at Conversant Media led to significant cost savings and improved operational efficiency:

  • 40% Reduction in Software License Costs: Consolidating into a single Salesforce instance eliminated the need for multiple licenses, reducing overall costs.
  • 70% Decrease in Development and Maintenance Costs: Streamlined processes and a unified platform led to significant reductions in ongoing development and maintenance expenses.
  • Improved Data Accuracy: The consolidation process ensured that management had access to accurate, up-to-date reports and analytics, enhancing decision-making capabilities.

NAVAM Digital's expertise in Salesforce consolidation has been transformative for Conversant Media. Their thorough analysis and strategic recommendations enabled us to unify our systems and processes, resulting in significant cost savings and improved data accuracy. The streamlined processes and advanced analytics have empowered our teams to work more efficiently and provided leadership with invaluable insights. We are extremely pleased with the outcome and the professional service provided by NAVAM Digital

- Rick D, Director IT, Conversant Media.