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Improving Efficiencies and Data Hygiene for MajorKey

A leading global software solutions provider.

Majorkey

The Customer

MajorKey , a prominent technology company specializing in delivering innovative solutions, faced challenges that hindered its growth and customer satisfaction. As the company expanded, it became evident that their existing systems and processes were not equipped to handle the increasing complexity of their operations. MajorKey partnered with us to streamline their customer service workflows, improve CRM hygiene, and ensure seamless data integration following a recent acquisition.

The company has more than twenty years of experience in Enterprise Service Management, Identity Governance, Cloud Operations, DevOps, and Managed Services.

Business Consulting

Business Consulting

Industry

500+

500+

Company Size

$100+ Million

$100+ Million

Est. Revenue

Salesforce Org/ Pardot Merger & Consolidation

Salesforce Org/ Pardot Merger & Consolidation

Solution

Challenges

Inefficient Lead Generation and Account Mapping

MajorKey struggled with identifying and managing potential leads. Their account mapping processes were disjointed and led to compromised CRM hygiene.

Customer issues were handled manually, leading to delays and inconsistent resolutions. Cases were logged in Salesforce Service Cloud but lacked automation, resulting in bottlenecks in case management and communication.

MajorKey used Jira to manage engineering tasks related to customer cases, but there was no integration with Salesforce. This created data silos and increased manual effort for task creation and updates.

After acquiring another company, MajorKey faced the challenge of integrating data from the acquired company’s Salesforce instance into their own. This required a seamless migration to ensure business continuity.

The Solution

We collaborated with MajorKey  to develop and implement a comprehensive solution tailored to their specific needs. The project focused on three core areas: automation, integration, and data migration.

Service Cloud Automation

Salesforce and Jira Integration

Data Migration

The Result

Our Salesforce experts helped transform MajorKey ’s operations and push them further along their journey of digital transformation. By automation business workflows and manual processes, we significantly reduced manual labor and freed up their resources on more strategic tasks. 

The business process automation of Service Cloud and its integration with Jira, more specifically translated to enhanced efficiency across their service operation. This not only reduced costs of manual labor but also improved customer satisfaction as customers got more self service tools and faster responses due to automation. 

Our collaboration with MajorKey  post-acquisition was key to their business success. Our team ensured MajorKey  experienced zero data loss during the migration process and also maintained a high level of data hygiene.

Client Testimonial

Our experience with Folio3 has been beyond expectations. Folio3 has completed multiple Salesforce development projects as well as provided suggestions for enhancements for our CRM. The workshops were planned with my team and discussed in detail. Folio3 brings the expertise needed for our organization.
Gabrielle Sampson
MajorKey

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