Case Study
Marketing Automation 
Customer Onboarding

Optimizing Salesforce with Best Practices and Automation

Challenge

Our client needed to optimize their Salesforce setup and improve reporting capabilities to support their growing team.

Solution

Systato revamped their Salesforce with best practices, built a reporting dashboard, and implemented automations using Salesforce Flows.

Results

  • Systato implemented object creation, field configurations, page layouts, record management, and validation rules to improve salesforce optimization.
  • Systato facilitated employee onboarding and training for Salesforce and Pardot, ensuring a seamless integration and enhanced operational efficiency.
client testimonial

“Working with Systato has been game-changing.”

SVP Customer Experience

Get started now

Take your business performance to the next level

Book a Call