Case Study
Marketing Automation 

Optimizing Salesforce with Best Practices and Automation

Challenge

Our company partner 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

  • We supported object creation, field configurations, page layouts, record management, and validation rules
  • Additionally, we facilitated user onboarding in Salesforce and Pardot, ensuring a seamless integration and enhanced operational efficiency
client testimonial

“Working with Systato has been game-changing.”

SVP Customer Experience

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