Client and Need

  • Digital coupon and downloadable deal company with 12 million shoppers and thousands of affiliate stores and brands nationwide
  • Purchased to manage client relationships
  • Reached out to Statêra for training and expert services to improve CRM ROI


  • Developed plans for application configuration modifications and customized end user training
  • Executed configuration modifications, expert analysis of existing application, and customized end user and administrator training to fit specific organizational needs

Value Added

  • Developed a roadmap for future system enhancements.
  • Performed a “health check” on existing Salesforce instance
  • Addressed existing issues and completed system improvements
  • Improved overall user experience through end user and administrator training