Client: Springboard Collaborative
- Salesforce Sales Cloud
- Salesforce Experience Cloud
ABOUT CLIENT
Springboard Collaborative is an education-focused organization that partners with school sites to deliver literacy programs.
NEED
Springboard Collaborative’s Account and Opportunity data was unreliable, invoicing was not tied to the right accounts, and a partner-user automation was locking new users out because it activated before their data finished syncing to other systems.
APPROACH
CloudMasonry started small to build trust, then addressed each problem at its source before mapping the future state.
- Delivered a focused Account and Opportunity cleanup with redesigned invoicing tied to the right accounts.
- Fixed the partner-user activation timing so new users are provisioned only after their data has finished syncing.
- Ran a Discovery and Roadmapping engagement to map the future state.
OUTCOME
Springboard Collaborative replaced unreliable Account and Opportunity data with a clean, accurate structure, fixed invoicing so it ties to the right accounts, and resolved the timing issue that had been locking out new partner users before their data finished syncing. The Discovery and Roadmapping work that followed gave Springboard a clear map of its future Salesforce state to build toward.
- Reliable Account and Opportunity data with invoicing tied to the right accounts.
- Partner-user activation resolved, ending the new-user lockouts.
- A clear future-state roadmap delivered through Discovery and Roadmapping.
