Insights

A Global Streaming Services Company Automates Almost 70% of Tasks with Salesforce Expertise from Beyondsoft

Author: Josue Zamora

THE CHALLENGE

A leading global streaming services company, known for its engaging digital marketing of movies, TV shows, and sporting events, faced operational inefficiencies due to tool fragmentation and heavy reliance on manual processes.

Marketing teams had to work with Excel spreadsheets, documents, and emails. While these tools solve specific tasks, they were not designed for comprehensive enterprise marketing workflow management or streamlining the full production cycle. The fragmented experience made it challenging to gain a unified view of end-to-end marketing operations. The cumbersome workflow coupled with poor handoff requirements and inconsistent updates led to:

• Difficulty in sharing data across platforms.
• Context and time lost switching between applications.
• Scattered, incomplete and/or duplicate data entry.
• Increased risk of human error and poor collaboration among team members.

Because of these inefficiencies, almost 70% of tasks were performed manually. This slowed down productivity, communications, and led to increasing operational costs.

THE SOLUTION

Finding the right solution to solve marketing operations issues was a challenge. Our client needed a solution that would tightly integrate employee experience without disrupting daily operations. They outlined key requirements and evaluated several vendors.

Since they already have an enterprise Salesforce license, we recommended using it to consolidate multiple tools. This helped them get more value from their existing investment while continuing to work with a system they already knew and that they could use to scale their operations.  

We were chosen for this project not just for our deep Salesforce CRM expertise, but because the solution we recommended fits naturally into our client’s existing workflow. Their employees could continue using a familiar system, requiring minimal training and no additional license cost, making it a straightforward and practical choice.  

Our team of experts including Salesforce Administrators, Developers, and Project Managers quickly connected with the client’s extended team, understanding their pain points and adapting to work within their culture. Our phased approach ensured a thoughtful, methodical transition to a centralized system.

Phase 1: Discovery and Data Analysis

We conducted in-depth discovery sessions to map out business processes, dependencies, and inefficiencies. By integrating four disparate data sources into a single platform through middleware, we laid the foundation for a unified system.

Phase 2: Application Configuration

We customized the Salesforce CRM to combine multiple data sources into one, ensuring it is aligned with the team’s workflow and business needs.

Phase 3: Migration and Optimization

The migration of data and processes into Salesforce provided:

• A single, user-friendly interface.
• Elimination of duplicate data entry.
• Improved team collaboration and communication.
• Consolidated workflows and faster task completion.
• Unified reporting and analytics for better decision-making.

THE RESULTS

Our successful implementation of Salesforce CRM delivered measurable improvements:

• Process Improvement: Almost 70% of manual tasks were automated, enhancing efficiency.
• Efficient Workload Management: Tasks were better distributed, improving team productivity.
• Improved Decision-Making: Leaders gained up-to-the-minute insights into smarter resource allocation.
• Enhanced Adaptability: The system adapted to changing organizational needs.
• Stronger Collaboration: Teams now work in sync thanks to record-level collaboration, reducing silos.

One key moment was when users logged in and experienced the time savings from real-time collaboration within records, allowing seamless updates and more effective customer-centric campaigns. Additionally, the client and their employees are now able to handle 30% more marketing campaigns.

Josué Zamora, Senior Manager, Salesforce Consulting Operations, Beyondsoft

NEXT STEPS

We continue to work closely with the client post-implementation, delivering value with every project sprint. As their trusted advisor for process improvement and automation, we help them maximize the benefits of their Salesforce CRM investment.

Are you looking to improve your Salesforce CRM for better efficiency and collaboration? Contact us today to explore the possibilities.