Salesforce and Data.com Integration Case Study

1. Salesforce and Data.com Integration Case Study

2. About the Client The client is a leading family restaurant chain with more than 250 restaurants in 29 states across the United States.

3. The Challenge The client was using Salesforce for their CRM activities and regularly ran marketing campaigns in all the states, where they operated, to reach out to potential customers for their event catering services. They were searching for a market intelligence solution that could be integrated into their CRM system to help them identify and run targeted marketing campaigns for their services.

4. Kairos Solution The client approached Kairos to help them evaluate and finalize the right market intelligence product as well as to integrate the product with their Salesforce system. Kairos suggested Data.com to the client. Data.com is a robust and powerful marketing intelligence solution giving access to millions of contact and account data and a global database from D&B. The entire project was completed within three weeks during which we ensured the following: • Integrated Data.com with Salesforce CRM using webservices (REST API). • Customized the search criteria to suit the client’s requirements. • Presented the search results to the end users in desired format and location.

5. Business Impact With this integration effort, the client was able to observe the following improvements: By integrating the Data.com database into their CRMs, the client was able to filter information by prospects according to their search criterion and store it in a desired location inside Salesforce.com. They can then use this information for sales and marketing activities. This greatly reduced the time spent by the team in downloading the same information repeatedly and ensured the consistency of data used across the teams.

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