Lead Gen

Challenge
First Advantage sales people often attend trade shows and collect a number of leads through business cards.  On average it was taking sales reps two to three weeks to transfer this information into their systems.  As time passed, the quality of these leads began to diminish.

Solution 
Through CardScan, sales people can scan cards into Salesforce so that lead records are automatically populated.  These leads can then be attached to email campaigns for follow-up.

Result
This process on average now takes sales people 10 percent of the time it used to take.  CardScan has also helped to build stronger pipeline for the inside sales teams.

Data Cleansing

Challenge
First Advantage needed an administrative toolset to improve efficiency on updating and cleansing data within Salesforce.

Solution
DemandTools is a high performance suite of tools for AppExchange data manipulation, ETL (Extract, Transform, Load), deduplication, and duplicate prevention.

Result
DemandTools has effectively saved many hours of valuable time on updating and cleansing data in Salesforce.  It's taken 'updating thousands of Salesforce records', 'daily de-duping', and 'importing data' from 100's of days to complete down to just HOURS.  The implementation and integration between Salesforce and DemandTools was also extremely quick and easy.

Advanced Reporting

Challenge
Combining different levels of Salesforce objects and outside data sources for more effective analytic reporting can become a complex process.

Solution
Crystal Reports allows users to build and combine analyses using data from tables and reports within multiple data sources.

Result
Crystal Reports helps users to achieve a higher level of reporting and to effectively distribute analytics to multiple levels of both Salesforce and non-Salesforce users.

“The AppExchange has helped us make tremendous strides as far as lead gen, data duplication, and general sales inefficiencies.  Installation is incredibly easy!"  

-Application Manager, First Advantage CREDCO

Access Permissions

Challenge
First Advantage wanted to sync its network permissions with its Salesforce permissions.

Solution
Through Sxip Audit, Salesforce permissions are tightly integrated with Microsoft Active Directory.  The system allows First Advantage to create a single sign-on through the corporate directory. 

Result
Productivity has increased as a result of decreases in password lockouts.  Also, First Advantage is better protected against terminated employees.