Case Study: Accelerating Salesforce Value for a Mid-Market Streaming Company
Client Background
A US based mid-market streaming and consumer electronics company operating in the internet television space struggled to utilize their Salesforce investment. The organization turned to Baker Tilly to better enhance their platform’s operations, reporting, and customer insights.
The Situation
The company had been working with another service provider to implement Salesforce for nearly two years, but progress remained limited and the platform was not fully live. Delays in configuration, unclear requirements, and misalignment between business needs and technology design slowed adoption and prevented the organization from realizing return on its investment.
As the streaming market continued to grow more competitive, leadership needed Salesforce to function as a practical operational system rather than a long-running implementation project. To move the implementation forward and bring Salesforce into active use, they sought additional support from Baker Tilly to assess the current state and identify a clear path to go-live.
The Solution & Results
Baker Tilly conducted a review of the existing Salesforce implementation to understand what had stalled progress and prevented the platform from going live. The team focused on clarifying business requirements, simplifying configurations, and realigning the solution to immediate operational needs rather than long-term enhancements.
By narrowing scope and prioritizing execution, Baker Tilly helped transition Salesforce out of a prolonged implementation phase and into active use. This approach enabled the company to move forward without restarting the project, preserving prior investments while addressing the issues that had caused delays.
As a result, they achieved Salesforce go-live in approximately two months after nearly two years of limited progress. The organization also began reporting return on investment quickly, establishing Salesforce as a functional system to support reporting and day-to-day operations.
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