SR Consulting

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SR Consulting is a CRM consulting and SI company established in 2020. Their midsize team is in Porto Alegre, Brazil. Their services include CRM consulting and SI, Custom Software Development, IT strategy consulting, and IT managed services.

Client Insights

Industry Expertise

Financial services

30%

Automotive

20%

Advertising & marketing

10%

Construction

10%

Manufacturing

10%

Information technology

5%

Legal

5%

Medical

5%

Telecommunications

5%

Client Size Distribution

Small Business (<$10M) 30%

Midmarket ($10M - $1B) 40%

Enterprise (>$1B) 30%

Common Project Size

$50K-$199K 1 project

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

5.0
1 Review

SR Consulting was hired by Portobello Shop, a Brazilian retail chain specializing in ceramic tiles and flooring solutions, to streamline their customer account management system. The key objectives were to ensure uniqueness of customer accounts in the Salesforce ORG, support in unifying duplicate records, and adapt the Salesforce architecture to consider only one account for the same customer across all stores. SR Consulting, selected for their high ratings, referrals, and aligned company values, assigned 6-10 employees for this project. They successfully developed an algorithm to deduplicate existing accounts, defined golden record accounts, developed a new Salesforce architecture, and unified accounts in Salesforce. The project went live with a comprehensive set of activities including production ramp-up, deployment of deduplication fields, running batch objects to unmerge, updating Golden Record IDs, and several other steps to ensure a smooth transition. The project was completed successfully, achieving the desired goals, and received positive feedback for its efficiency and effectiveness.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0