Salesforce plays a pivotal role in Listrak’s company operations
Salesforce is ingrained within almost every department at Listrak, especially within the Sales department. Salesforce is a central point of reference for both their inside and outside sales team. With about one million records and five full and 15 developer sandboxes, Listrak heavily relies on the availability and integrity of Salesforce data. Aside from lead and prospect tracking, Salesforce automatically creates invoices, facilitates customer support interactions and takes care of billing for Listrak. Even a minor Salesforce data loss or corruption would put at risk Listrak’s day-to-day company operations.
Highlights:
- Full, daily backups on production and sandbox data and metadata
- Compare tool to investigate and pinpoint granular data changes between different backups
- Proactive reporting on any data changes through Smart Alerts
Listrak was lacking reliable data protection, data alerts and data visibility
Lack of visibility into changes to Listrak’s Salesforce data was making troubleshooting sudden changes to their Opportunity Pipeline reports difficult to near impossible. Opportunities that were accidently deleted in the pipeline would go unnoticed until Management discovered an unexplained change in the forecasted revenue reports. The inability to locate lost records and track down those responsible was cutting into overall productivity.
In addition, once a data loss or corruption was detected, Listrak was finding it difficult to find and restore the data. After a minor data loss, Listrak found out how difficult it is to recover lost data and sought more comprehensive data protection that could not only safeguard their vital business data, but also help them in overseeing and managing it more effectively.
"The inability to locate lost records and track down those responsible was cutting into overall productivity."
Own speeds up Listrak’s operations with daily backups and proactive data management
As Listrak’s data protection vendor, Own wasted no time in proving itself a reliable backup and recovery option. Shortly after OwnBackup went live, the Smart Alert capability notified Salesforce administrators about the sudden deletion of 400 accounts. The team quickly discovered the user at fault and put a better process in place to manage the cleaning of accounts.
On another occasion, it was thought that Listrak’s Salesforce platform team deleted opportunities, skewing the sales pipeline by $300,000. With Own's Compare tool, Listrak’s Salesforce admin quickly figured out that someone in another department had changed the opportunity, ending inter-departmental tension.
In another scenario, 20 objects were mysteriously being manipulated, but it was unclear if it was a specific person or automation tool. Listrak’s Salesforce platform team used Own's Compare tool to find out that one of Listrak’s 3rd party external connections were erroneously changing information, overwriting good data with bad data. Listrak was able to help the 3rd party troubleshoot and fix the error.
With such a complex Salesforce environment, Listrak has found Own Smart Alerts and Compare tools invaluable.
Due to the sheer concentration of valuable business information stored within their Salesforce platform, Listrak knew they had to bolster their data protection strategy. Own with its advanced backup and recovery tools, coupled with its proactive data management capabilities was able to effectively protect all of Listrak’s Salesforce information.
