Smash Interdepartmental Silos with Sales Cloud

Trifecta worked with the world’s most prominent character-based entertainment company to implement Salesforce Sales Cloud, which has increased their data quality and streamlined their business operations.

Services Provided

Consulting and Implementation, Salesforce Architecture

The Story


This client is one of the most prominent character-based entertainment companies in the world. Their prolific library spans more than 8,000 characters over their history of 75+ years.


This popular entertainment company was struggling with inconsistent reporting systems, stemming from a heavy use of Excel spreadsheets to track sales and service data. As the company continued to grow, its various divisions were not able to effectively communicate or have proper insight into one another’s customer data and sales, which negatively affected employee productivity and efficiency. They decided to hire Trifecta to implement a solution that would not only provide a 360-degree view of the customer, but break down the silos that were impeding interdepartmental collaboration.

Our Work


Trifecta implemented Salesforce Sales Cloud, effectively replacing the static, manual Excel spreadsheets. The team utilized our knowledge of the client’s business operations to develop customer workflows and objects to streamline approval processes and track business. Trifecta created custom reports and dashboards for each division of the client’s business, and added web-to-lead functionality.

Reports and Dashboards

Trifecta worked with our client to understand each department and division within their business operations, then developed custom reports and dashboards. This not only served to highlight their unique key performance indicators, but also provide better insight for sales teams and management into each division’s business activity.

The Results


Following the deployment of Sales Cloud, this client reported increased efficiencies, increased data quality, and easier tracking of sales opportunities. Teams now have insight into one another’s activity, which provides a clearer picture of overall company performance, as well as a 360-degree view of their end-customers. This premier entertainment company now has appropriate systems in place to maintain their status in their industry and marketplace.