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Salesforce Client Success Story: Koltin Consulting Group, Inc.

Salesforce Client Success Story: Koltin Consulting Group, Inc.

Salesforce Client Success Story: Koltin Consulting Group, Inc.
Posted by TEAM ASCEND on 1/12/24 4:14 PM

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Koltin Consulting Group, Inc. (KCG) is a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers & acquisitions. As a top provider of management and marketing solutions to professional services firms, KCG has deep relationships with an extensive network of contacts throughout the country.


In navigating its operational landscape, Koltin Consulting Group encountered opportunities for improvement in their customer data management journey. The reliance on manual processes presented a chance for enhancement, aiming for greater efficiency and accuracy within their Salesforce org. Similarly, the desire for more robust reporting and analytics reflected their commitment to excellence in portfolio management, pipeline tracking, and overall business development activities. Facing the challenges of an undefined data governance process, they sought to eliminate inconsistencies and uphold data quality across all user interactions.


In response to these challenges, Ascend Technologies implemented a comprehensive solution tailored to KCG's needs. We initiated a strategic move by implementing a new Sales Cloud org, providing a fresh and optimized environment for streamlined operations. Key data was migrated seamlessly, and user setup was completed to ensure a smooth transition. Customization played a crucial role, with the creation of new custom fields tailored to the firm's specific requirements. Furthermore, we established user groups with unique permission sets, enhancing the organization's reporting capabilities with the creation of five new reports.


The outcomes of our Salesforce intervention were pivotal for Koltin Consulting Group. The implementation resulted in the achievement of a single source of truth for all contact data, ensuring consistency and accuracy across the organization. Their consulting team was empowered with Salesforce best practices, gaining the knowledge and tools to navigate the platform independently. Additionally, we successfully resolved new org errors and bugs, including the configuration of Multi-Factor Authentication (MFA), creating a secure and error-free Salesforce environment.

Through strategic implementation and customization of Salesforce solutions, Ascend enabled Koltin Consulting Group to overcome their Salesforce challenges. The achievement of a single source of truth, empowerment of the team with best practices, and the resolution of errors demonstrate the transformative power of Salesforce done right.

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Posted in Case Study, Salesforce, Salesforce Case Study