Challenge

The Salesforce native backup tool was not sufficient to meet RPO/RTO guidelines, which motivated the CRM team to seek out a better data recovery solution.

CPQ data is critical to the quote process – they can’t afford to lose this data and the complex data relationships that drive it.

The team needed a clean dataset and to help business teams avoid making decisions based on bad data.

Sales reps needed a clear view on their sales pipeline as well as the ability to track historical data.

The Salesforce admins required the right tools to enable the sales team to reach their sales objectives and revenue goals.

Algeco needed a reliable resource plan for both major and minor data corruption events.

Sales cannot go a day without access to their opportunities – nevermind a full week.

Recovering data manually can take a very long time – they need to be able to recover quickly and execute without the aid of the IT tech team.

Solution

OwnBackup is a one stop solution. All the data is stored in a single place – no need to pull reports or dig for data.

The backup lives outside of Salesforce. It’s important for the solution to not be linked to Salesforce in case they need to restore data and Salesforce is offline for any reason.

Precision data selection is easy. You just need to scroll to find the right object or data to extract for a restore or pull data to seed a sandbox.

The data relationships between CPQ objects are protected and remain intact in a restore event.

Frequent, incremental backups catch any data additions, changes, or modifications since the previous backup, providing the ability to restore back to any point in time.

A dashboard is displayed on the homepage where you can see straight away what works, what doesn't and where to focus your efforts.

OwnBackup is simple to use and intuitive – even for non-technical users. It provides a high degree of value when the solution can be managed without the technical IT guys.

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Source: https://www.modulairegroup.com/