Casestudy on Salesforce Sales & Marketing Cloud Implementation- Dolphin Creative

Salesforce Technologies

Project Overview

Dolphin Creative has a team of International Event professionals – “Artists” working together to deliver exceptional event projects in the Middle East. They have the repudiated name in the Middle East to deliver high-level event projects while developing new creative & exciting event brands.

Business Challenges

  • Using Excel, users were unable to manage data quality, validation & rules
  • In Excel, there was limited user access and restrictions to effectively collaborate
  • Copy-paste errors resulted in critical mistakes
  • No system to manage event information, artists & others.
  • Manual work was time-consuming
CRM Solutions for Business

Proposed Solutions

  • Technology: Salesforce CRM (Sales Cloud & Marketing Cloud)
  • Team Size: 4
  • Implementation Model: Agile
  • Engagement Model: Onsite/Offshore
  • Proposed CRM system to manage sales and marketing operations.
  • Implemented Salesforce CRM (Sales & Marketing cloud) to automate the customer engagement process in event management.
  • Setup automated & custom email notifications and alerts to clients.
  • Integration of Google account makes collaboration easy and simple.
  • Setup of reminder functionality for the user to follow up with clients.
  • Setup of a custom calendar to track artist availability for events.
  • Provided enhanced and advanced search capabilities.


  • Removing manual interaction saves time & efforts.
  • Enhanced customer experience in Salesforce CRM.
  • Enhanced search capability optimizes search from tons of data.
  • Integration of Salesforce with Google Account saves time to send mass emails & notifications.
  • The custom calendar helps CRM users to track artist & events.

Work was performed quickly and efficiently with very prompt and clear communication. I would have no hesitation in using the service again.

RC Koch
Chief Operating Officer
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