Our client is a specialized property investment consulting firm offering wealth coaching, financing, and investment structuring services. Their customers grow their investments through executing proposed investment strategies. Customers have a wide range of property investment options, resulting in profitable returns, leading to a financially secure post-retirement life. In a nutshell, our client provides its customers with turn-key solutions for everything related to real estate investment planning and finance management.
They were using Salesforce Pardot for their marketing automation, which was creating internal activities records for every transaction. This directly resulted in rapid Salesforce data growth. Even other data generation sources like emails, activities, tasks, events, accounts, cases, & lead added to the existing data volume.
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