Football on a field



  • Management Consulting
  • Employee Engagement
  • Data & Analytics
  • CRM
  • Marketing
  • Quote-to-Cash
  • Architecture & Integration


  • Salesforce








The Challenge

A well-known professional sports franchise recognized it was time to deploy a CRM to manage its B2B2C relationships. Many departments touched customers, and therefore, the platform of choice needed to be flexible and adaptable to the needs of its user base. Key departments identified as potential users included Marketing, Corporate Sales, Corporate Service, Premium Sales, Premium Service, Interns, Community Relations, Ticketing, Merchandise, Cheerleaders, Mascot, Social / Digital, Guest Services, and Stadium Operations.


From a technology perspective, while a robust ticketing solution was already in place, many other areas of the business were run off a series of Excel spreadsheets. The organization was finding the lack of a relational database to be time consuming and preventing the timely analysis of key data.





















The Results

V2 began the program by leveraging its D(3P) Management Consulting framework to assess the state of data, people, processes, and platforms. V2 developed a technical blueprint for Salesforce with special focus on the complex modeling of the sports B2B2C data model. V2 combined Salesforce’s B2B Account model with Person Accounts functionality, taking into consideration scalability, data storage, UX, and integrations with third-party solutions.


The solution itself leveraged standard objects, custom objects and even some code-based extensions for more complex feature sets not native on the Salesforce platform at the time. Key features included a 360 degree view of season ticket holders, advanced revenue modeling for sponsorship sales, post-sales activations workflows, stadium operations incident tracking, and premium sales and service management.


Data architecture and integration were critical for the success of the program. Accounts had myriad definitions spanning B2B2C and summary-level ticketing data needed to flow back into CRM for viewing by staff who aimed to provide top-notch customer service. V2 designed, tested, and deployed an integration between a leading ticketing solution and Salesforce and performed a significant effort around data cleansing, deduplication, and data migration for the program. In addition, V2 supported development of integrations to support marketing automation and mappings to support the nightly download of eCommerce transactions. In addition, V2 designed custom Reports and Dashboards for each department spanning executive-level, manager-level, and individual contributor use cases.


Needless to say, training was extensive and tailored to each of 10+ departments. V2 combined small group training, with follow up 1:1 sessions, quick reference guides, and other methods to drive high user adoption.

Who We Are

V2 is a leading boutique management & technology consultancy in the Salesforce ecosystem. Since 2005, we've built a respectable client list of well-known brands and fostered a culture of excellence, diversity, inclusion, and growth.

What We Do

V2 supports business and technology transformation initiatives across a range of industries. We take a holistic approach to solving client challenges by focusing on people, processes, data and platforms, and partner with best-in-class technology solutions including Salesforce and Snowflake.

How We Operate

V2 is an independently owned consulting firm that delivers a unique customer experience by combining proven enterprise capabilities, fair & reasonable pricing, a flexible delivery model, and a white-gloved approach to client success.


V2 understands the nuances of your industry including key trends, process flows, roles & responsibilities, data structures, and technology integrations. We'll speak your language on day one and share proven, innovative approaches to help you drive business and digital transformation in a competitive landscape.

Featured Insights

V2 believes that providing world-class consulting services begins with a passion to listen, learn, analyze, debate and share. While we certainly retain some of our "special sauce" for clients, we feel it's important to highlight our perspective and insights on a range of relevant topics.