Three businessman working and discussing business together in a meeting



  • Management Consulting
  • Employee Engagement
  • Data & Analytics
  • CRM
  • Architecture & Integration


  • Salesforce
  • Einstein Analytics
  • Lightning Web Components






The Challenge

A leading-edge out-of-home advertising company was struggling to derive measurable ROI on its Salesforce investment. After initially purchasing Salesforce, the company had previously decided to self-implement but had achieved lackluster results in terms of the overall design and data capabilities. Large data sets had been migrated without sufficient cleansing, leading to a poor user experience and low user sentiment. Further, reporting was severely limited but acknowledged to be critical in order to analyze key market and vertical performance.



















The Results

V2 leveraged its D(3P) management consulting framework to lead workshops and rapidly assess business and technology challenges. V2 then quickly aggregated feedback and utilized advanced methods to analyze field and data usage, leading to a well-defined set of needed optimizations. V2 developed a rapid prototype and executed conference room pilot sessions to drive feedback, additional requests, and improve the user experience.


Design optimizations aside, a couple other areas of focus turned out to provide even greater value for the organization, including significantly cleansed Account data and an MVP deployment of Einstein Analytics. V2 utilized advanced data cleansing methods to operate on more than 50,000 Account records. Key data activities included restructuring key advertiser and agency Account records into their respective hierarchies, leveraging media best practices to support both 3-tier and 4-tier hierarchies, tagging Accounts for deduplication, cleansing key Account fields, improving Account record completion, and creating and implementing a Salesforce design to properly tag and categorize Advertisers by vertical.


On the Einstein Analytics front, V2 designed advanced analytics to model Account, Opportunity, and Meeting data, a design which helped provide transparency to the CRO in need of more actionable data to coach sales team members. Finally, on a more technical front, V2 assisted with code refactoring efforts to ensure that legacy code bases had sufficient coverage and eliminated issues with future Apex and Lightning Web Component solutions deployments.

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.