Taggstar is a London‑based SaaS company that helps e‑commerce brands boost online conversion rates by using real‑time social proof messaging. Their platform dynamically displays notifications—such as “recent purchases,” “views,” “best‑seller” badges, stock levels, and user reviews—directly within product pages, apps, emails, and ads, giving shoppers confidence and increasing engagement.

Taggstar were looking for a Salesforce Partner to help streamline Sales processes throughout their multiple products offered as well as general admin tasks to boost productivity throughout the team.

Business Requirements included:

• Create Automations within Salesforce to streamline Sales processes for variations of products.
• Enhance sharing criteria within Salesforce for users to focus on their relevant products/sectors.
• General Admin throughout the CRM

Ignyto worked with the following Salesforce Solutions for Taggstar:

• Sales Cloud

• Increased Sales Efficiency:
  • Automated sales processes reduced manual data entry and follow-up time, enabling the sales team to focus more on selling and less on administration.
  • Improved Data Accuracy and Consistency:
  • Automation ensured product-specific processes were consistently followed, reducing errors and maintaining clean CRM data.
• Enhanced User Experience:
  • Refined sharing rules allowed users to access only relevant records based on their product lines or sectors, simplifying their view and improving usability.
• Faster Onboarding & Adoption:
  • Clear, role-based views and streamlined processes helped new users ramp up faster and navigate the CRM more confidently.
• Better Cross-Team Collaboration:
  • Improved visibility of relevant data across teams while protecting sensitive information enhanced collaboration without compromising security.
• Time Savings from Admin Efficiencies:
  • Routine admin tasks were optimized or eliminated, freeing up time for higher-value activities.

8

James was an absolute pleasure to work with. He supported us every step of the way and had a real talent for explaining things in a way that was super clear and easy to understand. He’s honest, upfront, and never tried to sugarcoat anything which we really appreciated. On top of that, he’s just a genuinely charismatic and easygoing person, which made the whole experience smooth and enjoyable. We couldn’t have asked for a better person to work with.