Case Study NewsCatcher
Client Overview
Newscatcher API is a fast-growing technology company providing real-time news data, machine learning-powered search, and media monitoring APIs to organizations globally. As their customer base expanded and internal processes became more sophisticated, Newscatcher needed a CRM capable of supporting scale, complexity, and long-term growth.
The Challenge
Before partnering with JZ Sales Consulting, Newscatcher API was experiencing several operational and technical pain points with their existing CRM:
- The system could no longer support their growing sales process
- Limited data visibility and poor data quality
- Fragmented customer information across multiple tools
- Inability to track advanced workflows or reporting needs
- Lack of automation and scalable processes
- Difficulty onboarding new sales team members
The company required a more powerful, flexible CRM that could support increased demand and help them manage a rapidly expanding customer pipeline.
The Solution
JZ Sales Consulting led a comprehensive Salesforce implementation and consulting engagement to build a platform aligned to Newscatcher’s current and future needs.
1. Salesforce Implementation & Configuration
Built a customized Salesforce environment tailored to the company’s workflows, including:
- Streamlined lead and opportunity workflows
- Custom objects and fields based on product and sales structure
- Automated tasks, reminders, and sequences
- Standardized sales stages and reporting dashboards
2. Data Migration & Cleanup
Managed a complex and high-volume migration project from their old system to Salesforce:
- Extracted, cleansed, and normalized historical data
- Eliminated duplicates and inconsistencies
- Migrated accounts, contacts, deals, activity logs, and product details
- Ensured full data integrity and matching across systems
3. Workflow Optimization
Translated business processes into scalable, automated Salesforce workflows:
- Lead routing
- Sales pipeline structure
- Activity tracking
- Renewal and upsell workflows
4. User Training & Adoption Enablement
To ensure the CRM would be fully utilized, we provided:
- Hands-on training sessions for all users
- Admin training for internal ownership of the platform
- Process documentation and playbooks
- Best practices for long-term CRM hygiene
This allowed the Newscatcher team to immediately adopt the system and use it confidently.
The Result
The project delivered transformative operational improvements:
- Full Salesforce implementation delivered successfully
- 100% migration of historical data with improved data quality
- Modernized, scalable workflows aligned to growth goals
- Significant improvement in reporting, forecasting, and sales insight
- Stronger sales efficiency enabled by automation
- Rapid user adoption thanks to training and documentation
Newscatcher is now equipped with a CRM foundation that supports continued expansion and maximizes visibility across sales, customer success, and leadership
JZ Sales Consulting helped us migrate to Salesforce. The process, which is usually very painful with them, was easy, painless, and very professional. They really know what they are doing and are also nice people to work with. BTW, we keep working with them post-migration, and we love it
