Yet, across countless client engagements, we see the same story repeat itself: organizations invest in Salesforce, scale quickly, and then quietly accept declining performance as “normal.” What they don’t realize is that bloated automation, redundant fields, and outdated security practices are silently draining time, budget, and customer satisfaction.

The Hidden Cost of Inaction

Let’s break the myth: “If it ain’t broke, don’t fix it” doesn’t apply to enterprise technology. A sluggish Salesforce setup—even if functional—can:

• Slow down your automation by over 40%
• Introduce security vulnerabilities
• Create licensing waste through unused or overlapping user access
• Lower user adoption rates due to unnecessary complexity

In short? Your platform is operating below its potential, and that means lost revenue, lost trust, and lost time.

Why Auditing Matters — and What We Actually Do

Third Pillar’s Salesforce Audit & Optimization isn’t just a system sweep. It’s a surgical, insight-driven process that delivers tangible business results in as little as 4 weeks.

We assess your current implementation—code, configuration, user activity, licenses, validation rules, and more. Then we:

• Migrate outdated automation (e.g., Process Builder → Flows) for faster compute
• Clean up clutter from fields, layouts, and dashboards
• Fix validation gaps that hurt your data quality
• Streamline security through permission and profile audits
• Optimize licenses to save on cost and maximize adoption

All findings are backed by Salesforce-native tools like Field Trip, Optimizer, and Security Check, along with our proprietary reporting framework.

You Don’t Need a 6-Month Project

That’s the power of a surgical audit. Unlike full reimplementations that take 6–9 months, our approach is agile and surgical: you’ll start seeing improvement in week 1—not quarter 2.

We’ve helped businesses increase automation speed up to 1.5x in under a month. And in more robust efforts, we’ve seen 5x improvements.

Why Third Pillar

We’re not just a vendor. We’re a Salesforce Summit partner with over 500+ successful projects. Our team includes certified architects, business analysts, and Salesforce veterans who have one goal: to maximize ROI for your technology investments.

Final Take

If you’re unsure whether your Salesforce is running at peak performance, you already have your answer. Don’t wait for a crash—or worse, a compliance issue—to start optimizing.

Visit our Salesforce Audit & Optimization page
Or reach out at contact@3rd-pillar.com

The post Why Every Salesforce User Needs an Audit & Optimization — Now appeared first on Third Pillar.

PHILIPPINES OCTOBER 24, 2024—As Tropical Storm Kristine continues to affect different parts of the country, Third Pillar is committed to supporting our community by providing information for emergency services.

Shared below are the different national hotlines:

The post Stay Safe #KristinePH National Emergency Hotlines appeared first on Third Pillar.

Humans are social creatures. That’s a scientific fact that allowed us to proliferate as a species. Collaboration and conversation have helped our collective knowledge develop and expand over time. With all the talks that happen in one’s lifetime, everyone has had to deal with an unpleasant interaction at some point.

Frustration is a universal experience. For companies that are in the business of serving people (which is basically all of them), poor conversations translate directly into bad service. Bad service can mean a loss of revenue, a decline in market share, and a potential exit in the industry.

Companies are constantly finding ways to improve their conversations with clients. Many studies show that high customer satisfaction leads to higher brand loyalty, increased sales, and better business opportunities. It’s the reason why companies have entire teams dedicated to improving customer experience (CX) in any way possible.

Personalized connections are the foundation of exceptional customer service. Businesses that engage with clients on a deeper level create valuable experiences that will keep them coming back. 

Personalized connections are the foundation of exceptional customer service. Businesses that engage with clients on a deeper level create valuable experiences that will keep them coming back. 

The key to these engaging conversations? Understanding your customers. By knowing their concerns, challenges, and preferred communication styles, you open doors to creating positive experiences, and what most brands don’t realize is that data empowers brands to keep customers happy.

While customer service reps (CSRs) and product experts possess the technical knowledge to solve problems, forging a deeper connection can be challenging without a base understanding of who they’re talking to. This is where conversational AI and automation come in.

Conversational AI streamlines and enhances communication between brands and customers. Users gain access to relevant insights, enabling them to resolve issues quickly and efficiently by utilizing the data they’ve already gathered from their customers.

Similar to how you’re talking to a friend, knowing their problems and habits can help you reach out to them better. You have a basis for any advice you can give, and push suggestions that are in-line with their preferences and behavior.

Instead of relying on your CSRs to go through lines of records as they talk to clients, they can instead use AI to summarize their profiles, take notes of their concerns, and help guide the conversation in a more fruitful way. 

There are other uses that conversational AI can help with. For example, if your company deals with frequently asked but easily resolvable questions/concern, you can also deploy a fully automated system to guide them through the process instead. That way, you save manpower on menial tasks and customers can get their issue resolved quickly and independently.

Conversational AI has the potential to help companies beyond building their brand, it builds a friend. One that customers will be glad to talk to and share insights with. Know your customers better, and business will become a breeze. 

The post Better Human Conversations Thanks to Robots appeared first on Third Pillar.

Makati City, Philippines – Last January 2024, Third Pillar successfully launched its Salesforce Marketing Cloud implementation for one of the largest Apple product retailers in the country, marking a significant milestone in their journey to deliver exceptional customer experiences for tech enthusiasts in the country.

As one of the leading marketing solutions, Marketing Cloud has helped companies around the world achieve great returns in their marketing efforts. Based on average customer metrics, Marketing Cloud has significantly increased marketing ROIs by 29%, sped up lead conversions by 34%, and decreased costs in acquiring new customers by 28% to name a few.

With Marketing Cloud, businesses can better serve their customers by delivering tailored experiences and stronger relationships through efficient and effective campaigns that deliver on their promises.

Discover how Salesforce Marketing Cloud and how it can shape your marketing strategy by booking a FREE consultation with us!

The post Third Pillar Launches its First Salesforce Marketing Cloud Project for 2024! appeared first on Third Pillar.

Makati City, Philippines – Third Pillar, a leader in data and business transformation, has reached yet another remarkable milestone; it is now a Certified Great Place to Work®! 

Since its inception back in 2013, Third Pillar has made its mission to deliver the best technology solutions to enterprises around the world. To do that, the company has fostered a culture built on innovation, professionalism, and empathy towards both its clients and employees.

In just 10 short years, Third Pillar made its mark in the top Filipino businesses across multiple industries by equipping them with the best solutions in Artificial Intelligence, CRM, Business Strategy, eProcurement, Data Management & Analytics, and more.

In 2020, Third Pillar became part of the Globe Business family and expanded its reach to the Asia Pacific market. Two years later, the company broke another milestone again by becoming a Salesforce Summit Partner, a designation reserved only for the top 10% of partners globally.

Becoming A Great Place to Work

To achieve the Great Place to Work® seal of approval, Third Pillar underwent a meticulous validation process to ensure that it truly cultivates a thriving employee experience. For that, employees answered a Trust Index Survey, a comprehensive pulse check delving into five core dimensions:

• Credibility: Do employees trust leadership to be competent and honest?
• Respect: Are employees treated fairly and valued for their contributions?
• Fairness: Are policies and practices just and equitable for all?
• Pride: Do employees feel proud of their work and the company they represent?
• Camaraderie: Does a strong sense of teamwork and belonging exist within the company?

Third Pillar didn’t just tick boxes; they smashed them, exceeding the stringent threshold required for Certification. ⁠With 94% of its employees saying they feel welcome when they join the company, Third Pillar successfully proved to be one of the best workplaces in the country.

 

Standing Amongst Multi-national Industry Giants, Third Pillar is a 100% Homegrown Filipino Company.

Despite the company’s smaller size, the close-knit community helped in making every individual feel recognized. It’s common for colleagues to be close friends, even outside work.

4.79 AVERAGE CSAT SCORE

305 CERTIFICATIONS

54.5%+ INCREASE IN CERTIFIED CONSULTANTS

From their focus on open communication and collaboration to investing in employee growth and development, Third Pillar has created a workspace where people feel valued, empowered, and excited to come to work every day.

If you’re looking for a career that goes beyond just a job, where you can be part of something truly special, then look no further than Third Pillar. Visit our career page to learn more exciting opportunities and experience the Great Place to Work difference for yourself!

The post Third Pillar Soars High: Certified as a Great Place to Work! appeared first on Third Pillar.

Manila, Philippines – Last January 20, 2024, Third Pillar participated as one of the leading Salesforce partners in Philippines Dreamin’ 2024.The sold-out event hosted by Salesforce MVP, Joey Chan, invites tech leaders and developers from around the region to gather Trailblazers paving the way for innovation and industry standard practices. With all the developments underway, everyone was eager to dive into the latest advancements and chart the future of customer experiences fueled by Artificial Intelligence through Salesforce. 

Third Pillar shines through with a warm embrace of collaboration, weaving a tapestry of diverse talents and perspectives that defined Philippines Dreamin’ 2024. Generative AI dreams shared alongside data-driven blueprints showcased the boundless potential when Trailblazers unite. From the transformative power of generative AI to practical data modeling workshops, Philippines Dreamin’ 2024 showcased the immense talent and innovative spirit thriving within the Trailblazer community.

From industry veterans to emerging talents, everyone was welcomed to fully experience the unique blend of innovation, inspiration, and networking that Salesforce has been known for. Ideas flowed freely, connections were forged, and the power of collaborative learning was felt throughout the day.

As the Philippines’ premier Salesforce Summit Partner, Third Pillar joined in shortly to talk about its perspective on the budding Salesforce community in the country and the abundant opportunities that come with it.

Third Pillar’s Director of Enablement, Kel Mojado, and Senior Consultant, Christene Mantuano, shared their experiences as Trailblazers and how working with and being part of such a vibrant and dynamic community has fueled their professional growth and success. 

Over the years, Third Pillar has become the country’s trusted partner for business growth. Having successfully implemented over 200+ projects, Third Pillar has helped the top Filipino enterprises reach new heights with the best enterprise IT solutions. 

As businesses continue their digital transformation journey, technologies such as those from Salesforce will become integral to creating superior customer journeys. Thankfully, Third Pillar and the Filipino Trailblazer community will be there to deliver.

Philippines Dreamin’ 2024 is a testament to the country’s burgeoning Salesforce talent pool. Fueled by passionate individuals and a supportive community, the Philippines is more than prepared to help businesses at the global level. 

Want to be part of the action? Join the Philippines Trailblazer Viber Group here!

The post Third Pillar Joins Philippines Dreamin’ 2024 appeared first on Third Pillar.

As you start implementing your plans for 2022, it’s time to re-evaluate if your process is helping drive growth or slowing you down. In today’s challenging business environment, higher customer expectations and changing operational requirements are leaving Small and Medium Businesses (SMBs) stretched thin.

Join Salesforce on 17th March, 11am PhT (GMT +8) and learn how your growing business can streamline your operations, providing your team the right technology and time back to market, sell, service, and retain customers.

You will get to learn and benefit from this live webinar about:

• Smarter marketing: Find more leads and engage your audience with personalized content
• Faster sales: Win more deals with less effort through automation of your sales process
• Better service: Keep more of your customers with outstanding personalized service

Plus, you will also get to see real-life case study from Salesforce’s succeeding customer who has leveraged technology to drive the future of business and how they have improved their business processes to keep up with fast-changing landscape.

Sign up for free: http://sfdc.co/sfiab-thirdpillar

We’re looking forward to seeing you there!

The post SALESFORCE WEBINAR: How to find, win and keep your customers for future growth and success appeared first on Third Pillar.

According to a United Nations Office on Drugs and Crime (UNODC) research, less than 50% of key agencies in Southeast Asia make use of some limited form of data analytics. Data analytics serves as a key component of anti-corruption, fraud, or anti-money-laundering activities. This serves as a safety net regarding issues of corruption that negatively impacts the day-to-day lives of individuals. Even though it’s a long battle, there is always a way to help win this fight. 

One example of data analytics is managing data. 

In many areas, there are issues relating to corruption that negatively impacts the day-to-day lives of individuals. Even though it’s a long battle, there is always a way to help win this fight. 

You might be wondering, how can managing data be the path to clean governance? If you are, then take a look at the three simple ways below!

Transparent

When it comes to managing data, it’s important to consider transparency for everyone. It also gives information about updated files to organizations in charge. 

Managing data helps address the gaps in data, especially when it comes to decision-making, and provides analytics to identify potential risks. It allows vast analysis of data such as procurement, public asset disclosure, tax records, and many more. This can help avoid the huge reduction of taxpayer funds by enhancing detection. 

Traceable 

When it comes to putting files in one place, it makes it simple to access and follow data in one place. It allows users to identify transactions and assign risk ranking and shows when to have more testing procedures. 

With this, you can easily detect red flags and identify strange patterns. For instance, when you use a data management platform, having dashboards makes it much simpler to review and track risky transactions and if it’s reviewed appropriately. 

Organized 

Clean data is a good starting point for clean governance. Having an organized view allows your organization to easily detect errors.

But to get that clean view, organizations like yours can consider investing in data management software. You can collect, process, store, and analyze data on this platform. 

Data management allows you and your team to have trace and access data in one organized view. It optimizes and manages data quality and helps solve complex challenges. All while promoting clean governance. 

Explore how our data management solution, Synti, can help you have clean data here! 

The post Managing Data: Path for Clean Governance appeared first on Third Pillar.

This challenge gets more complicated and severe for big organizations compared to small and medium-sized enterprises. There are risks such as identical data in multiple systems, typo errors, and other updates. Aside from that, businesses have to deal with multiple systems dealing with siloed hats or even worse– fragmented data. 

What then are the solutions to these challenges? Professor 3P is here to have a quick talk about Master Data Management (MDM) and what to know about it! 

What is Master Data Management (MDM)? 

MDM maintains the master data of the entire organization, improves knowledge consistency across departments, and champions quality of the stored information. It is paramount due to the amount of data correlating to how much the business could handle

This type of data management is about maintaining the master data of the company and ensuring its accuracy, consistency, centralizing and accessibility for the whole organization. It ensures to shift messy and inconsistent data to a reliable one. 

PR News Wire revealed that the global Master Data Management market size is forecasted to reach USD 17880 Million by 2026 from USD 9890.1 Million in 2020, at a compound annual growth rate of 10.4% from 2021-2026.

 What is its agenda? 

It enhances the master files’ data quality. The main agenda of an MDM system is to maintain accuracy and consistency of the data, which could be accessible in one platform to analyze and process insights. 

This system brings data sharing to the next level since it streamlines various business platforms and increases productivity. Therefore, it reduces the time of searching for the data and lets departments focus on more urgent tasks. 

MDM aims to manage and update master files centrally. It also lets you comply with the implemented data governance policies and other rules. 

Is it time for you to invest in it? 

It’s crucial to consider getting software that works when it comes to making master data manageable. I know that your organization can’t do this alone and that you deserve to get all the benefits of an MDM business strategy. 

Syniti’s MDM software tools ensure that your organization avoids data errors in your digital transformation journey. Our experts at Third Pillar are here to help you with your data management needs. 

Find out more about Third Pillar’s Syniti solution here!

The post Master Data Management (MDM): Why should you care about it? appeared first on Third Pillar.

So one thing we need to do is to make it look lovely— or more orderly rather. Growing businesses are easier to manage if management has a more organized way of looking over department’s work tasks. If it gets too disorderly, then it’s best to give it an internal makeover to save time from navigating the files, avoid confidentiality and information breaches, and eradicate human errors along the way.  

Let’s take a look at how you can control your data and make it look appealing. 

Nurture your data on the proper platform

Take care of your data by ensuring that it’s centralized and accessible. The amount of necessary information is crucial to understand both customers’ markets, even for small businesses.  

You have to ensure that the data is safe, protected, and easily accessible to you and your team. In taking care of it, it is also important to consider understanding privacy laws and other policies in your region. 

Another way to take care of your data is to also utilize it by understanding your customers better and having easy access to their information. One tool you can use is a customer relationship management (CRM) platform like Salesforce Customer 360, where you can have a secure quick access to customer data all in one place. 

Read more about Salesforce’s CRM here. 

Validate your data sources

When you gather data, it’s important to determine the sources just like research. The purpose of analyzing your data is to see how useful it is when it comes to its accuracy relevant to your industry and legalities. 

For instance, using data analysis can help you in identifying sources with relevant results. Your company can look upon public documents, blogs, and other files that are helpful to your business. Overall, diversifying your sources while ensuring precision gives you a competitive edge in having a wider market perspective. 

Invest in a Data Management solution 

If your data is piling up constantly in your growing business, it’s best to consider getting a software solution. You’ll know when it’s time to invest in one when you notice that your team is experiencing challenges like lost or floating data and redundancy in files. 

A data management software like Syniti can help you be in control of data without requiring heavy manual tasks. It can help you take care of your data by helping you fill in the gaps and decrease repetitive information that ends up just eating storage space without value. Having data management software lets you be in complete control of your data and quickly identify the current changes. 

These solutions are readily available to help your business handle your business data and catch up with industry-leading innovations. Feel like you’re ready to start your business’ digitalization journey? Contact us to know more about Third Pillar’s services! 

The post How to make your data collection look lovely appeared first on Third Pillar.