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Computer Software
Salesforce Confidential
CHALLENGE SOLUTION RESULTS
COMPANY OVERVIEW
Energage researches what separates a Top Workplace from the rest. They have analyzed more than seventeen million employee survey responses from well over fifty thousand organizations. The Energage platform combines research, neuroscience principles, and expert guidance to help companies maximize performance and realize the full potential of your workforce. Their customers are able to reducing turnover costs, raising productivity, improving teamwork, and increasing ROI by as much as thirty percent.
LOCATION Exton, PA , USA
EMPLOYEES 135
INDUSTRY Computer Software
COMPETITOR Culture IQ, Glint, Teamforia, Qualtrics
SOLUTION(S) Salesforce Sales Cloud, Pardot
GO LIVE DATE: On going
ENERGAGE PROFILE
▪ To clean up 11 years worth of data
already inside of Salesforce, including over 750,000 Opportunities in the
system
▪ Streamline sales processes by reducing the complexity of the existing
Salesforce organization▪ Re-standardizing the organization by
limiting the number of custom objects,
simplifying Platform Accounts and EP Opportunities
▪ Ultimately make the organization more 3rd part friendly for future integrations
▪ More insight into the sales pipeline
and team performance tracking for reporting and forecasting purposes
▪ Map outdated fields and picklist values to fields and values
that would remain in the business process going forward, such as mapping “Requests” (custom) to “Cases” (Standard).
▪ Work with sales personal at Energage to ensure custom
objects and fields that are essential to the sales process▪ Utilize record types to create the best business processes,
picklist values, and page layouts for various users▪ Remove various stage options to limit confusion and allow for
better reporting and forecasting
▪ Have been able to transition nearly all of the Opportunities
successfully thus far and integrate innovative ideas to standardize the organization
▪ Developed custom reports that help management better
understand their numbers in the Sales pipeline▪ Have the ability to work with new vendors and integration tools
going forward through the use of standardization
HR SaaS
Competitors of Salesforce engaged in sales cycle: Microsoft Dynamics, Zoho
Previous technology replaced by Salesforce: Zendesk, Infusion soft, Mail Chimp
Salesforce products deployed: Sales Cloud, Pardot
Customer Business Model (B2B, B2C, or Both) B2B
Salesforce Product features: Reporting, Process builders, CTI integration
If using Service Cloud, list use case (e.g. customer support, call
center, field service, telesales, etc.)
Integrations: Chorus.ai, Sales Pulse, Ring Central, Sales Loft, Cloudingo, Skyvia, DBAMP
AppExchange Apps/Partners Zuora, SalesPulse
Solution ‘Go Live’ date: On going
MORE DETAILS
Solution Detail
Screenshots of app (if available)
Screenshots of app (if available)
Screenshots of app (if available)
Screenshots of app (if available)
Sharing Guidelines
SHARING USE CASE/SCENARIO:
Can Salesforce AEs share this story and overview slide in sales settings? Y
Can Salesforce AEs mention the customer name in sales settings? Y(With prior permission)
Is this customer willing to act as a reference customer for prospects? Y
Would the customer be willing to speak at Dreamforce or other events? Y
These questions are required in order for your story submission to be accepted. Please answer
these questions to the best of your ability.
We will not contact the customer without reaching out to you first.
PARTNER INFORMATION
Name of reference approver: Megan Jones
Title of reference approver: Manager
Email of reference approver: mjones@eigenx.com
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