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Is your organization using Salesforce effectively?
Are you confident that users are aware of all the benefits of using Salesforce?
Unfortunately, these questions are increasingly a challenge to answer.
We developed Prisio Optimize to help organizations identify areas where Salesforce can be used more effectively to maximize benefits. For organizations that cannot afford the cost of maintaining a team of Salesforce-experienced resources in-house, Prisio Optimize fills that gap.
Here is a real-world example in action.
Our client provides learning and process solutions for the life sciences industry. They are growing both organically and inorganically. Initially, they deployed Salesforce just for opportunity and pipeline management. Once they realized the potential benefits and breadth of Salesforce features, the leadership team decided to expand its use for the Sales team, as well as deploy Salesforce Pardot for the Marketing team.
The company initially assigned Salesforce administration responsibility to a member of their Sales Operations team. Unfortunately, they had limited experience, so the pace of supporting a growing user base and rolling out new features was slow. In addition, they weren’t familiar with some of the standard features, leading to unnecessary development work and ineffective use of Salesforce.
The company realized they needed to be more effective in rolling out new applications and features, as well as be able to quickly address support issues. They also acknowledged that the needs for this additional effort would not be constant, ramping up or down depending on the volume of work for each month. Finally, any approach had to be reasonably priced with predictable costs.
The company formed a special team to address these issues. Based on the successful work Prisio had done prior with their US-based teams, they engaged Prisio to create a comprehensive plan to systematically merge and consolidate all of the business systems, across all of the newly acquired global operations.
Initially, the short-term goal was to perform a detailed assessment of the various financial business applications. Ultimately, the long-term goal was to create a unified Global Chart of Accounts, with a single fully-integrated business application globally.
To overcome these struggles with Salesforce, they engaged Prisio to help.
As part of the Prisio Optimize program, we worked closely with them to custom design an engagement specific to their needs.
Prisio ramped up in less than a week and delivered benefits immediately.
We uncovered and corrected a number of configuration issues that were causing frequent problems for the users. Our team also set up Lead functionality to end the need to match lists manually before importing them. In addition, we deployed Opportunity Splits to enable accurate revenue split calculations for the sales and pre-sales team members.
For Pardot, the company had started an implementation, but struggled to complete the project. Prisio quickly and effectively configured the platform, upgraded it to the newer Lightning interface, tested functionality, and rolled out an implementation. This even included implementing recent Pardot features—such as B2BMA cumulative reporting—to address user requests for additional reports and dashboards that were more exhaustive and inclusive.
Prisio enabled this fast-growing company to quickly expand and enhance its use of Salesforce, helping users experience more benefits. This empowered the in-house Sales Operations team to focus on more strategic initiatives for its internal customers.