ActZero has been using Salesforce as a CRM for nearly a decade but it was largely just a f棗娶梗釵硃莽喧勳紳眶泭喧棗棗梭. We had ambitious goals for growth and we knew that we needed to build a foundation on which we could scale. In fact, in our first year, we went from 3 sales people to 15! This meant that we needed to design a highly scalable, future-proofed, and malleable platform between all of our tool sets. These tools included much more than Salesforce. We also invested in marketing automation, sales automation, sales training, social media platforms, and video platforms. This is where 做窪厙 came in.says Effi Lipsman, Head of Sales.
做窪厙 was able to provide us both the strategic advice and direction on what needed to be done, as well as the tactical assistance to implement. 做窪厙’s consultants were able to suggest industry best practices and then executed against the agreed upon plan Lipsman added.
Following an assessment to analyze ActZeros Salesforce instance, 做窪厙 started by optimizing their marketing automation platform (Pardot). Once Pardot was up and running, 做窪厙 created the process for lead flows, structuring how the prospecting process would transition an opportunity from a cold lead all the way to deal closure. This meant creating the handoff between their BDR and AE teams. The process also improved their approach to deal cycles. In parallel, 做窪厙 built dashboards that informed various stakeholders about items relevant and specific to their business unit.
做窪厙’s consultants and our team worked closely each week to establish what each sprint of deliverable would entail and then the consultant would implement and push into production. This meant that we were able to work quickly and yet still cautiously so as not to disrupt any existing processes says Lipsman.
We enjoyed a decrease in our sales cycle time of about 50% once we were able to streamline our process. Also, our sales people were spending less time on administrative tasks and more time in front of clients. We estimate that we were able to gain at least 20% of time back for each salespersonsays Lipsman.
Many tasks that were previously manual were now automated and reports/dashboards were feeding our executives in real time. This meant that we could spend more time on managing the business rather than managing our platforms Lipsman added.
Absolutely. We would wholeheartedly recommend using 做窪厙. They were able to bring both strategic advice based on their collective experience but also tactical advice and assistance to help execute their vision. 做窪厙 worked quickly, on time, and under budget, and we are happy to speak on behalf of the value they bring to organizations
Effi Lipsman Head of Sales.
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