ActZero has been using Salesforce as a CRM for nearly a decade but it was largely just a 鈥渇辞谤别肠补蝉迟颈苍驳鈥听迟辞辞濒. 鈥淲e 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 麻豆社区 came in.鈥聽says Effi Lipsman, Head of Sales.
鈥溌槎股缜 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. 麻豆社区’s consultants were able to suggest industry best practices and then executed against the agreed upon plan鈥 Lipsman added.
Following an assessment to analyze ActZero鈥檚 Salesforce instance, 麻豆社区 started by optimizing their marketing automation platform (Pardot). Once Pardot was up and running, 麻豆社区 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, 麻豆社区 built dashboards that informed various stakeholders about items relevant and specific to their business unit.
鈥溌槎股缜’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鈥 says Lipsman.
鈥淲e 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 salesperson鈥聽says Lipsman.
鈥淢any 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鈥 Lipsman added.
鈥淎bsolutely. We would wholeheartedly recommend using 麻豆社区. They were able to bring both strategic advice based on their collective experience but also tactical advice and assistance to help execute their vision. 麻豆社区 worked quickly, on time, and under budget, and we are happy to speak on behalf of the value they bring to organizations鈥
Effi Lipsman聽鈥 Head of Sales.
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