About
This client offers a cloud-based corporate performance management (CPM) platform that helps organizations automate financial planning, budgeting, forecasting, and reporting processes. The platform offers a range of features, including a spreadsheet-based interface, data integration and consolidation, scenario modeling, and collaboration tools.
This client’s work is designed to help businesses of all sizes streamline financial planning and reporting activities, improve data accuracy and integrity, and make more informed, data-driven decisions.
Currently, this client acquires over $25 million in ARR. They employ over 700 people with a wide range of roles and responsibilities.
Challenges
When this client contacted OBO, their dedicated Salesforce administrator was leaving the company. They were in need of a qualified replacement. Further, they were considering transitioning their sales and revenue operations from Salesforce to HubSpot and were seeking insight on the process.
Challenges included:
- An urgent need for a Salesforce administrator
- Lacking the means to fully implement their RevOps strategy
- Needing to evaluate their business processes and determine if a migration to HubSpot was viable
Solutions
The contract began with Salesforce Admin ad-hoc support. OBO’s implementation team was quickly onboarded and introduced to the existing procedures within the client’s Salesforce instance. From there, OBO harnessed the administrative role until a suitable replacement was hired.
During this time, OBO identified a number of optimization opportunities for this client’s RevOps processes. As a result, the following sub-projects were introduced.
Salesforce Task List
To maintain transparency and efficiency throughout the administrative process, OBO created a collaborative task list between themselves and the client to document any updates, requests, and sub-projects. Tasks were ranked by priority, assigned to team members, and tracked for progress and completion. Progress was reviewed weekly with the client’s Director of Sales Operations. The Salesforce task list contains all projects that were finished during the admin support contract.
Weight Lead Assignment Configuration
The client’s lead distribution process utilized a weighted round robin approach. To optimize the lead assignment process, OBO fine-tuned lead assignment rules based on market size, industry type, and other defining criteria. Additionally, any existing round robin errors were identified and debugged. These changes allowed for a more efficient and accurate lead assignment process.
Lead Stage Automations
OBO added new logic to the client’s existing process to automate how and when leads move through the sales and customer success funnels. For example, if a lead remains in the “nurturing” stage for a set number of days without any modifications, an automation moves this lead to “closed lost”. With plenty of leads to manage, automations make it simpler to identify new and pertinent sales opportunities.
Mavenlink Integration
Mavenlink is a cloud-based project management platform that helps organizations manage resources, collaborate with team members and clients, track project progress, and measure performance. The platform offers a range of features, including project planning and scheduling, task management, time tracking, collaboration tools, and financial management.
Using Mavenlink, the client managed the onboarding and implementation of new customers, as well as professional services. Additionally, their Customer Success Managers operate out of Mavenlink for project management.
The native integration between Mavenlink and Salesforce was lacking some capabilities that the client needed to be successful. OBO built a custom integration to bring additional project data from Mavenlink into Salesforce. This data included project health statuses, processes implemented, and services delivered.
HigherLogic Integration
HigherLogic is a cloud-based association management platform that helps organizations manage membership, communications, events, and other activities. The platform includes membership management, email marketing, event registration, content management, and collaboration tools.
The client primarily utilized HigherLogic for community engagement surrounding their annual events. OBO built out a custom integration with HigherLogic that pushed community activity data into Salesforce, including page views, forum post creation, and more. Further, this integration automatically created new members in their HigherLogic community whenever a relevant HubSpot form was submitted.
Marketing Operations Campaign Execution
OBO helped with campaign execution, processes, and best practices for marketing campaigns within the client’s HubSpot instance.
Custom Quoting Calculator
OBO built a highly customized quoting calculator for the client, helping to identify what percentage of a discount can be offered based on a user’s role.
Conclusion
This client continues to operate out of Salesforce using newly optimized processes and custom integrations built by OBO. This collaboration helped to make their RevOps strategy actionable and sustainable long after OBO had completed their Salesforce administrative duties. Today, OBO continues to provide reliable ad-hoc assistance and Salesforce expertise for this valued client.