Eigen X Case Study- Energage

Client Overview

Location: Exton, PA, USA

Employees: 100-500

Industry: Computer Software

Solution: Sales Cloud, Zuora, Pardot

Go-Live Dates: On Going Support

Energage researches what separates a Top Workplace from the rest. They are a survey-based company on the Force.com platform and 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.​

Challenge

  • To clean up 11 years worth of data already inside of Salesforce, including over 750,000 Opportunities in the system​​

  • More insight into the sales pipeline and team performance tracking for reporting and forecasting purposes​

  • 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​​

Solution

  • Map outdated fields and picklist values to fields and values that would remain in the business process going forward, such as mapping “Requests” (custom) to “Cases”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​​

  • Salesforce Products Deployed: Sales Cloud, Pardot​

  • Salesforce Product Features: Reporting, Process Builders, CTI Integration​​​

  • Integrations: Chorus.ai, Sales Pulse, Ring Central, Sales Loft, Cloudingo, Skyvia, DBAMP​​

  • App Exchange Apps/Partners: Zuora, SalesPulse​​

Result

  • 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  ​