Salesforce – Lead to Revenue ReimplementationHR
Perceptyx combines employee surveys and people analytics in a way that not only helps you see more of what’s going on in your organization, but also helps you see how to drive the organization forward. Too many surveys only focus on measurement, with overly prescriptive models that don’t offer a fresh perspective on the challenges facing your business. And they rarely connect the dots between the employee experience and business outcomes, making it difficult to know which actions will have the greatest impact. With a solution fully tailored to your specific organizational needs, Perceptyx makes it possible for organizations to see more clearly, see the bigger picture, and see the next steps. It’s why nearly one-third of the Fortune 100 already rely on Perceptyx and why 95% of the organizations that come to us stay with us.
Perceptyx needed a partner to re-architect and redesign the platform, streamline lead-to-revenue processes, and ensure high-quality data for a customer 360 view.
- Temecula, CA
- 500+ employees
- HR and Employee Engagement
- Salesforce Re-Implementation
- Salesforce CPQ
- Managed Services
- Heavy technical debt and non scalable Apex
- Several Manual processes for Sales, Quoting, Renewals, and Amendments
- Difficult to price and configure products due to complex rules and calculations
- Unreliable and trustable customer data and issues
- Struggling with with duplicate Customer data
StreamForce was tasked with re-architecting and redesigning the Salesforce platform using Sales Cloud, Salesforce CPQ, and data migration for subscriptions and assets. StreamForce partnered with RevOps and Finance teams to streamline lead-to-revenue processes, resulting in increased sales and customer success manager productivity. StreamForce also contracted with Perceptyx for nine months to assist in administering the Salesforce system while Perceptyx hired a new Revenue Operations team. In late 2021, Perceptyx again contracted with StreamForce to develop a new pricing methodology.
StreamForce successfully completed the initial build-out of the Salesforce instance and implemented a complex pricing methodology using SFDC CPQ. Perceptyx now has a reliable and scalable platform with trustworthy customer data and streamlined lead-to-revenue processes. Perceptyx is highly satisfied with StreamForce’s responsiveness, expertise, and ability to implement complex system changes. Perceptyx gladly recommends StreamForce for Salesforce and CPQ implementation and administration and could not have been successful without their assistance.
Testimonial : “StreamForce did a great job of cleaning up the mess made by the previous consultant… Perceptyx gladly recommends StreamForce for Salesforce and CPQ implementation and administration and could not have been successful without their assistance.”