Salesforce – Lead to Revenue ReimplementationHR
Perceptyx is a company specializing in employee survey and people analytics solutions. It helps organizations improve employee engagement, productivity, and overall workplace culture by providing insights through customized surveys and advanced data analysis. Perceptyx’s platform enables organizations to gather real-time feedback from employees, analyze the data, and implement strategies to drive positive change. With a focus on enhancing employee experience, Perceptyx supports businesses in creating a more engaged and motivated workforce.
Project Overview
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle, standardized Salesforce CPQ implementation following best practices, and ultimately started providing comprehensive Salesforce support as a managed service.
- SalesForce Sales Cloud
- SalesForce Revenue Cloud (CPQ)
The Challenge
- Heavy technical debt and non scalable Apex.
- Several manual processes for managing Opportunities, Quoting, Renewals, and Amendments transactions which took significant amount of time from the sales agents.
- Difficult to price and configure products due to complex rules and calculations.
- Unreliable and untrustworthy customer data and issues
- Struggling with duplicate Customer data
The Solution
- StreamForce performed health check on the GTM tech stack and provided a roadmap to define the future state architecture.
- With the outcomes from health check, StreamForce standardized Sales Cloud and CPQ with our best practices enabled Sales and Quoting Processes which include CLM as well.
- Leveraged Salesforce standard functionality to automate processes for Renewals, Amendments and Subscriptions. This improved productivity for Sales Reps and CSMs to focus on core responsibilities instead of spending several hours everyday to work on Salesforce. No excels and emails, full automation implemented.
- StreamForce partnered with RevOps, Finance, CSM, Marketing & Customer Support and designed Customer 360 platform for future business growth and acquisition.
- StreamForce engaged with the Customer for ongoing support and maintenance program.
- System is designed to manage new pricing models and structures pretty easily.
The Outcome
- Developed a foundation RevOps platform which helped to rapidly integrate 2-3 acquisitions made in the period of 2021-2023.
- Established confidence for all the stakeholders on trusting Customer data which includes products owned by them. This helped to build Customer 360 easily.
- Overall productivity of the Reps, CSMs, RevOps team etc. significantly improved that resulted in focusing their core business activities.
- StreamForce’s responsiveness, expertise, and proficiency helped to reduce technical debt heavily which resulted in reducing the dependency on the technical team.
- Perceptyx is enthusiastic about endorsing StreamForce for their Salesforce and CPQ implementation and administration services, emphasizing the critical role they played in Perceptyx’ success.
Services Provided
- Salesforce Re-Implementation
- Salesforce CPQ standardization with best practices
- Managed Services