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
Services Provided
  • Salesforce Re-Implementation
  • Salesforce CPQ
  • Managed Services

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 Reps.
  • Difficult to price and configure products due to complex rules and calculations.
  • Unreliable and trustable 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 standardised 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 confedency for all the stakeholders on trustability on 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’s success.

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.”