Our client’s mission is to make education smarter and our communities stronger. They are doing this by putting the power of their products and coupling them with acquisitions making them the most strategic player in the space – research, technology, data and marketing.

Our teams were responsible for overhauling an existing Salesforce Quote to Cash implementation that did not meet business requirements and expectations. We helped overhaul their Sales, CPQ and Finance processes, streamlining their quote to cash cycle, and helping their future acquisitions get integrated faster and go to market faster with more holistic solutions to support their mission. We built key relationships with their business stakeholders and delivered their shared vision via an agile distributed delivery model, leveraging the Sherpaneer team, their offshore IT resources and internal staff.

Our client was a sales development consulting firm that specializes in helping a wide range of high-tech clients accelerate new business growth. They work to give their clients a competitive advantage in the reach and effectiveness of their sales development efforts. Additionally, their Salesforce Organization had become fragmented from the use of multiple admins, changes in key stakeholders, and an over reliance on platform customizations without any oversight.

Our Health Check identified over 60% of our client's customizations could be refactored or completely removed from the system alongside standardizing the existing code by using trusted frameworks. Additionally, user adoption was low and many users were performing manual data entry where processes could be automated. We delivered these changes without negative impact to the business users, completely streamlining the administration overhead. We also provided a flexible application support model for delivery of on-going enhancement requests as a Salesforce Support Organization was built out.

Our client faced staffing challenges and lacked trust in its Salesforce Ecosystem. Departmental gaps were identified in areas of issue resolution, efficient feature enhancements, and adherence to industry standards.

We partnered with our client and proposed a strategic staff augmentation approach, deploying a highly skilled, certified, and knowledgeable Salesforce administrator to collaborate with our client's internal team. The addition of the skilled Salesforce administrator resulted in improved user satisfaction, accelerated adoption of Salesforce features, and created a more dynamic and user-friendly Salesforce environment. Overall, the strategic staff augmentation approach proved effective in overcoming hurdles and driving long-term success for the client's organization.