Empowering A Leading Education Marketing Firm
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.
The Sherpaneer Result
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.
"Sherpaneer has that rare ability to truly understand the business and match the technology against a future vision. From challenging technical limitations, which they always had a clever way around, to tough change management across many business units with different operating models, the Sherpaneer team delivered a true solution on an incredibly tight timeline. If you have a complex project, there is no better guide than Sherpaneer."
- Steven Mandelbaum, SVP Business Applications, EAB
Industry
- Technology and Data
- Higher Education
- Marketing Services
Solutions & Services
- Salesforce Consulting
- Digital Transformation
- System Integration
- ERP Automation
- Salesforce Configuration
- Custom Development
- Integrations
- Quote to Cash
Technologies
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesforce Experience Cloud
- Financial Force ERP
- AWS Integration
- Sign Now
- Salesforce Analytics
- Tableau CRM
Streamlining A Fragmented & Heavily Customized Salesforce Implementation
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.
The Sherpaneer Result
We partnered with our client to perform a Salesforce Health Check on an existing Sales implementation. The Org had become fragmented from the use of multiple admins, changes in key stakeholders and an over reliance on platform customizations without any oversight. On assessment we found that over 60% of the customization could be refactored to configuration and/or removed from the system with the remaining code standardized by using our trusted coding frameworks. We also learned that their user adoption was low and that there was a bunch of manual data entry for automated features. We delivered these changes without impact to the business users, completely streamlining the administration overhead of the Org. We also provided a flexible application support model for delivery of on-going support and enhancement requests as they built their internal talent and Salesforce support organization.
"Sherpaneer’s seasoned consulting team helped streamline and simplify our Salesforce experience with their Heath Check service. We were also able to leverage their Success & Support model when we needed to augment memoryBlue’s internal Salesforce team in a seamless fashion at a critical time in our business, when we were experiencing high growth."
- Rohit Amba, Chief Operations Officer, memoryBlue
Industry
- High Tech Sales
Solutions & Services
- Salesforce Consulting
- Health Checks
- Salesforce Configuration
- Salesforce Support
Technologies
- Salesforce Sales Cloud
- HubSpot
- FrontSpin
- GetFeedback
- Hoopla
- CrunchBase
- Cloud4J
- Salesforce Lightning