Customer case
GreenhatPeople®:
Sales team working by the book thanks to Salesforce Sales Cloud
Green Hat People is one of the leaders in the onboarding tech business, with a team of 35 people dedicated to helping HR Managers across the world take their onboarding to the next level. Their solutions are today used by more than 8,000 corporations and 1,500,000 employees.
By using new mobile technology and gamification mechanisms, the founders saw a potential to achieve better results, faster and with scale. The solutions in their portfolio entail onboarding apps and games for either individual or group learning, including virtual team-building activities. The goal of the company is to help build stronger teams with off-the-shelf development games and encourage employee engagement.
Challenge
Needs that led to Salesforce Sales Cloud
- Need for having just one system for the Sales team to ensure they all have the same insights and can work as one team
- It was hard to track all of the sales activities, leading to missed opportunities
“Our sales reps were using a number of productivity apps and tools, including Salesforce. Although, it was not working properly for us, while not all the tools were configured well to fit our current business requirements. Also, with the way Salesforce was utilized - we could not track the sales activities in detail. We decided, having all the data and activities in one system is the only way to speed up our sales processes.”
- Erik Sandgren - Founder and Group COO GreenhatPeople®
Solution
Replacing various apps with one solution
Then the company started discussions with Salesforce. The Green Hat People management team was looking for the best options to replace all the various apps with Salesforce. The Salesforce Sales Cloud solution was the one to cover all the business needs. The next step was to get in touch with the Salesforce implementation partner to help tailor the solution to satisfy the needs of the sales members and their managers.
“The Salesforce team we were in touch with immediately recommended Nextview. Nextview would help us understand what Salesforce is capable of and how we can use its potential to adapt to our processes. Once we got the recommendation, we realized Nextview stands out from the competition, because of its strong customer-centric approach. There were many conversations with the Nextview team about how to “tweak” the Sales Cloud to work perfectly for us. Together we have done a lot and we still have a long way to go.”
- Erik Sandgren - Founder and Group COO GreenhatPeople®
Results
Happy users, happy customers
- All customer data in one place - better overview of the pipeline, licensing & more
- Reporting & tracking of all sales activities - crucial for identifying threats
- Guidance for the salespeople - they work by the book, following procedures
“From the very beginning, communication with the Nextview team was easy. They helped us understand what we can get from Salesforce and how to use it to our advantage. Now, 20 salespeople use Salesforce regularly and they work by the book. Everything they do, they log into the system and we can see the changes and their activities right away. I would only recommend Nextview.”
- Erik Sandgren - Founder and Group COO GreenhatPeople®