Future State is an Oakland, CA based management con-sultancy focused on leading large-scale business trans-formations for leading Fortune 1000 businesses, public institutions, and nonprofits worldwide. Future State uses adaptive strategies, creative solutions and transformation-al innovations that ready their clients for every probable future state. Customers include Fortune 500 organizations, non-profits, and high-growth companies.

ChallengeFuture State, a design-doing management con-sultancy, are experts at focusing on the art of getting things done. They help their customers develop a clear path to transform behaviors and innovate from within. When faced with the chal-lenges of accelerated growth and scaling their business, Future State looked to the power of Salesforce to help solve these challenges.

Future State utilized Salesforce as a single source for all sales and recruiting related op-ertions. Salesforce’s integration capabilities enabled multiple parts of Future State’s busi-ness to be better connected, including Intacct for accounting, Xactly for commissions, Job-Science for recruiting/onboarding/offboarding, MailChimp for marketing emails, and Clarizen for project management.

Solutions

The Salesforce implementation has enabled Fu-ture State to have much higher accuracy and predictability in their pipeline. With this added visibility, Future State can take a data-driven approach to derive more meaningful insights on their projects and customers. Once training was complete, Future State began prioritizing and investing in the activities that improve the cus-tomer experience.

Future State has long brought about transformational change to their customers. When it came time for Future State to improve their own operations, they knew exactly

the challenge, effort and process to undergo their own system optimization. Spearheaded by a small but nimble IT department, the team worked with multiple stakehold-ers across the organization to understand their current and future business requirements and just as important-ly to get the buy-in and engagement of team-members.

Results

CASESTUDY

Your trustedSALESFORCEConsulting Partner

OPPORTUNITY

THE COMPANY

us the information that leadership need to make bet-ter decisions and to drive consistency and efficiency throughout our processes.”

“MondayCall did a great job of capturing the business requirements from a diverse group of team-mem-bers across the organization. They also have signifi-cant change management expertise keeping the right parties involved and engaged throughout the project. The training program and rollout worked really well to not only get people up to speed but to drive ongoing adoption of Salesforce.” Shari added, “MondayCall has deep technical expertise in Salesforce and solved many of the problems we weren’t able to solve before. MondayCall was lean and flexible as a partner and has a full team that helped us with multiple technologies.” Kathy added, “MondayCall helped us tremendously improve the value we capture from Salesforce so that we can focus more on our own clients.”

“MondayCall has deep technical expertise in Salesforce and solved many of the problems we weren’t able to solve before.”

- Kathy Krumpe, COO

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Sales, finance, operations, recruiting, and the executive team all participated in the project to plan the need to bet-ter centralize their information, provide visibility earlier in the process and to improve efficiency throughout the or-ganization. Kathy Krumpe, COO said, “We needed a single source of truth for all sales and recruiting related activities and the industry’s best-in-class cloud solution is Sales-force.” Salesforce’s integration capabilities have enabled multiple parts of the business to be better connected. Fu-ture State uses Intacct for accounting, Xactly for commis-sions, Job Science for recruiting/onboarding/offboarding, Mailchimp for marketing emails and Clarizen for project management.

Company: Future State

Management Consultancy focused on large-scale transformationBased in Oakland, CA

Sales Cloud®, Integration, Forecasting, MailChimp, Change Management Adoption

Future State is a leader in large-scale and organizational transformation. Kathy noted, “our process is people-cen-tered with a focus not just on design-thinking but de-sign-doing. We needed a strong partner with similar values and capabilities to help us with the Salesforce portion of the transformation.”

MondayCall partnered with Future State to understand the key business drivers and build a system that effec-tively scales with Future State’s growing business needs. Kathy noted, “We saw an opportunity to improve our pipe-line visibility by capturing more accurate information from our Sales team. Because our sales people often know best how each deal is progressing, we saw an opportunity to improve our stages and to capture better information during the sales process.”

Shari McAneney, Office Manager, added, “Having better information also has enabled us to monitor the sales pro-cess more accurately and to know how to best support our sales team and our clients at each stage of the sales pro-cess”. With an improved infrastructure, Future State was able to analyze their business better and improve overall efficiency. Kathy said, “with this added visibility, we could use data to drive more meaningful insights. From there we can prioritize and invest in the activities that improve our process such as streamlining our templates, conduct-ing more training or building in automation. MondayCall helped us elevate Salesforce to the CEO level by giving

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