Computer Software

Salesforce Confidential

CHALLENGE SOLUTION RESULTS

COMPANY OVERVIEW

Energage researches what separates a Top Workplace from the rest. They have analyzed more than seventeen million employee survey responses from well over fifty thousand organizations. The Energage platform combines research, neuroscience principles, and expert guidance to help companies maximize performance and realize the full potential of your workforce. Their customers are able to reducing turnover costs, raising productivity, improving teamwork, and increasing ROI by as much as thirty percent.

LOCATION Exton, PA , USA

EMPLOYEES 135

INDUSTRY Computer Software

COMPETITOR Culture IQ, Glint, Teamforia, Qualtrics

SOLUTION(S) Salesforce Sales Cloud, Pardot

GO LIVE DATE: On going

ENERGAGE PROFILE

▪ To clean up 11 years worth of data

already inside of Salesforce, including over 750,000 Opportunities in the

system

▪ Streamline sales processes by reducing the complexity of the existing

Salesforce organization▪ Re-standardizing the organization by

limiting the number of custom objects,

simplifying Platform Accounts and EP Opportunities

▪ Ultimately make the organization more 3rd part friendly for future integrations

▪ More insight into the sales pipeline

and team performance tracking for reporting and forecasting purposes

▪ Map outdated fields and picklist values to fields and values

that would remain in the business process going forward, such as mapping “Requests” (custom) to “Cases” (Standard).

▪ Work with sales personal at Energage to ensure custom

objects and fields that are essential to the sales process▪ Utilize record types to create the best business processes,

picklist values, and page layouts for various users▪ Remove various stage options to limit confusion and allow for

better reporting and forecasting

▪ Have been able to transition nearly all of the Opportunities

successfully thus far and integrate innovative ideas to standardize the organization

▪ Developed custom reports that help management better

understand their numbers in the Sales pipeline▪ Have the ability to work with new vendors and integration tools

going forward through the use of standardization

HR SaaS

Competitors of Salesforce engaged in sales cycle: Microsoft Dynamics, Zoho

Previous technology replaced by Salesforce: Zendesk, Infusion soft, Mail Chimp

Salesforce products deployed: Sales Cloud, Pardot

Customer Business Model (B2B, B2C, or Both) B2B

Salesforce Product features: Reporting, Process builders, CTI integration

If using Service Cloud, list use case (e.g. customer support, call

center, field service, telesales, etc.)

Integrations: Chorus.ai, Sales Pulse, Ring Central, Sales Loft, Cloudingo, Skyvia, DBAMP

AppExchange Apps/Partners Zuora, SalesPulse

Solution ‘Go Live’ date: On going

MORE DETAILS

Solution Detail

Screenshots of app (if available)

Screenshots of app (if available)

Screenshots of app (if available)

Screenshots of app (if available)

Sharing Guidelines

SHARING USE CASE/SCENARIO:

Can Salesforce AEs share this story and overview slide in sales settings? Y

Can Salesforce AEs mention the customer name in sales settings? Y(With prior permission)

Is this customer willing to act as a reference customer for prospects? Y

Would the customer be willing to speak at Dreamforce or other events? Y

These questions are required in order for your story submission to be accepted. Please answer

these questions to the best of your ability.

We will not contact the customer without reaching out to you first.

PARTNER INFORMATION

Name of reference approver: Megan Jones

Title of reference approver: Manager

Email of reference approver: mjones@eigenx.com