Integrated forecasting in Salesforce Sales Cloud to take dead aim on individual forecasts all the way up sales executive level

Company Profile:

CloudBees is the Enterprise Jenkins Company and continuous delivery (CD) leader. CloudBees provides solutions that enable IT organizations to respond rapidly to the software delivery needs of the business. Building on the strength of Jenkins CI, the world’s most popular open source continuous delivery hub and ecosystem, the CloudBees Continuous Delivery Platform provides a wide range of CD solutions for use on-premise and in the cloud that meet the unique security, scalability and manageability needs of enterprises.

The Challenge:

CloudBees has been an excellent Salesforce.com customer for years, but was using external systems like Excel and Google spreadsheets to manage the forecasts of their global sales teams. As an extremely fast growing company, CloudBees wanted to streamline this process and bring forecasting onto the Salesforce.com platform.

The Solution:

App Solve worked with CloudBees to understand their current process, and their end-state goals when it came to forecasting. App Solve actioned the plan and configured Collaborative Forecasting for CloudBees within Salesforce so that all global sales forecasting could be completed within the platform.

The Results:

CloudBees sales reps can now rapidly and easily change their opportunities through forecast stages and manage their pipeline. Sales leadership can get an instantaneous snapshot of their direct reports, their team’s forecast and make quick manager judgments using forecast overrides. CloudBees is now poised to increase their growth as they’ve taken an entire process out of manual upkeep and tied it to their Salesforce.com platform to increase efficiency and productivity.

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