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Case Study

Deploy their cloud-based CRM and sales reporting tool, Sales Cloud

Company Profile

StudentUniverse is the world’s leading travel booking site for students and youth. Through negotiations with a network of global partners, StudentUniverse offers exclusive pricing and terms on flights, hotels, and tours. Its Travel Services division handles client requests for groups and custom itineraries.

The Challenge

With a flourishing, but decidedly segmented national sales team in place and a new CEO scheduled to start within weeks, StudentUniverse sought to arm its team with a new customer relationship management tool to help them share best practices, collaborate for cross-selling on multi-territory leads and more accurately report progress within the pipeline.

The Solution

Partnering with App Solve, StudentUniverse engaged the team at Salesforce.com to deploy their cloud-based CRM and sales reporting tool, Sales Cloud and then hired App Solve to migrate StudentUniverse’s current Microsoft Excel-based reporting modules to the new platform, develop & document processes for entering and tracking leads, prospects and customer data and provide custom training for his team.

App Solve process improvement and project management professionals served as system administrators — App Solve backtracked to examine the company’s business processes and requirements to determine how Salesforce Sales Cloud addressed their overall corporate mission and reviewed sales reports to figure out how best to design & build the same (but better) reports in the new application.

Next, we worked with the Salesforce.com implementation team to define security settings, customize the application and create reports; then leveraged our workforce training specialists to identify relevant materials from Sales Cloud to develop custom training and e-learning tools and conduct web-based end user training to fortify adoption.

The Results

The CEO was on-boarded with a lean mean sales reporting machine there to deliver real-time updates on day-to-day sales performance. StudentUniverse’s sales team got the training they needed to confidently maneuver the new tool and increased their productivity by harnessing shared sales data and reporting across geographies, reps and product lines. They leverage the mobility of Sales Cloud — collaborating virtually, from anywhere. The ability to log into Salesforce.com (via smartphones and tablets) makes it more convenient than ever to manage their sales pipeline.

Solutions Utilized:

Sales Cloud

Over time, your business changes, and App Solve enables you to continue your hockey stick growth by consulting on your current Salesforce.com system and potentially ‘Re-Optimizing’ your Salesforce platform.

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