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Amazing App Stories from
Customer Trailblazers
GIVE Volunteers Increases Lead Response
with SMS-Magic
Challenge: Inability to effectively engage
with leads. Many unanswe...
Datadog Streamlines Lead Routing Process with
LeanData
Needed to scale rapidly. Inaccurate lead
distribution process. Lack...
Mercer Advisors Manages Client Experiences
and Gains Efficiencies with TaskRay
Lack of standardization. Inconsistent deliv...
YP Protects Data of 20 Million+ Business
Accounts with OwnBackup
Massive data. Long data backup process.
Complex datasets....
Paycor Modernizes Sales Management by
Driving High-Value Activities with LevelEleven
High-velocity team needed real-time s...
DonorsChoose.org Increases Efficiency
with Intacct's Cloud ERP Software
Struggles with revenue recognition for
corporate g...
Xirrus Implements CallidusCloud CPQ to
Handle Complex Product Bundling
Quotes on spreadsheets. No way to
automatically sel...
Box Scales Customer Operations &
Manages Retention with Gainsight
Lack of scalable customer processes.
Needed to track and...
O2 Transforms its Business using CPQ
Software from CloudSense
Transform into a digital business.
Become a B2B IT services ...
Solomon Edwards Hires Jobscience to
Create a Better Applicant Tracking System
Big merger resulted in a new applicant
track...
GLOBALFOUNDRIES Improves Visibility
and Produces Quotes Faster with Apttus
Complex data requirements. Rapid
production sch...
SolarWinds scales for growth
with Fairsail
Inefficient manual HR processes.
Employee information scattered. Needed
an agil...
National Head Start Association Grows
Memberships and Donations with Fonteva
Clunky old system. Hard to manage
renewals an...
Digineer Taps Kimble to
Improve Consulting Sales Forecasting
Data integration frustrations. Lack of sales
pipeline and for...
Twitter Transforms Compensation
Management with Xactly
Sales compensation practice was manual and
outdated. Unsustainable ...
MobileIron Increases Call Center Efficiency
with NewVoiceMedia ContactWorld
Rudimentary integration with call center
phone...
Revolution Group Gains Company-Wide
Visibility with FinancialForce PSA
Three separate practices. Lack of transparency.
Rev...
Scott Fetzer Electrical Group Transformed
Business Processes with Kenandy
Too many spreadsheets, reports, and emails.
Too ...
Remy Cointreau Gains Visibility into Sales
Activities with GreatVines
No real-time data access. Still using fax
machines. ...
World’s Largest Chocolate Manufacturer
Streamlines Customer Experience with
CloudCraze
Lack of automated processes for
cus...
Topcon Increased Field Service Efficiency
with ServiceMax
Lost equipment. Revenue
leakage. Topcon was giving
away service ...
Expro Streamlines
Inefficiencies with FieldFX
Dispersed data. Money left on the table. Expro
looked to overcome inefficien...
SAVED PER WEEK
In-depth reports and activities
across the organization
2X
Jonathan Ward
BUSINESS PROCESS
IMPROVEMENT MANAG...
SAVED PER WEEK
In-depth reports and activities
across the organization
2X
Jonathan Ward
BUSINESS PROCESS
IMPROVEMENT MANAG...
SAVED PER WEEK
In-depth reports and activities
across the organization
2X
Jonathan Ward
BUSINESS PROCESS
IMPROVEMENT MANAG...
SAVED PER WEEK
In-depth reports and activities
across the organization
2X
Jonathan Ward
BUSINESS PROCESS
IMPROVEMENT MANAG...
Learn more
about the
AppExchange
VISIT US
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
Amazing App Stories from Customer Trailblazers
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Amazing App Stories from Customer Trailblazers

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Apps can help your team be more efficient, higher-performing, and goal-crushing. We spoke to AppExchange partners to learn about how customers are using their apps to solve a variety of challenges, from speeding up order and contract management, to scaling their sales teams. Keep reading to learn about these transformative apps.

Published in: Technology

Amazing App Stories from Customer Trailblazers

  1. 1. Amazing App Stories from Customer Trailblazers
  2. 2. GIVE Volunteers Increases Lead Response with SMS-Magic Challenge: Inability to effectively engage with leads. Many unanswered calls. Multiple email bounces. Low sales conversions. "Focus on customer service, projects and volunteers instead of communication difficulties." Katence Olson Co-Founder & COO, GIVE Volunteers 60% 30 75Decrease in email bouncesIncrease in response rate % Increase in conversions •      CHALLENGE:CUSTOMER: GIVE Volunteers Lead Response SMS-Magic•      APP: %
  3. 3. Datadog Streamlines Lead Routing Process with LeanData Needed to scale rapidly. Inaccurate lead distribution process. Lack of effective, timely follow up. Hacer Demiroers Director of Sales Operations, DatadogAnnual revenue doubled  "We're selling to a whole company...I wanted a way to accurately reflect what a sales rep was doing." 2x 5,000 Leads routed per monthEach week Sales Increase 10 •      CHALLENGE:CUSTOMER: Datadog Lead Routing LeanData•      APP: Hours saved
  4. 4. Mercer Advisors Manages Client Experiences and Gains Efficiencies with TaskRay Lack of standardization. Inconsistent delivery of new client experience. Customer retention issues. Multi-step complex processes. Shala Schultz Senior Operations Manager Mercer Advisors 50 20 Step process  streamlined "Work to integrate as much as possible into Salesforce in order to use the data to its full potential." % 0Projects fall through the cracks In client retention •      CHALLENGE:CUSTOMER: Mercer Advisors Project Management TaskRay•      APP: Increase
  5. 5. YP Protects Data of 20 Million+ Business Accounts with OwnBackup Massive data. Long data backup process. Complex datasets. Lack of proactive notifications. Difficult to compare and find missing data. Alex Tiplitsky VP of Technology Operations YP, The Real Yellow Pages® 90 100In data backup and recovery "Be committed to proactively protecting the data in each and every one of your accounts." % 20,000,000+ Business accounts backed upIn data backup time % •      CHALLENGE:CUSTOMER: YP, The Real Yellow Pages® Data Management OwnBackup•      APP: Reduction Peace of mind
  6. 6. Paycor Modernizes Sales Management by Driving High-Value Activities with LevelEleven High-velocity team needed real-time sales management software. Can’t rely on dashboards and reports to drive growth. Janet Jansen Director, High Velocity Sales Paycor 50 In key account meetings Decrease "Course-correct in real time. This takes the noise out, so my reps can focus on the critical things that will move the sales needle." % 55 1 Tool to manage sales team In on-boarding time Increase % • CHALLENGE:CUSTOMER: Paycor Sales Management LevelEleven• APP:
  7. 7. DonorsChoose.org Increases Efficiency with Intacct's Cloud ERP Software Struggles with revenue recognition for corporate grants. Financial system not integrated with Salesforce. No visibility into grants received by partner team. Taylor Chang VP OF FINANCE, DONORSCHOOSE.ORG 50 • CHALLENGE:CUSTOMER: DONORSCHOOSE.ORG LOW EFFICIENCY INTACCT• APP: finance team efficiency shorter close rate "Invest time and resources integrating your systems. This will ensure everyone is working with the same information when making decisions." % 20 per month on revenue recognition, reporting, and accounts payable 50HOURS SAVED % INCREASE
  8. 8. Xirrus Implements CallidusCloud CPQ to Handle Complex Product Bundling Quotes on spreadsheets. No way to automatically select product SKUs. Complex product offerings. Manual data entry and calculations. Rick Austinson DIRECTOR, INFORMATION TECHNOLOGY XIRRUS 90 • CHALLENGE:CUSTOMER: XIRRUS PRODUCT BUNDLING CALLIDUSCLOUD• APP: All in Salesforce ATTACHMENT RATE AUTOMATED SOLUTION "In order for a CPQ solution to be successful, it needs to be maintainable by all, including those who manage their own content." % 1 Partners using CPQ 7KUSERS Sales reps adopt CPQ
  9. 9. Box Scales Customer Operations & Manages Retention with Gainsight Lack of scalable customer processes. Needed to track and forecast retention. Looking for a market-leader instead of building internally. Reviewing accounts Identifying at-risk customers 20 Jon Herstein SVP, CUSTOMER SUCCESS BOX "Start with a solid foundation for Customer Success and then overlay best practices and thought leadership to achieve your business objectives." 50 HOURS SAVED PER WEEK • CHALLENGE:CUSTOMER: BOX CUSTOMER OPERATIONS & RETENTION GAINSIGHT• APP: Automating customer processes % TIME SAVED 20INCREASE IN VISIBILITY %
  10. 10. O2 Transforms its Business using CPQ Software from CloudSense Transform into a digital business. Become a B2B IT services player. Need to evolve from just selling traditional handsets and mobile phone plans. Brendan O'Rourke CIO, O2 8 • CHALLENGE:CUSTOMER: O2 DIGITAL TRANSFORMATION CLOUDSENSE• APP: Individualized pricing and packages GROWTH CUSTOMIZED EXPERIENCE To bring a vision to life, have confidence in the technology. Be confident that it has the capability and flexibility to deliver your digital vision. % Digital attachment rates 1 LARGEST OFFICE365 RESELLER IN THE UK
  11. 11. Solomon Edwards Hires Jobscience to Create a Better Applicant Tracking System Big merger resulted in a new applicant tracking system. Sought a highly configurable and nimble solution. Jamie Bartlett BUSINESS SYSTEMS ANALYST SOLOMON EDWARDS 100 • CHALLENGE:CUSTOMER: SOLOMON EDWARDS APPLICANT TRACKING SYSTEM JOBSCIENCE• APP: All in Salesforce ADOPTION SOURCE OF TRUTH "Be honest about your current business needs. If you're in a fluid situation that requires an immense level of flexibility, find a platform that can provide that to you." % 1 Gained visibility that never existed before 2MONTHS
  12. 12. GLOBALFOUNDRIES Improves Visibility and Produces Quotes Faster with Apttus Complex data requirements. Rapid production schedules. Manual processes. Weeks of engineer time. Need for faster, more accurate quote generation. AVERAGE ANNUAL BENEFIT 3 KING OU DIRECTOR OF SYSTEMS AND SOLUTIONS GLOBALFOUNDRIES 419 • CHALLENGE:CUSTOMER: GLOBALFOUNDRIES QUOTE GENERATION APTTUS• APP: Time reduction $4,121,513ROI WEEKS TO DAYS "Creating a guide that focuses on your customers is the key to success when building and implementing a new solution." %
  13. 13. SolarWinds scales for growth with Fairsail Inefficient manual HR processes. Employee information scattered. Needed an agile HR system to keep pace with current and future growth. Rapid implementation One HR platform 80 Jen Alessandra SVP HR, SOLARWINDS 90 • CHALLENGE:CUSTOMER: SOLARWINDS SCALING FOR GROWTH FAIRSAIL• APP: in HR operations productivity employee growth enabled DAYS 1 6x TOOL TO MANAGE THEM ALL % INCREASE "Think: Will the app keep pace with the current and future growth of your workforce?"
  14. 14. National Head Start Association Grows Memberships and Donations with Fonteva Clunky old system. Hard to manage renewals and pay orders. Performance and functionality issues. INCLUDE DONATIONS Lori Christianson DIRECTOR OF TECHNOLOGY, NHSA 80 • CHALLENGE:CUSTOMER: NHSA GROW MEMBERSHIP & DONATIONS FONTEVA MEMBERNATION• APP: In payment processing time SAVED DECREASE "Always have a good understanding within your organization of what people want out of your system when you are designing it. What you get is dependent on what you put into it." % In card processing time % 50 10% OF ONLINE MEMBERSHIPS
  15. 15. Digineer Taps Kimble to Improve Consulting Sales Forecasting Data integration frustrations. Lack of sales pipeline and forecast accuracy. No acceptable mobile solution. Forecast accuracy Training time 1 Bryce Austin CIO/CISO, DIGINEER "Having a sales tracking and ERP system that works with your business is critical to your business's success. 80 TOOL TO RULE THEM ALL • CHALLENGE:CUSTOMER: DIGINEER SALES FORECASTING ACCURACY KIMBLE• APP: One source of truth % INCREASE 75TIME SAVED %
  16. 16. Twitter Transforms Compensation Management with Xactly Sales compensation practice was manual and outdated. Unsustainable compensation solution. Lack of visibility into sales compensation and commission. Visibility and transparency. Ease of use. Flexibility. REAL TIME ONLINE, SELF-SERVE, REAL-TIME COMPENSATION PLATFORM 100% Platform. Solution. Preetesh Bengali SALES COMPENSATION MANAGER, TWITTER "Build a solid yet flexible solution that can adapt to the company's growth." 1 MORE • CHALLENGE:CUSTOMER: TWITTER SALES COMPENSATION XACTLY• APP: MOTIVATION & ENGAGEMENT
  17. 17. MobileIron Increases Call Center Efficiency with NewVoiceMedia ContactWorld Rudimentary integration with call center phone system. Need to scale customer support. Cannot hire additional staff. Shorter call times SAVINGS PER YEAR 25 Mike McCarron VP, CUSTOMER SUCCESS, MOBILEIRON 50 • CHALLENGE:CUSTOMER: MOBILEIRON HIRING & INTEGRATION NEWVOICEMEDIA• APP: In productivity $150,000TIME SAVED % GAIN "Technology that exists today and that will exist in the future will only make customers' experiences better. It's best to embrace that." %
  18. 18. Revolution Group Gains Company-Wide Visibility with FinancialForce PSA Three separate practices. Lack of transparency. Revolution Group needed company-wide collaboration and access to information via a single platform. hours/ month SAVED CALCULATING UTILIZATION TARGETS 100% BUSINESS Jessika Botruff SALESFORCE ADMIN, REVOLUTION GROUP Leverage the Salesforce Community and super users. It's like going to a psychologist. Lay out your problem, and they will give you a fresh perspective on how to approach the solution. • CHALLENGE: • APP:CUSTOMER: REVOLUTION GROUP COLLABORATION FINANCIALFORCE PSA 1 60 MOBILE + Entire company visibility into its three practices
  19. 19. Scott Fetzer Electrical Group Transformed Business Processes with Kenandy Too many spreadsheets, reports, and emails. Too much confusion. Scott Fetzer Electrical Group needed to move their business processes to the cloud. Kenandy manages everything for manufacturers with Salesforce App Cloud Buyers' time saved 30% APP Rob Goldiez GENERAL MANAGER SCOTT FETZER ELECTRICAL GROUP Test out apps in a sandbox environment before installing - it’s so easy! 1 COST SAVINGS • CHALLENGE:CUSTOMER: SCOTT FETZER ELECTRICAL GROUP BUSINESS PROCESS KENANDY• APP: 4HOURS/WEEK +
  20. 20. Remy Cointreau Gains Visibility into Sales Activities with GreatVines No real-time data access. Still using fax machines. Remy Cointreau faced difficulties linking their sales activities to actual sales volume. Real-time insights into sales productivity 30 Hugh Lander DIRECTOR OF COMMERCIAL DEVELOPMENT, AMERICAS REMY COINTREAU "Look for a partner, not a vendor. Pick someone that truly understands your industry and can help drive creativity for your organization." DOCUMENTED PROCESSES MINUTES • CHALLENGE:CUSTOMER: REMY COINTREAU SALES VISIBILITY GREATVINES• APP: To generate a report (not three weeks)
  21. 21. World’s Largest Chocolate Manufacturer Streamlines Customer Experience with CloudCraze Lack of automated processes for customers. Needed to support online orders. Customer orders were successfully processed the first time 8 Steven VanDamme CIO, Barry Callebaut Get the basics right first. Start with a pilot, and then roll out and scale. Our B2B portal works well because the back-end is structured and robust. 3 INCREASE IN REVENUE • CHALLENGE:CUSTOMER: BARRY CALLEBAUT CUSTOMER EXPERIENCE CLOUDCRAZE• APP: Cross-selling and up-selling drive revenue and margin uplift MORE SUCCESSFUL ORDER PROCESSING CUSTOMER: % X
  22. 22. Topcon Increased Field Service Efficiency with ServiceMax Lost equipment. Revenue leakage. Topcon was giving away service and paying for it. IN PRODUCTIVITY GAINS BROAD FRAMEWORK To gain efficiencies and improve products 10% Gary Yantsos SENIOR DIRECTOR OF IT, AMERICAS TOPCON Change is difficult and adoption of a new solution may take a while. Involve the end users early and often so they realize there’s a better way to do their jobs. 30 INCREASE • CHALLENGE:CUSTOMER: TOPCON FIELD SERVICE SERVICEMAX• APP: IN SERVICE REVENUES % INCREASE
  23. 23. Expro Streamlines Inefficiencies with FieldFX Dispersed data. Money left on the table. Expro looked to overcome inefficiencies with a central, standardized system. IN TIME TO PROCESS A TICKET GLOBAL PLATFORM In-depth reports and activities across the organization 5% Jonathan Ward BUSINESS PROCESS IMPROVEMENT MANAGER, EXPRO Figure out what you want to get out of a system, and an efficient way to do it. Involve the end users early and often, so they realize there’s a better way to do their jobs. SIGNIFICANT DECREASE LESS • CHALLENGE:CUSTOMER: EXPRO STREAMLINE PROCESSES LIQUIDFRAMEWORKS• APP: REVENUE LEAKAGE
  24. 24. SAVED PER WEEK In-depth reports and activities across the organization 2X Jonathan Ward BUSINESS PROCESS IMPROVEMENT MANAGER, EXPROMORE SALES • CHALLENGE:CUSTOMER: EXPRO STREAMLINE PROCESSES LIQUIDFRAMEWORKS• APP:
  25. 25. SAVED PER WEEK In-depth reports and activities across the organization 2X Jonathan Ward BUSINESS PROCESS IMPROVEMENT MANAGER, EXPROMORE SALES • CHALLENGE:CUSTOMER: EXPRO STREAMLINE PROCESSES LIQUIDFRAMEWORKS• APP:
  26. 26. SAVED PER WEEK In-depth reports and activities across the organization 2X Jonathan Ward BUSINESS PROCESS IMPROVEMENT MANAGER, EXPROMORE SALES • CHALLENGE:CUSTOMER: EXPRO STREAMLINE PROCESSES LIQUIDFRAMEWORKS• APP:
  27. 27. SAVED PER WEEK In-depth reports and activities across the organization 2X Jonathan Ward BUSINESS PROCESS IMPROVEMENT MANAGER, EXPROMORE SALES • CHALLENGE:CUSTOMER: EXPRO STREAMLINE PROCESSES LIQUIDFRAMEWORKS• APP:
  28. 28. Learn more about the AppExchange VISIT US

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