SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS THE SUCCESSFUL OUTCOME With the implementation of Revenue Grid’s calendar sync functionality, teams were able to seamlessly synchronize their Salesforce and Outlook calendars. VDA also enabled email auto-sync to CRM. With Revenue Grid’s high configurability, all sync requirements were met, ensuring that Salesforce data was always complete and accurate. · Result: 340,000 created or updated activities between Salesforce and Outlook during 2021. VDA implemented Sales Sequences, allowing it to digitalize and scale customer nurturing processes. With Sales Sequences, VDA was able to automate customer engagement via highly personalized email campaigns that include merged fields with Salesforce data. Consultants can delegate these email cadences to the support team, allowing them to focus on more mission-critical tasks. · Result: 23,000 personalized emails auto-sent. With Revenue Signals, VDA has configured contextual, actionable notifications to guide consultants and support staff on the next best step when action is required on an existing opportunity or lead. This enables better customer engagement that drives more value for customers, thereby improving relationships and chances of potential upsells. · Result: 15 Revenue Signals implemented, with customer inquiry processing and reply time improvement projected to increase 20% in 2022. CONSIDERATIONS FOR CUSTOMERS LOOKING TO DIGITALIZE THEIR SALES AND CUSTOMER ENGAGEMENT PROCESSES . · Sales-and-customer-related initiatives start with the right data. Make sure your CRM data is relevant and up to date. · Determine which metrics correlate with the overall success of each step of the funnel as well as the right tool set to measure them. · Expect to change specific processes by applying multiple tests to see which ones move the needle. · Go beyond simply digitalizing processes and embrace digital transformation as the long-term goal. Learn More Learn more about Revenue Grid on AppExchange.