The Challenge
Though Yukon was able to self-implement Salesforce, they quickly outgrew the out-of-the-box functionalities, and needed outside support. They presented the challenge of tracking team goal and milestones, and managing info on contact touch points with opportunities.
The Solution
To help them take their Salesforce experience to the next level, Redpath carried out the following:
- Built out a customized data model, including standard and custom objects and fields to reflect unique business needs.
- Implemented Rollup Helper (AppExchange App) to tie together complex related data
- Created dozens of Reports and Dashboards which are customized for the team in various ways: Leadership, sales team, and individual users can see information at each level.
- Visualize progress on raising money for different funds.
- Reports and dashboards are emailed to users to keep important information front and center and drive workflow.
The Results
As a result of our partnership, Yukon was able to achieve more than ever with Salesforce, realized the following outcomes:
- Reports and dashboards help Yukon forecast deals, manage pipeline, and give visibility into what each salesperson is working on.
- Data in one place, and one source of truth.
Nationally Recognized, Trusted Salesforce Partner
