Dec 9th, 2020
DreamBox wanted to provide their rapidly growing sales team with the tools they needed to track new opportunities and sales within the highly competitive education technology market. They also needed to manage their existing subscription and service contracts.
With sales processes that were constantly evolving, DreamBox needed a CRM that could accommodate their ever-changing requirements. They hired a series of contractors to develop a custom Salesforce solution. Unfortunately, the contractors had limited bandwidth and did not fully understand DreamBox’s unique business needs. The lack of continuity in personnel coupled with limited opportunities for knowledge transfer whenever new contractors came on board, resulted in a Salesforce solution that was not sufficiently documented, and which did not have the functionality needed by the sales team.
We initially partnered with EightCloud to obtain a health analysis of our Salesforce instance to plan for future optimization. But when our SF Admin moved on to a new opportunity, EightCloud stepped in to maintain our daily operations, see through strategic initiatives that were already in motion, and deliver against the initially scoped work. Their flexibility and work ethic truly stand out. They’ve met our aggressive timelines and have remained incredibly responsive about meeting our changing needs. I would highly recommend partnering with EightCloud!
-Christie Madsen, Director of Business Operations, DreamBox Learning
EightCloud was able to take a deep dive into DreamBox’s business and technical needs using a flexible client-centered approach. This approach also allowed EightCloud to quickly pivot and scale resourcing as needed to complete specific projects. As a result, DreamBox has been able to:
Integrate Salesforce more tightly into their internal sales process. DreamBox assigned all their accounts to an account lifecycle and defined the actions required to move an account through various stages. Sales reps are automatically prompted to perform specific account management activities tailored to where an account resides in the lifecycle. This allows DreamBox to maximize their customer relationships and visualize their progress towards specific sales goals.
More easily capture a wider range of critical data points. Sales reps now have the ability to link all the secondary schools associated with a specific opportunity. They can also identify individual contacts in relevant departments such as IT and Purchasing. This provides for more in-depth reporting and accountability across multiple opportunity lifecycles.
Boost the performance and efficiency of their database. Dreambox’s Salesforce environment was stabilized allowing for the doubling of the number of records that could be imported at the same time.
I could not have picked a better partner to help navigate us through the road blocks that popped up. They remained responsive to us the entire way through. I spent many phone calls bouncing process ideas and solutions off our consultant as we collaboratively developed solutions. Not just a vendor, but the definition of a true partner. We will continue to utilize EightCloud as a resource in our Salesforce instance."
- Justin Larsen, Abatement Technologies
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