ClearView™
Success Story:
The Challenge:
- Zep, purchased 35 Enterprise Edition seats
- The team did not have logins, passwords and their computers weren’t “authorized” to use SFDC
- The average sales user had not logged in for 2-4 months
- SFDC was not used for pipeline visibility and reps did not enter any data into SFDC
- Heavy reliance on Excel spreadsheet
- Sales process not mapped in SFDC
- Over 25,000 unassigned leads
with a desire to target higher
priority accounts
The Breakthrough:
- All users now have log ins, computers are activated, and reps are following up on preexisting leads
- Teams are actively using the system to capture new leads and to manage opportunities
- Within two weeks, Zep had nearly 3,000 records and multiple opportunities listed for each salesperson.
- The value of open opportunities went from $4,000 to over $835,000 projected for the next 60 days.
- Zep management is tracking
progress by receiving email updates
on Opportunity changes
Quotes:
“Overall, I was extremely pleased. [The coach] did a great job as far
as getting people engaged. The follow up
was impeccable. It was what I expected
and then some…You broke down a pretty
big barrier.”–Craig Hallman,
National Account Manager
Federal Government
“My own personal objective was to have the people who are paying money for Salesforce… get some value for what they’re paying into and have a tool that they can understand, road test, use it, and get comfortable with it. I think for that purpose it worked very well….From an activity point of view, the activity level is immensely higher.”
–Andre Quenneville,
VP of Sales Zep West
| Metrics | 30 days prior | Pilot impact | % Increase |
| Created Tasks | 6 | 154 | 2500% |
| Completed Tasks | 6 | 112 | 1800% |
| Logins | 0 | 667 | 6667% |
| Opportunities Created | 0 | 105 | 1005% |
