Success Story: Logic
The Challenge:
- Logic purchased 50 EE seats but after having SFDC for 5-6 months the team didn’t use its full capabilities
- SFDC described as a receptacle for data and was used primarily as an accounting tool
- No workflow
- No dashboards
- Comfort level in using SFDC on a scale of 1-10:
- 0 for the solutions provider team
- 1-2 for the sales team
The Breakthrough:
- Logic management reports the salespeople are much more engaged with the tool
- Customized Dashboards to display additional items
- Improved forecasting has prompted Logic to start planning new mass distribution campaigns
- With expanded comfort and usage of the tool, Logic is now designing new email templates for communications and tracking through SFDC
- Planning to incorporate the Outlook synchronization plug-in for all users
Quotes:
“We were underutilizing the tool and we’ve gained the ability to understand how we can use it more effectively and uniformly as a company - I clearly understand the value that Baker can deliver in the cadence, the monitoring of the sales team process, the accountability you’re trying to drive to the individual reps, the competition you’re trying to drive internally.”—Mike Tackaberry,
Director of Sales
“We were only skimming the surface. - I would have liked to have seen Baker involved with our implementation team.”
--Shannon Ducklow, Director,
Channel Marketing
| Metrics | 30 days prior | Pilot impact | % Increase |
| Created Tasks | 552 | 984 | 78% |
| Completed Tasks | 534 | 915 | 71% |
| Logins | 717 | 1321 | 84% |
| Opportunities Created | 43 | 75 | 74% |