When you are an owner or partner in a young and growing business there are hundreds of decisions to be made. Most of these decisions require continuous consideration of the potential impacts to your businesses’ bottom line. Salesforce has developed and refined numerous offerings over the years to help businesses operate more efficiently and profitably, including a customer relationship management (CRM) tool named SalesforceIQ. SalesforceIQ was designed for small and medium-sized businesses but offered similar functionality to many of their enterprise level products. Salesforce has recently announced that SalesforceIQ will be retired and replaced with Sales Cloud Essentials. For many customers, this announcement creates a compelling event that will cause them to reassess how SalesforceIQ is meeting their needs. In the case of August Spark, a fast-growing consulting firm, it was time to graduate to the next tier of enterprise-centric functionality.
August Spark was founded in 2016, specializing in evaluating business-to-business (B2B) services companies within marketing, tech-enabled, and business service industries. HigherEchelon was asked to aid August Spark in their migration from Salesforce IQ to Sales Cloud as their CRM needs had evolved along with their business. Using our QuickStart implementation model, we were able to easily migrate over 6,000 records and quickly customize their new Sales Cloud organization to their specific needs. We provided enhanced ability to automate, capture, track, and report on data in a variety of areas including business investment opportunity evaluation tasks, and pipeline data. We integrated Salesforce into their communications, their collection of key documentation and even enabled mobile capabilities. To learn more about how we helped August Spark overcome their challenges with a tailored Salesforce Sales Cloud implementation, please view our latest case study.
HEAR WHAT AUGUST SPARK LEADERSHIP TEAM HAD TO SAY ABOUT OUR WORK:
“HigherEchelon was a tremendously important part of our Salesforce onboarding process. The team took the time to learn about our firm to meet our specific needs and requirements and worked within our budget and scope. HigherEchelon’s project management was extremely well organized which made our weekly status meetings productive and kept our project on track. The team was professional and responsive and provided excellent training and assistance with troubleshooting and support. We recommend HigherEchelon for all Salesforce and look forward to working with them in the future.”
– Stephen Wall- Partner, August Spark