How we helped a software provider improve

their sales processes with insights into deals

Overview

A North America based commercial software company reached out to us to identify a way to enable them to better assess opportunities lost during the sales process, so that they can optimize and apply their learnings in future engagements. The client was interested in using TruSales for this insight, and engaged our team to build an integration between Salesforce Sales CRM and TruSales. This integration enabled a seamless yet selective data sharing through a sync of Salesforce data to TruSales for sales insights.

The Challenge

Our client didn’t have a process in place to track and understand why leads that didn’t progress in the pipeline ended up as lost opportunities. They wanted a deeper understanding of their sales data, such as win rates, lost deals revenue by deal types and more, all consolidated in a dashboard with impacting factors. They just began using TruSales — but the sales data resided within Salesforce Sales CRM and the two did not talk to each other, metaphorically speaking.

Salesforce CRM was used to manage contacts, the customer lifecycle and leads coming in. TruSales is a business intelligence tool used to track sales data, such as sales win rates and lost deals. To powerfully track sales progress and data and deliver it in robust reports on dashboards, Salesforce and TruSales would work best in conjunction.

Our client recognized the best solution would be to connect the two. So, they reached out to us for support on creating this connection.

How It Was Solved

To provide a solution, we built an integration between Salesforce and TruSales. This enabled data to be seamlessly yet selectively passed from Salesforce to TruSales. Selective Salesforce data was integrated and consistently made available to the TruSales platform for analysis and delivery of accurate, up-to-date reporting. The reporting was in the form of up-to-date TruSales dashboards our client needed for review and analysis.

Previously, to share data with TruSales, they would have to export, sanitize and import the data manually from one tool to another, before any insights could be gathered. This integration enabled the client to do this with the press of a button and control the breath of sensitive data being shared! The data is sent over routinely and faster, providing quicker access to business insights.

The Results

The integration between Salesforce and TruSales enabled our client to have the data they so urgently to give them the insights into lost opportunities so that they could use this knowledge and adapt their sales, marketing and business engagement strategies with prospective clients. The data is gathered from Salesforce and sent over to TruSales automatically.

In addition, upon data transfer, an email notification is automatically sent to inform teams. The idea for this integration was brought by marketing as part of sales enablement, and it is beneficial to both teams by equipping them with valuable lead and customer data.

Apart from sending the data from one platform to another, setting this integration up eliminated friction, manual transfers and human error often caused by manual work. Now, the marketing and sales departments have the data they need at their fingertips in a single source of truth system.

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Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors

Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).

Ben Crawford

Senior Product Manager at Enova Financial

I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.

Mark Friedgan

CEO at CreditNinja

Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.

René Pfitzner

Co-Founder at Experify

Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.

Bruce Burdick

Chief Information Officer at Integra Credit

We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.

Jemal Swoboda

CEO at Dabble

The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.

Arthur Tretyak

Founder and CEO at IntegraCredit

With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors