Search, Add, Edit Products on Opportunities for 600+ reps

Company Profile and Overview

Industry: Financial Services

Location: North America

Employee Category Range: 1,001 – 5,000 employees

Salesforce Clouds: AppExchange

Company Overview: Customer is a financial services company based in North America

Streamlining the creation and updating of Opportunities and Products within Salesforce.

Sales reps were frustrated because they had to navigate multiple screens to edit the opportunity and the associated products
Opportunities were sometimes only partially updated
Operations team needed to show that they heard sales teams UX concerns and were responsive with a new solution
Difficult to filter products and make changes to new and existing opportunities

Previous Technology:
Standard Opportunity Details and Opportunity Products
Solution Implemented:
Opportunity Product Selector by SkyVenn was deployed across the entire global sales organization for managing products on their opportunities

Sales reps now have the ability to update an opportunity and it’s associated products all from a single screen
Reduced time to update an opportunity by 25%
Quick time to value: Installed Opportunity Product Selector by SkyVenn and self configured the solution in about an hour without any guidance from SkyVenn
Adding 5-10 new hires per week with reduced training time

“Our Salesforce instance is complex...SkyVenn has done a phenomenal job of asking the right questions...We certainly attribute the ability of our Salesforce instance to consistently keep up with our growing and scaling company to the ongoing assistance of SkyVenn. We couldn't do it without them! Highly recommend SkyVenn for all your Salesforce needs.”

“We’ve been working with SkyVenn for 3+ years and they’ve been amazing to work with. We’ve involved them in several projects including a CPQ implementation, Lightning Migration & 3rd Party Software integrations. We’ve worked with several Salesforce partners and our experience with SkyVenn has been a refreshing change.”

"I've been working with the SkyVenn Team as our SI for 2+ years. I can't say enough about their quality of work, and attention to detail. Meticulous, professional, knowledgeable and have delivered top-notch results on a multitude of Salesforce, CPQ, and Pardot projects for us. Happy to recommend their work!"

"Moving into Salesforce was a bit of a new experience for our team - but - SkyVenn has been an integral partner in easing us into it. They are extremely talented - and we are excited about them helping us change our organization!"

"We have been working with SkyVenn since 2019. They have assisted us with Pardot and Salesforce assisting us with escalations that we were unable to resolve on our own. The SkyVenn team are a very knowledgeable resource for me and the team. We frequently use them to verify and provide solutions for our challenges and ensure we are getting the most out of our Salesforce and Pardot investment - thank you SkyVenn"

SkyVenn is Dedicated to Customer Success

Since 2010 SkyVenn has been delivering tailored Salesforce solutions to help meet each of our client’s unique requirements. We are led by former Salesforce employees and leverage years of experience and industry best practices to ensure a successful implementation. We are committed to seeing our customers wildly successful on the Salesforce platform.