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

Financial Services
North America
1,001 - 5,000

Learn how SkyVenn helped a financial services company streamline their Opportunity process to search, add, edit and delete multiple product line items from a single screen across their global sales team of 600+ reps.

  • 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
  • Product Features 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

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.

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