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