CUSTOMER STORY
Integrated forecasting in Salesforce Sales Cloud to take dead aim on individual forecasts all the way up sales executive level
Get In Touch With Us
Whether you need industry advice, a product demo or consultation on your next project, contact App Solve for all the resources you need to plan and grow your business.
California Office
200 Spectrum Center Drive
Suite 300
Irvine, CA 92618
Toronto Office
1050 King Street West
Toronto
M6K 0C7
"*" indicates required fields
Company Profile
CloudBees is the Enterprise Jenkins Company and continuous delivery (CD) leader. CloudBees provides solutions that enable IT organizations to respond rapidly to the software delivery needs of the business. Building on the strength of Jenkins CI, the world’s most popular open source continuous delivery hub and ecosystem, the CloudBees Continuous Delivery Platform provides a wide range of CD solutions for use on-premise and in the cloud that meet the unique security, scalability and manageability needs of enterprises.
The Challenge
CloudBees has been an excellent Salesforce.com customer for years, but was using external systems like Excel and Google spreadsheets to manage the forecasts of their global sales teams. As an extremely fast growing company, CloudBees wanted to streamline this process and bring forecasting onto the Salesforce.com platform.
The Solution
App Solve worked with CloudBees to understand their current process, and their end-state goals when it came to forecasting. App Solve actioned the plan and configured Collaborative Forecasting for CloudBees within Salesforce so that all global sales forecasting could be completed within the platform.
The Results
CloudBees sales reps can now rapidly and easily change their opportunities through forecast stages and manage their pipeline. Sales leadership can get an instantaneous snapshot of their direct reports, their team’s forecast and make quick manager judgments using forecast overrides. CloudBees is now poised to increase their growth as they’ve taken an entire process out of manual upkeep and tied it to their Salesforce.com platform to increase efficiency and productivity.
From the initial kick-off to final deliverables, the team at AppSolve was always responsive and wanted to ensure they were completing the project to meet our needs and expectations. It was a very smooth relationship and Id be happy to use them again when the need arises.
Christina Pappas
Marketing Funnel Manager
CloudBees
Products Utilized
Sales Cloud
As the core foundational CRM product within the Salesforce platform, Sales Cloud provides the baseline for the 30% revenue growth that the average App Solve customer achieves. Key areas like contact management, opportunity management, forecasting, reports and dashboards allow you to automate sales to supercharge growth.
Services Provided
Complex Sales Forecasting
Even if your company has a complex sales structure, we provide the right tools to predict future sales based on past sales data so you can make smart decisions regarding the growth of your business. Estimate how much revenue your business will generate over a period of time predicting short-term and long-term performance.
What Our Customers Are Saying
"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."
Dawn Jones, Director of Marketing | Kraun Electric Inc.
"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."
Simon Dealy, CEO | HIRE Technologies
"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."
Aaron Jones, CEO | Kraun Electric Inc.
"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"
Anthony Schermer, Senior Account Executive | Accounting Seed
"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."
Craig MacAdam, CFO | Lift North America
"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."
John Chiaramonte, Senior Business Development Executive | Enwave North America LP.
"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."
Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company
"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"
Sierra Hayes, Operations Manager | Dream Local Digital
"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."
Gregory Kennedy, Controller | Generis
"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."
Chris Haase, President | Environmental Products Group
"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."
Lee-Anne Golden, Managing Director | Urban Flats Toronto
"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"
Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions
"*" indicates required fields