CUSTOMER STORY

App Solve built an entirely new Lead Management system to automatically assign leads to the appropriate sales reps based on territory and size of company

Company Profile

Edenred Commuter Benefit Solutions is the nation’s leading provider of commuter benefits, serving approximately 10% of Fortune 500 companies, 20% of Fortune 100 companies and 53 of the nation’s premiere benefit administrators. They have been making commuter benefits a staple in employee benefit packages nationwide since 1985 and currently manage commuter programs for some of the largest transit authorities in the country: Boston, Chicago and Philadelphia.

The Challenge

The customer upgraded to Salesforce.com Enterprise Edition 6 months prior to the App Solve project but was unable to leverage the system to capitalize on the new functionality because of a lack of time, resources and in-house expertise.

The Solution

In order to create efficiencies in the business App Solve built an entirely new Lead Management system to automatically assign leads to the appropriate sales reps based on territory and size of company. App Solve also built out new page layouts and record types so that the customer could fully differentiate 2 unique sales processes that would be relevant to each separate sales team. With a re-engineered lead assignment process, a more streamlined sales process for their primary sales team, App Solve also provided unique advice and consultation on how the sales team could be even more productive by sharing Salesforce.com, in-house best practices on using opportunity pages, views and sales processes. App Solve also built workflows to further streamline the customer’s business as well as built relevant reports and dashboards so that the SVP of Sales and Marketing and COO could get a precise, real-time snap shot of the business.

The Results

With the added efficiency and productivity to their sales and marketing teams, Edenred Commuter Benefit Solutions is now ready to capitalize on a major market opportunity this coming year.

App Solve was able to help us in a very short period and at a competitive price complete our upgrade to Salesforce Enterprise which we had been struggling with for over 6 months. The team at App Solve laid out a detailed plan and was very proactive in learning to understand our needs. The implementation process was seamless and exceeded our expectations. I would recommend their support and services for any company implementing Salesforce that wants to make sure that the system is set up correctly from the beginning to maximize your usage and results.

Randy Johnson

Vice President of Sales & Service

Edenred USA

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

HubSpot Integration

Through efficient bi-directional sync, modifications to one system are automatically synced to the other so you’ll maintain consistency between your sales and marketing teams. Submit sales details from closed-earned opportunities directly to HubSpot.

Silverpop Integration

Eliminate the silos between sales and marketing departments and provide both teams with visibility into each other’s activities. Synchronize your Salesforce.com lead and contact data with your Silverpop database, monitor comprehensive mailing and internet browsing experiences from Salesforce.

Name*

Toronto Office – Head Office
146 Thirtieth Street
1st Floor
Toronto, ON M8W 3C4

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