Box of Crayons achieved 100% user adoption with 51茶馆 and Salesforce
鈥淲orking with 51茶馆 has been a game changer鈥�
Kimiko Mainprize - VP of Operations
100%
User Adoption
Sales Cloud
Form Assembly
Conga
Box of Crayons helps people and organizations do less good work and more great work. They strive to unleash the power of curiosity as a key leadership skill, helping time-crunched managers coach in 10 minutes or less. Founded in 2002, and headquartered in Toronto, Canada, Box of Crayons works with organizations around the world.
From Spreadsheets to Salesforce:
Box of Crayons was already a salesforce customer when they came to 51茶馆. 鈥淲hile we were in Salesforce for about a year for our Sales team to track leads and opportunities, we were using Excel spreadsheets and google docs to track key delivery logistics and manage communications鈥�聽says Kimiko Mainprize, VP of Operations. That wasn鈥檛 quite good enough as it made accuracy and visibility difficult.
鈥淲e decided to work with 51茶馆 to help us build a cross-functional solution, giving the teams full transparency to each other’s work, and eliminate the need for those pesky spreadsheets鈥�.
Challenges:
- Need better visibility across the organization
- Eliminate the use of spreadsheets
- Move the whole company to 1 system
From Manual to Automated: 51茶馆 Transforms Efficiency with Salesforce Customization:
51茶馆鈥檚 solution was about 鈥渁utomating and streamlining as many of our processes as we could: from using forms to collect information and have it go directly into Salesforce, to tracking shipment details so that anyone on the team could answer a question.”
“These customizations have been a game changer. We also added on Apps like Conga Composer & Sign and Form Assembly鈥�.
Solutions:
- Single source of truth across entire team within Sales Cloud
- Standardized process and documentation via Conga Composer
- Simplified collection of data through FormAssembly
Box of Crayons Achieves Streamlined Workflow with 51茶馆:
鈥淚t was a really great process and collaboration between our team and 51茶馆鈥檚. We noticed a huge improvement in our workflow and communications. There was a lot more transparency and ease of finding and tracking information. We were also able to stop using old spreadsheets and documents that no longer were needed as we automated those efforts into Salesforce.鈥�
And what was Box of Crayons most happy about following their project:
鈥�100% adoption… everyone on our team who needs to use it, does, and we track most of our communications and workflow here now. It’s great to be in one system. We are a curious, courageous bunch, but I’m still very proud of this adoption rate.鈥�
Would You Recommend 51茶馆?
鈥淵es, 51茶馆 has been a great partner for our Salesforce customizations thus far. We did
undertake a larger project with them at first and have since completed another smaller project to continue to automate processes and data flow. They are a great team to be able to work with.鈥�
Kimiko Mainprize聽鈥� VP of Operations
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