For seven years, MessageGears trudged their way through using Salesforce classic, stacking Sales, Marketing, and other Revenue Operations tech on top without a clear plan or understanding of how to make it all work. The new Revenue Operations Manager, Erica, said that using these tools was "very overwhelming" for new people. Because of this, MessageGears was a perfect candidate for our Forward Business Process Advisory Workshop. We start by reviewing business processes, the current Salesforce org and attached tools, and getting clear on the business's future state goals and initiatives. Then, we map the business objectives to Salesforce feattures and functionality, and provide a deployment plan, cost-benefit analysis, and a solution roadmap that includes process simplification and opportunities for automation.

After going through the workshop, the team at MessageGears felt relieved and hired Cloud Pathfinder's team to migrate their org from Salesforce Classic to Lightning. We ensured the best practices for sales processes were implemented in one clear approach to using Salesforce, and cleaned up the customizations to eliminate confusion for new people coming into the org. Finally, we mapped third party tools to ensure information was flowing accurately and the team could create better reports.

MessageGears plans to double their size in the next year and now, thanks to Cloud Pathfinder, they have the systems in place to do it as painlessly as possible.

Business Objectives:

• Create consistency and standards for sales processes in Salesforce.
• Reduce confusion and streamline tech stack.
• Improve reporting for better business intelligence.