Venbrook's Salesforce org originally wasn't designed to track, report, and maximize visibility between all of Venbrook’s businesses. Because of that, there were major user adoption issues. But the biggest challenge for Venbrook was servicing their customer base throughout all of the acquisitions and the changes that ensued. To keep customers happy, the integration of various new businesses and all of their customer data had to be seamless.

"Salesforce just doesn't work for us anymore." That's what MessageGears was saying in 2021 when they had grown from 10 to 60 people. Over time they had developed more sophisticated processes for revenue operations, but nothing was documented, and unfortunately, no one on the team had the skills to build Salesforce to align to these processes. The disorganization that ensued in their Salesforce Org made it difficult to report on any data. It was time to bring in a partner to help.

With Cloud Pathfinder's guidance and support, Acuity Brands now has a more robust marketing system with better analytics, lead management, and collaboration between tools & teams.

Cloud Pathfinder helped Sentient Energy clean up their tech stack and align Salesforce to their go-to-market operations. Now, they run coordinated sales and marketing efforts to drive leads through a funnel with minimal manual labor, freeing up their Sales team to focus on what's most important - customers.

Managing Sales and Marketing teams is difficult, but for Autify, it was even more challenging. Two business units are located in different countries, and each team used different tools and processes to track and manage customers from lead to close. This made it difficult to get a wholistic view of the business's health. And, it was hard to scale. Cloud Pathfinder helped Autify get both teams on a single platform and get a clearer picture of Sales and Marketing efforts, making it easier to manage - and grow - the company's subscription model.