Sales Cloud® Enhancements and CPQ Implementation Enhance Case Study

Client - Marketo, Inc.

Industry - Marketing Software

About the Client

Marketo is the leader in digital marketing software and solutions. The company provides Marketing Automation software focused on account-based marketing including email, mobile, social, digital ads, web management and analytics Their mission is to help marketers master the art and science of digital marketing. Marketo is headquartered in San Mateo, California and was founded in 2006.

Looking to Scale Sales Effectiveness for Future Growth

Prior to working with Jade Global, Marketo was experiencing delays and hinderances to its sales process due to disconnected Salesforce.com and SPA (Single Page App) systems that were not integrated. Furthermore, the existing Salesforce system had undergone excessive customizations which were causing slow load times. Marketo was looking to increase the sales effectiveness and efficiency of its products. They needed a system that would increase user acceptance, increase sales, and sustain future growth.

 

Business Requirements

  • Enhancements to the current implementation of Sales Cloud® to meet future business needs
  • Create documentation
  • Integration with third party system for Order Provisioning Customization over standard AppExchange packages
  • Complex automation/calculations for forecasting purposes
Download Case Study

Business Challenges

Advanced Digital Imaging

98% of the organization was heavily customized and exceeded Salesforce Governance limits

Advanced Digital Imaging

Excessive customization led to slow load times within Salesforce

Advanced Digital Imaging

Limited scenario coverage from initial implementation

Thanks for your hard work and all the hours you put in throughout the course of this project! We are very fortunate to have you as our partners in this effort!

Chandana Suggala,Senior Project Manager, Marketo

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