Success Story: Productboard

December 26, 2018
June 6, 2019
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productboard.com is a platform for strategic product design and management based in San Francisco, USA. Forbes named productboard a Rising Star on the Forbes 2018 Cloud100. The solution serves approximately 1200 corporate customers!

The best companies in the world deserve only the best systems. It is precisely for this reason that productboard decided to use Salesforce for the automation and management of its business and marketing activities.

The goal was to automate business processes, develop a sales opportunity scoring system, and automate marketing. Implementing Salesforce was one of the fundamental building blocks of the company’s new business and marketing strategy.

The Dashboard for Pipeline Opportunities

Key functionality:

  • Automatically flagging new opportunities when the trial version is activated
  • Scoring opportunities on the basis of client behavior (e.g. the functionalities being used)
  • Enhancing client data with financial data from external databases, profiles on social networks, the web, etc.
  • Automatic payment processing for card payments and invoices
  • Automated marketing processes when clients subscribe to newsletters and set up the trial version
  • Two-way integration between Salesforce, the company’s product and other systems

Basic implementation parameters:

  • The use of Sales Cloud and Pardot
  • The use of AppExchange (the Salesforce marketplace) to integrate and extend the system’s functionality
  • Integration of the enrichment service Clearbit
  • Automatically flagging new opportunities when the trial version is activated
  • The automatic payment processing for card payments and invoices via Stripe
  • Last but not least the complete deployment to production in under 3 months

Hubert Palan, Founder and CEO of Productboard
“The decision to build the solution on the Salesforce platform was absolutely clear. And the decision to choose Enehano Solutions as the supplier has also proven to be a good one. I was confident that they would deliver the solution to the standard and within the timeframe that we had agreed on.” Hubert Palan: productboard Founder & CEO

ROI of operations automation at productboard

What is actually pity that we cannot tell exact numbers, but at the left side you can see the graph of the productboard revenue growth after their implemented Sales cloud and Pardot. How it happened? It is not that they were receiving more leads but they they could finally serve more customers, moreover thanks to automation of a lot of manual process as well to focus on the qualified leads.

Are you a startup company thinking about using Salesforce? Shoot Zuzana an email!

Published by Danielle Nelson: Marketing Strategy and Content Creator at Enehano Solutions.

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