Case Study: Bisam improves sales process and KPI reporting with Asklogix Salesforce solutions

Bisam - Customer Case Study

Asklogix was engaged by Bisam, a FactSet company and a key player in the performance attribution software market, to help drive sales business process improvement. The challenge involved enhancing their existing Salesforce solution to ensure better data collection and adherence to correct sales protocols.

To address this, Asklogix implemented and configured key Salesforce features, including validation rules and approval processes. This ensured the sales team followed the established procedures. Furthermore, Asklogix deployed KPI tracking and reporting to measure both leading and lagging indicators, which allowed the client to identify process improvements and track the success of their sales operations.

Bisam