Case Study: Citrix boosts SDR engagement and manager performance with Charma

A Charma Case Study

Preview of the Citrix Case Study

How Charma helped Lindsey Boggs win Citrix's Manager of the Year award

Citrix, a company that provides remote work technology, faced a challenge with a team of new, fully remote sales development representatives. With a manager rotation program making it difficult to build rapport, sales leader Lindsey Boggs needed a way to make her one-on-ones and team meetings extremely effective. She turned to the people management system Charma to help guide these key relationships.

Using Charma for one-on-ones, team meetings, and feedback, Lindsey created a system for collaborative agendas and accountability. As a direct result of implementing Charma, her team led in quota attainment. Lindsey was subsequently awarded Citrix's Pacesetter Manager of the Year and was nominated for Culture Leader of the Year, crediting Charma for transforming her leadership and her team's success.


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Citrix

Lindsey Boggs

Digital Sales Leader & Social Selling Pioneer


Charma

2 Case Studies