Case Study: WorkSmart Systems achieves greater efficiency and Salesforce adoption with Galvin Technologies

WorkSmart Systems boosts Salesforce adoption to 100% with Galvin Technologies

Galvin Technologies helped WorkSmart Systems, a professional employer organization, overcome a low-adoption and inefficient Salesforce Sales Cloud implementation. The customer faced challenges with manual activity reporting, email tracking, and document generation processes, which hindered their teams' productivity and use of the new CRM platform.

The solution from Galvin Technologies involved activating Salesforce activity reporting, implementing Salesforce Inbox for email tracking, and automating document generation via Drawloop and DocuSign integrations. They also boosted adoption with a leaderboard and training. As a result, Galvin Technologies increased Salesforce adoption to 100%, saved sales reps 30 minutes daily, saved executives over 2 hours weekly on reporting, and saved over 30 minutes per opportunity on document generation.

WorkSmart Systems