Case Study: Vertex improves Salesforce adoption and sales forecasting with Janek Performance Group

Vertex boosts sales process adoption with Janek after interviewing 35+ stakeholders

Vertex, a global tax compliance software provider, faced challenges with inconsistent sales processes and low Salesforce adoption, leading to inaccurate forecasting. To address this, they enlisted the sales consulting and training expertise of Janek Performance Group.

Janek implemented a solution that included in-depth analysis, the development of a new standardized sales process, and comprehensive training for leadership and the broader sales team. This was supported by a rollout using the Spekit platform within Salesforce. As a result, Vertex achieved significantly improved visibility into their sales pipeline, the ability to track key performance indicators, and the establishment of a data-driven culture that included a new monthly award program for sales reps.

Vertex