Case Study: Apptio Targetprocess achieves 50% more sales conversations with OnceHub ScheduleOnce

Targetprocess Using ScheduleOnce with Salesforce integration to streamline the lead-to-sales funnel

Apptio Targetprocess, a software company specializing in Agile project management tools, faced a challenge in streamlining its lead-to-sales process after expanding its global team. They needed a scheduling solution that could present regional availability, automate web conferences, and sync perfectly with Salesforce without requiring multiple data entries. They turned to the vendor OnceHub and its ScheduleOnce product to find a comprehensive solution to automate their lead generation.

OnceHub implemented ScheduleOnce to integrate directly with the company's web forms and Salesforce CRM. This allowed high-value leads to self-schedule discovery calls and enabled seamless handoffs between sales development representatives and account executives. The solution was key to automating their processes, resulting in a 50% increase in customer engagements for their sales team and creating cross-organizational alignment.

Apptio Targetprocess

Ivan Prikhach

Head of Business Intelligence and Systems