Case Study: Symplified achieves faster Salesforce data entry and stronger sales effectiveness with Point N Time Software's Meeting Mapper

Symplified - Customer Case Study

Symplified, a Boulder-based leader in Identity-as-a-Service, faced inefficient sales processes: its field and inside reps used enterprise Salesforce.com but still took paper notes during meetings and later entered sparse information into SFDC, delaying updates and weakening pipeline visibility. After evaluating options in 2012, Symplified selected Meeting Mapper from Point N Time Software to standardize meeting capture and improve data quality.

Point N Time Software’s Meeting Mapper — a mobile/cloud app that defines decision makers by role and stance and imports roles, stance, notes and activities into Salesforce.com when connected — was implemented for pre-call planning, in-meeting collaboration (including Chatter) and post-meeting action assignment. The result: strong adoption, customizable and scalable deployment, dramatic time savings on raw data entry, real-time one-page meeting capture, tighter clarity on roles and responsibilities, improved executive mapping into deals, and a significant reduction in SFDC administrative work.

Symplified

Brian D Dohney

Senior Vice President of Worldwide Field Operations