Case Study: Harvard Business Publishing achieves personalized client relationships and faster time-to-impact with Salesforce

Harvard Business Publishing personalizes client relationships with Salesforce

Harvard Business Publishing, a non‑profit subsidiary of Harvard University that builds leadership development solutions for Global 2000 companies, moved beyond a traditional product‑sales model when it found teams working in silos with client data scattered across spreadsheets. The company needed a cultural shift to become a client‑focused partner that could diagnose business challenges and deliver customized learning solutions — requiring fast, transparent access to shared client information and collaborative processes.

By rolling out Salesforce as its centralized CRM, Harvard Business Publishing integrated client data, knowledge and engagement workflows so globally distributed teams could work consistently and collaboratively. The change accelerated information sharing, strengthened client trust and brand representation, and enabled the company to innovate faster and deliver more impactful, tailored leadership solutions with quicker time to impact.

Harvard Business Publishing

Ian Fanton

VP Global Sales