Case Study: Stream by AlphaSense streamlines expert-analyst matching with Softsquare’s Salesforce automation

Stream by Alphasense boosts expert-to-analyst matching with Softsquare in a 20-minute case study

Stream by Alphasense, a provider of expert call transcripts for investors, faced a complex and manual process for matching verified industry experts with their Partner Analysts. Using Salesforce but relying heavily on manual work, the process was slow and inefficient, with experts often dropping out and analysts struggling to coordinate interviews.

Softsquare implemented a custom Salesforce solution, building the Partner Analyst Portal (PA Portal) with a Universal Grab Bag feature for expert selection. They integrated platforms like FormAssembly, Google Calendar, ZipDX, and Bill.com to automate scheduling, payments, and communications. This solution dramatically improved the matching process, leading to a significant increase in scheduled calls and setting the stage for further digital transformation with Salesforce.

Stream by Alphasense