Case Study: a North America based commercial software company improves sales insights with Sphere Partners and TruSales integration

North America Based Commercial Software Company streamlines sales insights with Sphere Partners

Sphere Partners was engaged by a North America based commercial software company that lacked a process to track and understand why leads were lost during their sales process. The client wanted deeper insights into their sales data, such as win rates and lost deal revenue, and sought to use the TruSales business intelligence tool. However, their crucial sales data resided in Salesforce Sales CRM, and the two platforms were not integrated.

Sphere Partners built an integration between Salesforce and TruSales to seamlessly and selectively sync data. This solution eliminated manual data transfers, provided quicker access to business insights via automated dashboards, and equipped both sales and marketing teams with a single source of truth. The integration removed friction and human error, enabling the client to adapt their sales and marketing strategies based on valuable insights into lost opportunities.