Case Study: Adobe achieves unified account planning and faster sales insights with Validity (GridBuddy)

Creative software pioneer uses GridBuddy to gain important sales insights and streamline account planning strategies

Adobe, the creative software pioneer, faced fragmented account-planning data scattered across in-house systems, Excel, PowerPoint and SharePoint, which made value-based selling and coordinated resource deployment difficult. To address this, Adobe engaged Validity and adopted GridBuddy to consolidate account information into Salesforce and enable multi-record editing and mobile access for sales teams.

Validity implemented GridBuddy to standardize account planning inside Salesforce without code or heavy IT support, providing editable, spreadsheet-like grids that auto-populate account and opportunity details and eliminate data silos. The result: on-demand, real-time access to accurate account insights across reps, managers and executives, faster and more consistent account planning, removal of redundant systems, and a dramatic reduction in manual effort (previously more than 30 page loads and over 50 actions to update records), helping Adobe close bigger deals faster.

Adobe

Marc Madenwald

Director Sales Process & Productivity