Case Study: Pivotree Saves Hours Updating CRM Data with GridBuddy Connect from Validity

Pivotree saves hours every week updating CRM data with Validity

Pivotree, a global commerce and information management services firm, faced challenges with its Salesforce CRM data being difficult and time-consuming to update. This led to poor data quality, frustrated employees, and inefficient forecasting. To solve this, they turned to the vendor Validity and implemented their GridBuddy Connect data productivity platform.

Validity's GridBuddy Connect provided an editable, spreadsheet-style view of CRM data, which saved users hours per week on updates and improved data quality. The solution boosted employee satisfaction, enabled more accurate sales forecasts, and improved alignment between sales and service delivery teams. Pivotree also gained better visibility into pipeline data and more effective coaching capabilities for sales leadership.

Pivotree