Case Study: Pivotree saves hours on CRM updates and boosts employee satisfaction with Validity's GridBuddy Connect

Pivotree Saves Hours Updating CRM Data, Boosts Employee Satisfaction with GridBuddy Connect, From Validity

Pivotree, a global commerce and master data management services firm, relied on Salesforce for forecasting and customer relationships but struggled because users couldn’t easily update or analyze CRM records. Stale, siloed data and growing volumes from acquisitions left teams wasting hours on manual updates and frustrated employees, so Pivotree selected Validity’s GridBuddy Connect to address these usability and data-management challenges.

Validity’s GridBuddy Connect gave Pivotree editable, spreadsheet-style views that surface records from multiple objects and list views at once, making updates and cross-system analysis far easier. The platform saves users hours every week updating data, streamlined monthly data-quality checks, improved forecast accuracy and team alignment between sales and service delivery, and boosted employee satisfaction by reducing tedious work.

Pivotree

Kurt Thompson

Sales Operations Manager