Case Study

BOOSTING SALES WITH CRM USER ADOPTION

Working with Pamoja to optimise workflow, improve reporting, and increase sales team usage of the recently implemented Salesforce CRM system – to free up time to sell!

Pamoja are a group of progressive digital learning experts leading educational innovation, with a mission to broaden access to high quality education on a global scale.

They offer International Baccalaureate (IB)-approved course content to schools, which is either taught by Pamoja teachers online or by the school’s teachers in the classroom. The courses are accessed by 4,000 students in 750 schools across 110 countries, and cover 21 IB Diploma Programme subjects.

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THE PROBLEM

Pamoja migrated to Salesforce in November 2015. After a bedding-in period, they realized they were not reaping the expected benefits from their Customer Relationship Management (CRM) system. User adoption was low, so the goal was to increase system usage, particularly among the Sales team. To achieve this, there was a need to design and develop an optimized workflow and improved reporting. The system needed to be easy to use, reduce administrative tasks, and free up the Sales team to spend more time selling!

Right from our initial consultation, Ribbonfish understood our business needs. Not only were they able to offer advice on Salesforce but also on our business processes. The project was completed efficiently and on time. I would highly recommend working with them.

– Amy Wright, Admissions Operations Officer

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