The Challenge

Before GoodData, HA Advantage was going through the tedious process of exporting data from Salesforce CRM and manipulating it in Excel. The manual task was not only time-consuming, but also subject to oversights and mistakes. In the end, HA Advantage was still at a loss for the right metrics since not all data can be exported from Salesforce CRM.

The Solution

From concept to full user adoption, HA Advantage implemented on-demand reports and dashboards in just a few weeks. GoodData gives HA Advantage’s leadership visibility into the historical sales pipeline quickly and accurately. HA Advantage fell in love with GoodData because:

• Sales, marketing and operations KPIs were all in one place, resulting in a 61% reduction in time spent on regular reporting.
• Sales opportunities followed at both aggregate and detail levels over time, resulting in a 27% increase in number of deals closed.
• Increased efficiency through easy collaboration meant dramatically better visibility into the sales process and pipeline performance.

Sales analytics was just the first step for HA Advantage as they transitioned to using GoodData dashboards for sales, marketing and operations.

Why GoodData Drives HA Advantage Business

Improved Visibility

Everyone at HA Advantage sees the same indicators at the same time.

Actionable Information at the Right Fingertips

GoodData dashboards help HA Advantage employees discover trends and leverage the information in daily business decision making. Analyzing past opportunities enables them to accurately forecast the future pipeline, strategize to improve sales reps' success rates and monitor results.

Salesforce CRM Information Brought to Life

GoodData allows management to understand the metrics behind the pipeline better.