The Challenge

Before GoodData, TriNet was losing two days every month gathering, organizing and analyzing their sales data and sharing it only once per month. TriNet needed a solution that put the metrics front-and-center, allowing their field reps to have real-time visibility into the sales pipeline.

The Solution

GoodData provides on-demand reporting and analysis for Salesforce CRM marketing, sales and service data, enabling TriNet to trend its sales pipeline over time, analyze customer data across modules and visualize results with customized reports and dashboards.

• Real-time dashboards track KPIs for each sales regions, resulting in a 62% increase in average deal size for first quarter of 2010 over third quarter of 2009 results.
• Role-based views for sales ops, regional GMSs and executives means twice as many high-potential deals.
• Direct access from Salesforce CRM with single user sign-on resulted in a 50% reduction in the number of low-caliber deals.

Based on the success of sales analytics, TriNet is now deploying the GoodData for Salesforce marketing analytics application to report on leads and campaigns, optimize programs, and spend and drive alignment between sales and marketing.

Why TriNet Rolls with GoodData

Incremental Roll-Out

GoodData enabled TriNet to roll things out gradually. With clear insights into their data, management and reps alike saw the power of the new intelligence and began clamoring for more. Numbers changed radically in the right direction.

The Right Information at the Right Time

GoodData’s customer dashboards show Sales Operations the entire pipeline, executives see the roll-up views they need, regions see their pipeline only. Quarterly executive board reviews are now conducted in GoodData.

Slice and Dice Data with No Training Required

Because sales reps enjoyed the comforting familiarity of Salesforce.com, their “learning curve” was essentially flat—no training was required. Reps could learn in hours, not days.