GoodData tapped into hidden value in Foundation Source’s Salesforce.com data, enabling them to dramatically improve marketing performance.
As a seasonal business, Foundation Source needed a reporting solution with an easy customization process, allowing them to choose which Key Performance Indicators (KPIs) to track during selected time frames. Foundation Source needed to share their KPI metrics with the right people in the least complicated way possible.
After working with GoodData to gain insight into their Salesforce.com data, Foundation Source's dashboards are more compelling, flexible and easy-to-use, which means:
GoodData reports revealed a 60/40 split in the Foundation Source customer base, enabling staff to select target market segments and invest resources to better meet clients’ needs.
When Product Manager Jamie Buck tapped GoodData to discover new quarterly trends, senior leadership used the information to improve the timing of marketing campaigns, maximizing return on investment for marketing dollars spent on seasonal business.
A factored pipeline lets management at Foundation Source track, trend and monitor revenue over time, estimating probability for closed deals in due diligence and other stages, and comparing progress against their goals in real time.
Foundation Source is the nation's leading provider of support services for private foundations. The company's back-office, online and support services allow foundations to focus on their missions, strategies and family priorities while spending less time on administration and compliance tasks.
The ability to trend sales over time gave us unparalleled insights into our seasonal business and enabled us to allocate our marketing dollars more effectively.