SG360, a leading facilities services company serving the Midwest and Southwest, implemented Salesforce.com as their CRM system two years ago, but adoption had been limited. SG360 was looking to increase the ROI of their investment in Salesfforce.com by determining what built-in functionality they should be taking advantage of, and how to increase user adoption. Chameleon was hired to complete a rapid assessment of both their strategic and tactical use of Salesforce and prepare a recommendation for optimizing processes and improving salespeoples’ efficiency and effectiveness. SG360 selected Chameleon based on their deep strategic ands tactical CRM and Salesforce expertise.
Chameleon spent two weeks reviewing the technical implementation and meeting a selection of internal stakeholders, and then prepared a prioritized recommendation that addressed functionality, processes, data and training.
SG360 walked away with not only a recommendation, but a very prescriptive path for implementing Chameleon’s recommendations.