RESEARCH FINDINGS

What I've Found…

Salesforce customers, especially in the SMB space struggle to create custom dashboards with contextual data to help improve productivity for sales, service, marketers and other key user profiles.

Salesforce customers, especially in the SMB space struggle to create custom dashboards with contextual data to help improve productivity for sales, service, marketers and other key user profiles.

01

01

Quickly get up to speed on the account and situation.

02

02

Connect data from multiple sources and systems.

03

03

Have clarity and confidence about how to move the deal forward.

04

04

Align | Collaborate | Gather information across account team.

05

05

Get additional information in the moment as needed e.g. during ongoing customer meeting.

Words From People

Users’
Voice

“I am constantly swivel-chairing around trying to find the data I need to answer the customer’s question.”

“I am constantly swivel-chairing around trying to find the data I need to answer the customer’s question.”

— Sales Account Director, Google

“A lot of the time we’ll look at external signals as well as internal Signals in strategizing about a customer deal.”

“A lot of the time we’ll look at external signals as well as internal Signals in strategizing about a customer deal.”

— Service Account Director, Apple

“Most of the time our conversations and note taking happen outside of Salesforce.”

“Most of the time our conversations and note taking happen outside of Salesforce.”

— Sales Account Director, Coca-Cola

FINDINGS

FINDINGS

FINDINGS

SURVEYS

SURVEYS

SURVEYS