Case Study / SheerID & BoostUp
SheerID's Sales Operations Analyst Travis Termin talks about the challenges they had before using BoostUp's RevBI, and how RevBI changed their revenue teams' way of running revenue operations.
increase in WoW forecast participation
better pipeline hygiene
increase in sales productivity
“The thought of building something comparable to BoostUp's RevBI on our own is daunting, as it would require months of dedicated work, and even then, we might not cover all the necessary components.”
"Where Salesforce as a CRM falls down, what BoostUp helps us out is the snapshotting of data. We are able to actually see how things have changed over time. Did the deal get bigger? Did it get smaller? Did it push? All of those sorts of things."
“RevBI has been built to empower users to serve themselves, and as the platform continues to evolve, we collaborate with the engineering team to suggest additional features and functionalities.”
Travis Termin and their team at SheerID discovered the transformative power of BoostUp's RevBI, a comprehensive revenue business intelligence solution. Over the course of a year, BoostUp revolutionized their processes, addressing pain points, and empowering their sales operations.
SheerID initially faced challenges in managing data across various tools, including CRM data, spreadsheets, and Google Sheets. Reporting was time-consuming, and Salesforce dashboards had limitations in displaying critical data effectively. Syncing issues and inaccurate call and email data further complicated their sales processes. Moreover, the inability to create customized dashboards for sales managers hindered their ability to track team performance accurately.
However, with the introduction of BoostUp’s RevBI, SheerID experienced a significant shift. BoostUp's robust forecasting capabilities stood out, providing a reliable and efficient platform. Previously, their team had resorted to building forecasting models in Google Sheets, which lacked accuracy and efficiency. BoostUp's real-time insights, accurate projections, and reliable data empowered the team to make informed decisions and maximize sales effectiveness.
One of the most significant advantages of BoostUp was its ability to consolidate data from multiple sources into a unified platform. BoostUp eliminated the need for manual data consolidation and ensured uniformity in data extraction and display. SheerID gained the ability to create customized dashboards and reports tailored to their specific needs, providing sales managers and the Chief Revenue Officer (CRO) with accurate information in real time.
BoostUp's pre-built features, particularly in revenue intelligence, astounded Travis and the SheerID team. The platform already possessed the functionality they needed, eliminating the need to teach their existing BI solution how to display essential information. Moreover, with RevBI, BoostUp's advanced insights platform, each calculation represented a day's worth of programming. This extensive capability solidified BoostUp as the go-to resource for revenue intelligence, guiding informed decision-making processes.
With BoostUp as the central hub for sales operations, SheerID underwent a remarkable transformation. Travis and their team confidently coached sales managers to rely on BoostUp as the primary source of accurate information. The platform offered comprehensive visibility into activity, pipeline creation, and success metrics.
In conclusion, by addressing data management challenges, streamlining forecasting, and unlocking revenue intelligence, BoostUp empowered the SheerID team to make data-driven decisions and drive success. With a unified platform, real-time insights, and customized dashboards, BoostUp became their reliable one-stop shop.