Aite Group Case Study

C A S E S T U DY
Aite Group safeguards details in Salesforce,
adds ActionGrid to manage research campaigns
Use case challenge – Offer an Excel-like experience in Salesforce to remove
the need for using external spreadsheets for contact and campaign management
BEFORE ACTIONGRID
BENEFITS OF ACTIONGRID
• Aite Group analysts had used Salesforce for more than seven
years to store contact details and interaction notes, but
had always relied on spreadsheets to gain a holistic view of
participant information, manage successive research campaigns
and draw conclusions from cumulative relationship data.
• Using native Salesforce tools, analysts ran queries and pulled
reports any time they needed to view a set of contacts that met
certain criteria.
• Viewing details associated with a certain contact record required
analysts to click through several pages. They were not able to
compare details across multiple records side-by-side.
•
Synthesis – ActionGrid’s spreadsheet format places all
relevant information on a single page, making it much easier
for analysts to digest a large amount of information at once.
Compared with having to retain information, draw conclusions,
and take action based on information housed several clicks
deep in multiple records, analysts who use a grid can be more
efficient with the same data.
•
Collaboration – Consolidating data and eliminating individuals’
need to maintain tools outside Salesforce has unified
campaign information, permitting more work to be done
across the company.
SOLUTIONS
•
Purchase confidence – Unsurprisingly, Aite Group undertook
extensive research to find an interface that would meet the
company’s goals for a reasonable investment. ActionGrid
proved to be a best-in-class solution that complemented many
of the team’s existing tools.
•
Room to grow. – In ActionGrid’s robust support, Aite Group
has also found long-term partnership and a user experience
that can evolve alongside company needs. Agile development
teams are responsive to feedback, address UI issues quickly
and effectively, and roll out updates routinely to give Aite
Group’s users the best experience at all times.
As part of a technology upgrade, Aite Group implemented
ActionGrid company-wide in hopes of eliminating extraneous data
manipulation occurring in spreadsheets outside of Salesforce. Within
just a few months, all analysts use ActionGrid’s Sorting and Smart
Filters to quickly retrieve contacts based on custom search criteria.
Aite Group analysts can now see multiple layers of Salesforce data
in a single page view and manipulate fields on the fly using in-line
editing. They easily set up custom columns—such as first and last
name, title, organization, date of last interaction, etc.—and are able
to instantly search and filter on every column with an embedded
precision search function.
Once a research campaign is ready to deploy, ActionGrid enables
analysts to efficiently engage each series of research participants
using the grid interface to organize pertinent details, rather than
relying on the more clumsy workflow found in Salesforce’s native
campaign tools.
Aite Group is an
independent research and
advisory firm that helps
key players in the financial
services industry remain
at the forefront of business
technology, regulatory issues
and other pertinent trends.
Using qualitative interviews
and carefully crafted surveys,
analysts compile data and
make recommendations that
reflect the perspectives and
opinions of their network of
discerning industry executives.
“We tested many tools that claimed to offer an Excel-like
experience; ActionGrid is the most complete, elegant,
user-friendly and responsive. Very well thought out.”
– Gwenn Bézard, Aite Group
Buck the Salesforce Status Quo
Excel-like experience for List View, Related Lists & Reports
WHAT IS ACTIONGRID?
ActionGrid is a powerful UI that allows you to turn Salesforce List
Views, Related Lists & Reports into an easier-to-see, easier-tomanipulate spreadsheet grid.
WHAT CAN I DO WITH ACTIONGRID?
Because it’s just like Excel, there’s practically no learning curve to:
• Add/Edit Salesforce records in place, without leaving the grid
• Work with Related Lists in an editable Outlook-style Reading Pane
• Group, Sub-Total, Filter and use an advanced Field Chooser
• Conditional color Text, Cells and Rows to bring attention to key data
• Checkbox style Filtering makes segmenting data a snap
• Mass Update or edit in-line from the grid, even Find/Replace!
• Batch Add Tasks, Chatter®, Campaign Members, or any object
4 PILLARS OF ACTIONGRID
• Drill up/down through data relationships
• Integrate seamlessly with Conga, Pardot, Geopointe, MapAnything
and more
WHAT IF I NEED HELP?
ActionGrid offers robust and agile support. In addition to online
resources such as webinars and tutorials, high-level developer
resources are enlisted to ensure successful implementation, and firstline service professionals are always standing by, eager to listen and
capably providing insightful answers.
VISUALIZE
SEGMENT
NAVIGATE
ACT
See and edit
everything from
a single grid.
Filter, Sorty, Group,
Color to get to the
right data quickly
without Salesforce
Reports.
Reduce frustration
and increase
productivity by
reducing the screen
pop-ups and not
going down the
Salesforce rabbit hole
so often to hunt for
your data.
Once you visualize
and segment, you
need to do something
such as Batch Add
tasks or Chatter, Mass
Update, or Mass
Email.
HOW DO I GET STARTED?
Watch a 1-minute videos of specific
functionality at GetActionGrid.com or
install a free fully functional 15-day trial
from the Salesforce AppExchange.
Contact us to get a customized demo:
ACTIONGRID SALES • [email protected] • (720) 536-8875
GetActionGrid.com