Major Magazine Publisher Defies Print Media Trends

Following the D(3P) program, V2 sprinted into a multi-phase Salesforce program aimed at providing consistent and cumulative value to sales and marketing team members. The initial phase focused on ensuring a dramatically improved end user experience by migrating to the Salesforce Lightning interface, restructuring and cleaning key Account data, and deploying a solution for efficient capture of meeting notes. In addition, the first phase also included a high-impact launch of Einstein Analytics to enhance reporting around marketing and sales data, allowing the C-suite, managers, and sellers to interact with easy-to-use dynamic dashboards.

The next phase of the program shifted to optimize Opportunity pipeline management and revenue reporting. Opportunity data could then be passed automatically into Einstein Analytics, where near-real-time reporting on key business information was available, including complex calculation of sales rep commissions, cross-team visibility into marketing metrics, and highly dynamic forecasting data to be leveraged by the company’s C-suite as the source-of-truth for tracking progress towards financial goals.

Once Opportunity management, forecasting, and revenue modeling had been addressed, V2 worked with the client’s team to migrate from Marketo to Pardot, taking advantage of the latter’s seamless integration with Salesforce. Salesforce Engage was also deployed to improve seller productivity and provide proactive notifications around key client interaction events.

From a broader Cloud architecture standpoint, V2 helped deprecate some unnecessary IT solutions to simplify the Cloud architecture and worked with the magazine’s OMS solution vendor to improve the connection between order management and Sales Cloud. Actualized delivery data was now available to report on through Einstein Analytics.