What was the scope of their involvement?
We delayed the project a month because we were evaluating two data companies to move the high schools and districts data onto Salesforce. Once we decided on a data partner, we sent Cube84 the district and individual schools data. Each district/school has their own account record in Salesforce, with the district as the parent account and the individual schools as the child account, attached to their respective district. We also purchased contact records for each superintendent in every district, which they uploaded and attached to the district accounts. Cube84 then began building out our internal sales processes, and how we create opportunities, exactly the way we wanted them to look.
We used AdobeSign for electronic contract submission. I worked with some of the Cube84 developers to build out our order form and proposal templates. We integrated AdobeSign into Salesforce and tested with them to make sure that the order form worked correctly and looked the way we wanted.
They helped us build out our marketing workflows and processes and helped integrate with MailChimp. Then our CEO brought them an additional requirement for building and implementing an invoicing solution. If there were things that couldn’t be done how we wanted it exactly, they explained why and showed us what to do until we could add more functionality to our Salesforce instance.
Before we started with the work, they sent us a Google Drive document where we could fill out the project specifications, including sales, marketing, and professional services. They were very helpful in setting up dashboards for our sales and marketing. We can track all tasks and activities, sales pipeline, and all things marketing related.
What is the team composition?
It was easy for me to work with their team because I was very familiar with Salesforce.
How did you come to work with Cube84?
At my last company, two of my mentors told me we should reach out to Cube84 if we were planning to use Salesforce. They work with larger companies but are also affordable for startups that don’t have a large budget to implement everything they want. My CEO and I sat down with their Salesforce consultant and explained our needs and requirements. My CEO added everything he needed, and I worked with Cube84 on the sales and marketing side.
What is the status of this engagement?
They uploaded all the data, which contained over 30,000 records, in a day. Building everything else took a few months. I’m not working with them anymore because my side of the project is complete. We will continue to work with them because they are so responsive and did such a good job.
I first contacted them in May 2017, and we started working with them in June 2017. They uploaded the data in August and the work was completed by November.