Dunthorpe Marketing

BACKGROUND

Please describe your company and your position there.

I am the sales operations director at Verizon Location Technologies

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Dunthorpe Marketing?

We were building a sales team from the ground up and we hired Dunthorpe to clear out a legacy salesforce instance we inherited from acquisition and to set it up for a new product and sales team

SOLUTION

How did you select this vendor and what were the deciding factors?

We received positive feedback from another Verizon business that had utilized them,

Describe the project in detail and walk through the stages of the project.

• audit and survey existing Salesforce instance
• get rid of records, objects, and workflows that we didn't need
• set up a basic record type based on sales flow
• set up a live connection to HubSpot and sync data
• Set up custom triggers
• set up custom objects for stage gate reporting

How many resources from the vendor's team worked with you, and what were their positions?

3 total, 2 account managers, and 1 technical resource

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

All goals that we set were accomplished. We now have a functioning salesforce with custom capabilities that are not out of the box. Most notable was the HubSpot migration with allowed us to integrate a new acquisition into our sales process

How effective was the workflow between your team and theirs?

Good. We had a recurring weekly meeting where we discussed progress and needs

What did you find most impressive or unique about this company?

They provided a great level of support at a good price

Are there any areas for improvement or something they could have done differently?

We should have set up slack communications earlier in the relationship