What problems is Savant Labs solving and how is that benefiting you?
We use Savant to automate key analyses that keep our sales team running efficiently. This includes projects that cross several different data layers, small routine analyses, and larger automation projects.
Multiple data layers: We use Savant to read information from our core product tables (like our Users table), match that data to our CRM data, and provide visibility to our sales team in the places they spend their day. For example, we match user data to contacts in Salesforce and track the user invited/accepted status into instances of our product offering. We also roll that into an aggregate to track at the instance (all users in an instance) and account level (all instances at an account).
Small routine analyses: We help our sales team prioritize account outreach by tracking key buying signals in good fit accounts that have no recent activities or open opportunities. This can then be sent as an aggregated report for all accounts to the executive level, per territory for account executives, and at an individual account level as a slack alert for business development representatives.
Large automation projects: Like many sales teams, we were running our forecast out of spreadsheets when I first joined. Spreadsheets have advantages like ease of use, but they are constantly out-of-date. They need manual updates and changes to the spreadsheet do not sync back into the CRM. With Savant, we fully automated a bi-directional forecasting spreadsheet that updates the spreadsheet with changes made in the CRM and writes back any updates made in the spreadsheet. We even built a simple framework to resolve merge conflicts when edits were made both in the CRM and spreadsheet at the same time. Review collected by and hosted on G2.com.