How Salesforce Transformed Its Executive Meetings with an App Built by Hikko

Salesforce is an American cloud-based software company headquartered in San Francisco, California.

It unites marketing, sales, commerce, service, and IT teams from anywhere with one integrated CRM platform that powers its entire suite of connected apps.

Salesforce was struggling to bring together the teams needed to effectively engage with client and prospect executives.

Collaborating with cross-functional stakeholders was increasingly challenging, especially when coordinating meeting logistics and understanding key customer concerns and goals. There was a clear need to improve the outcomes of these key meetings.

That is why Salesforce reached out to Hikko with one premise: how can we make sure everyone involved in a meeting is informed, prepared, and engaged?

Using a product development strategy, our team of specialists built the Executive Briefing app in only 12 weeks, turning these critical meetings into polished, collaborative experiences for every attendee.

We extended Salesforce's CRM functionality by linking each meeting to an Opportunity, and integrated the app with Google Calendar and Quip to present information and interact with Salesforce data in a simple, engaging way.

We eliminated logistical headaches for Salesforce's more than 2,000 briefings, ensured everyone gets to the right meeting on time, improved in-app metrics, and helped staff prioritize and allocate resources.

Salesforce needed a way to make sure everyone involved in a key meeting was informed, prepared, and engaged.

Working alongside Salesforce's cross-functional team, Hikko delivered an application that coordinates meeting logistics, captures and communicates client concerns, and aligns them with Salesforce's objectives for each interaction. The result: a 90% increase in meeting CSAT, 20% more engagement, and 15% greater staff efficiency.