The challenge

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 their entire suite of connected apps.

Salesforce noticed that it was increasingly challenging to collaborate with cross-functional stakeholders, specially in the coordination of meeting logistics, and understanding key customer concerns and goals. That is why they reached out to Hikko with the following premise: how can we make sure everyone involved in a meeting is informed, prepared, and engaged?

The solution

Using a product development strategy, our team of specialists built, in only 12 weeks, the Executive Briefing app, turning these critical meetings into polished, collaborative experiences that provide a superior attendee experience. We extended Salesforce’s CRM functionality by linking each meeting to an Opportunity. Our team also integrated the app with Google Calendars and QUIP to present information and interact with Salesforce data in a fun and easy way.

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