Bluewolf Uses SURVE to Power “State of Salesforce” Report
Bluewolf partners with companies to rapidly innovate their business processes and technologies — accelerating customer engagement and profitable growth. Salesforce is one of the key systems that Bluewolf helps its clients optimize. With more than a decade of experience and over 4,000 completed engagements, they’ve earned a reputation as undisputed Salesforce experts. In 2013, they were named a global leader in the Salesforce ecosystem by IDC MarketScape.
To articulate their insights on the needs and goals of Salesforce users, Bluewolf created “The State of Salesforce Annual Review” in 2012, producing it each year since. This report presents an analysis of how the best companies use Salesforce. Based on global data collected in collaboration with the MIT Sloan School of Management, the review distills information from more than 1,000 Salesforce customers.
History of the State of Salesforce
When the Bluewolf marketing team first launched its State of Salesforce project, they used a standalone survey solution to collect responses. Over time, the company’s goals and focus of the report expanded, as did their need for a more sophisticated survey tool.
Jonathan Staley, Product Marketing Manager, Bluewolf, recalled, “We knew we needed a more robust survey solution to meet our growing goals. Ultimately we needed to enable dynamic question types, data analysis, and reporting. Clicktools is one of Bluewolf’s partners, so aligning with them on a more powerful solution was a natural fit.”
In 2013, Bluewolf enlisted the support of Clicktools professional services to build a more sophisticated survey using SURVE, the premium survey software for business built by Clicktools. SURVE enabled conditional questions based on job function and other demographics. Clicktools reporting empowered Bluewolf’s corporate marketing team to cut the data in various ways, using cross-tabbing to analyze segments such as respondents’ roles and company size.
Taking Clicktools into Their Own Hands
After a successful run with their first Clicktools survey, Bluewolf opted to take the 2014 report into their own hands. Starting with the framework from their 2013 Clicktools survey, they built the new one on their own, pulling questions and logic from the previous year. They also took a role-specific approach for the first time, tailoring question groupings by job function. They asked sales, marketing, services, and IT questions geared toward their area of expertise to produce results that would be more meaningful to individual departments.
“Clicktools allowed us to expedite the data collection and analysis of our 2014 survey, and effectively manage responses quicker than previous years,” said Staley. “Team members could conduct data analysis in one place, using their own views and filters.”
To increase their survey population, Bluewolf also asked partners to invite their customers to take the State of Salesforce survey. Using simple tracking features native to the SURVE application, Bluewolf had increased visibility into which partners were having success and which needed additional support. This made it much easier than previous years to manage day-to-day partner activities. Clicktools reporting enabled the Bluewolf marketing team to see where they needed to target to generate additional data and push for more responses from certain functions or industries.
“Using what we’ve already built and learned with Clicktools, we look forward to the possibility of working with them again on future projects. Their partnership and solution allow us to focus on the research we want to conduct and not worry about the limits of a solution or increasing the daily workload on our team,” said Staley.