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Case Studies


Reed made a significant investment in Salesforce CRM, however staff were not using it as it was overly complicated and made it hard to access time-sensitive information. This was having a negative effect on Reed’s ability to sell and manage its events.

BusinessOptix and its partner, Clarasys, were able to identify that the issue lay in set-up that did not cater for all stakeholders’ needs. Once this was established the Business Optix Salesforce App was used to create a globally consistent structure, processes and learning materials.

Since its implementation Reed’s Salesforce installation has been supported by training material that was 80% easier to create and now meets the varying stakeholder needs.