Enabling Hyper-Growth Across Communities • Optimizing Salesforce to Fuel Growth
Connecting content, data—and people.
Built In is a network of local online communities for startups, tech companies and tech professionals. A powerful connector of people, the company enables startups and tech companies to post and recruit candidates for open positions, promote their brand and culture, share news, and participate in community events.
However, having a network of communities in eight different markets meant Built In needed a way to streamline content and data for its employees, tech users and company clients to connect in one place. Built In already used Salesforce CRM, but like many companies, they hadn’t been reaping the full benefit of the CRM or other Salesforce products—missing out on key opportunities to optimize, streamline business processes and unlock revenue. Built In reached out to Monks, a Salesforce Consulting Partner, to connect the dots across their Salesforce marketing and enable a more personalized user experience.
In partnership with
- Built In
We would recommend [Monks] to any company. [Monks] wants to be a partner. Speed of implementation and communication flexibility is really good, which you don’t always see from third-party vendors.
Jeff Hurd
Director of Product, Built In
Building trust through a transparent planning process.
Before making any moves, we connected with the Built In team to align our strategy with the goals of the business. We met with the team in person to walk them through each step involved in implementing and optimizing Salesforce Experience Cloud, Sales Cloud, Service Cloud and Marketing Cloud Account Engagement. Taking the Built In’s needs into account, we then verified and documented project steps with our engineering team—ensuring everyone was on the same page throughout the entire process.
An executional approach built on close collaboration.
Strong partnership is built on transparency, so once the planning phase concluded, we continued to give Built In clear visibility into our implementation of Salesforce products and platforms. We began by making daily check-ins with the Built In team, then hosted bi-weekly meetings to fully communicate our progress. The speed of communication throughout the engagement enabled additional flexibility in our approach.
Fueling connection across platforms and people.
Now better able to connect content and data across regional communities, Built In was able to greatly improve customer satisfaction. Previously, finding companies, talent and communities were manual and complex processes; but now, tech professionals appreciate a more streamlined and transparent approach to discovering jobs, browsing salaries, connecting to networking opportunities and more. Overall, the collaborative approach between Built In and our CRM experts sowed the seeds that would fuel connection across the entire tech industry.
Results
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37%+ in sales forecasting
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19%+ increase in CSAT score
