Custom Salesforce Assessment Platform

Tomi Bryan Consulting engaged the Revenue Institute to build out a custom assessment platform using Salesforce communities.
case studies
Automated Scoring
Instead of having to score each assessment manually, the company could score 10,000+ on auto-pilot.
Customer Experience (CX)
The customer experience went from manually taking assessments to working in a custom platform built just for them.
Integration with CRM
The assessments, payment processing, and CRM were all integrated into a single ecosystem for pennies on the dollar compared to a SaaS.

Company information

Industry:
Management Consulting Firm
Location:
Greensboro, NC
Company size:
1
Technology used:
Salesforce, Engagement Studio, Aura, Stripe

Key insights

Objectives
Objectives
A management consulting firm out of North Carolina was looking to create a custom assessments platform based on the Salesforce ecosystem. This would be far more cost-effective, while complex, compared to building a custom SaaS solution. While the company has the assessments tested and verified, there was no way of automating the assessment-taking process, nor scoring system.
challenges
Challenges
The challenge going into this project was that there were multiple assessment types, personas being sold into, and constantly changing assessment questions. This required constant updating, multiple types of Salesforce communities, and a complex set of Salesforce logics to handle these variables.
Solutions
Solutions
Revenue Institute started by setting up Salesforce Sales Cloud in a way that could easily manage the custom objects required for this assessment initiative. This was then followed by setting up assessments, and each assessment question, as a custom object for Tomi Bryan Consulting. Finally, creating custom scoring logic, payment processing, and user access permissions for each persona sold into.

The results

1.
Automated Scoring
Instead of having to score each assessment manually, the company could score 10,000+ on auto-pilot.
2.
Customer Experience (CX)
The customer experience went from manually taking assessments to working in a custom platform built just for them.
3.
Integration with CRM
The assessments, payment processing, and CRM were all integrated into a single ecosystem for pennies on the dollar compared to a SaaS.

"“Working with Stephen and the Revenue Institute to bring to life the assessment and community portions of my big idea of a data-driven Talent Management System has been an incredible experience. It didn’t matter what I dreamed up. Stephen said yes and then made it happen. That doesn’t mean everything was easy. Few things ever are. What it does mean is that Stephen’s positive, can-do attitude kept breathing life into my big ideas. While it was my big idea, it wouldn’t have been achievable without Stephen and his team.”"

- Tomi Bryan, CEO

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