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Success Story

Streamlined deal pipeline visibility for pre-sales engineers

Pre-sales engineers at a leading technology company needed timely access to opportunity data but were hindered by the high cost and complexity of full Salesforce CRM licenses. A custom Glean app was implemented to simplify access, cut costs, and streamline reporting—without requiring full Salesforce access.

  • Reduced CRM license costs

    30%

  • Decrease in time spent on manual reporting

    50%

About the client

The client is a global technology company with a large, fast-paced sales organization. Pre-sales engineers work closely with account executives to drive deals forward, and the custom app enabled tighter collaboration and more efficient use of CRM data.

Challenges

Pre-sales engineers lacked efficient access to deal data. Relying on expensive full Salesforce licenses just to view opportunity details led to unnecessary costs and workflow inefficiencies. Navigating the complexity of Salesforce also slowed down routine reporting and prioritization of tasks.

Solutions

Deployed a custom Glean (Enterprise AI Assistant) app to extract and display opportunity details

Removed the need for full Salesforce licenses for non-core users

Simplified UI tailored to pre-sales needs for pipeline visibility

Lightweight integration with Salesforce CRM as the single data source

Results

The solution reduced the reliance on costly Salesforce licenses and enabled pre-sales engineers to work more efficiently. By giving them streamlined access to the deal pipeline and reporting tools, it improved their ability to prioritize tasks and collaborate with account executives.

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