Nothing tells you that you’re on to something good like a standing ovation. That’s what Traction on Demand founder and CEO Greg Malpass and General Manager Harpreet Aujla experienced after demoing a Google Sheets integration for Salesforce at Dreamforce last year. The enthusiasm of the developers in the packed room was all the confirmation they needed to know they were filling a void in the sales productivity space.
This project came together after a conversation between Salesforce and Traction. Inspired by the philosophy of “Work smarter, not harder,” it was about finding a more efficient way to complete a daily task – in this case, updating the sales pipeline. Although the use cases for the app are infinite, for now, it addresses the most common challenge in sales, which Harpreet says is a team keeping their pipeline up to date. Greg echoes this sentiment by saying, “There are lots of conversations within sales teams but the pipeline is updated in notes and speech – not in the system.”
Now, with one click of a button in Salesforce, any view of opportunities can be generated into a corresponding Google Sheet. This puts the data into a view that’s mass editable by the wider team, which can then be updated automatically in Salesforce.
Although the app launched just this spring, it has already generated a lot of excitement partly because of the familiarity of the Google Sheets platform. As Harpreet says, “People are used to working in a spreadsheet. This app lets people work the way they’re used to, making it seamless as part of their natural workflow.” Not only is it easy to use, but there is also more trust in the data because updates are being made on a more regular basis.
According to Greg, it was a “privilege” to work with both Salesforce and Google on this app, as Traction continues to widen its scope as a products firm. “We’re an example of a services company that’s using capabilities to experiment with new products. We have an understanding of what services and products are all about,” he says. “Currently, we’re scaling three products that account for 100,000 users.”
Look out for further releases as Traction continues to evolve this product. In the meantime, download the app (which is mobile-friendly) and let us know how you would like to be able to use the app with your Salesforce data either in the comments below or by getting in touch with us.