Salesforce
Basics
Website | |
Use cases |
|
Login type/Authorization method | Okta |
Training contact | |
WalkMe enabled? |
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Contract details
Contract start date | Jan 15, 2023 |
Renewal date | Jan 28, 2025 |
Contract amount | $520,506 |
Contract type | Annual User license |
Payment method | IntelliChief |
Internal contract contact | |
Vendor contacts | Bailey Kasik |
Number of users | 219 |
Number of seats | 315 |
Contract |
Users
User types | Users |
|---|---|
Admins | |
Marketing Admin | |
Marketing User | |
Sales User |
Quarterly system performance scorecard
Financial | |
|---|---|
Actual Price per User | $2,376.74 |
Effective Price per User | $4,066.45 |
Quarterly Loss | $111,706.78 |
Grade | 68.5% |
Customer | |
|---|---|
Customer Satisfaction | 64% |
Grade | 64% |
Internal | |
|---|---|
Quarterly Support Tickets | 0 |
Quarterly Errors | 0 |
Quarterly Updates | 0 |
Grade | 100% |
Learning & Growth | |
|---|---|
Program Admins | 8 |
Number of Trained Users | 175 |
Update Notifications Sent | 1 |
Grade | 90% |
Quarterly System Grade | B- |
|---|
WalkMe Field Metrics
Confidence Level |
|
|---|---|
DocuSign SO Process |
|
Notes Feature |
|
Warranty Contact Field |
|
User experience survey findings
Lots of feedback for SF team to review
Biggest takeaways that survey participants discussed include:
Too much to fill out/too many fields
Needs more accessible reporting