Client Overview: Hogan Assessments is a global leader in personality assessments for talent acquisition and development, offering certifications and professional training for organizations worldwide. Despite leveraging Dynamics 365, Hogan’s sales team struggled with an overly complex CRM environment that hindered productivity and offered little pipeline visibility.
The Challenge: Hogan Assessments’ existing Dynamics 365 environment had been so heavily customized it became virtually unusable. Sales reps avoided the system, and Sales Management lacked the visibility needed to drive performance or accountability. The team needed a solution that would simplify their sales process and give them the insights they were missing.
Our Solution: After discovering enCloud9 through a YouTube video, Hogan Assessments partnered with the enCloud9 team to overhaul their Dynamics 365. enCloud9 streamlined the system by removing unnecessary customizations and implementing the out-of-the-box Sales Hub. The new environment followed a standard lead-to-opportunity process, enabling consistent workflows and greater usability.
Results Achieved: Within just three months, Hogan Assessments had a clean, simplified Dynamics 365 system that was easy for the sales team to use. Activities and follow-ups became trackable, and management finally had visibility into the pipeline. The project finished on time and under budget—exceeding expectations. The client was thrilled with the results, especially the streamlined process and timely delivery!
Conclusion: By partnering with enCloud9, Hogan Assessments turned a burdensome CRM into a powerful, easy-to-use sales tool—restoring confidence in Dynamics 365 across the entire sales team. The streamlined system not only improved adoption but also empowered sales leadership with the visibility they needed to make informed decisions.
Building on this success, Hogan Assessments is now preparing for the next phase of their transformation: implementing Sales Sequences to further automate and optimize their sales process. The partnership between Hogan Assessments and enCloud9 continues to drive smarter, more efficient operations.
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