Rally Software is a leading global provider of cloud-based solutions for managing Agile software development. Rally's platform transforms the way organizations manage the software development lifecycle by closely aligning software development and strategic business objectives, facilitating collaboration, increasing transparency, and automating manual processes. Rally supports 168,000 users and more than 1,000 customers, including 34 of the Fortune 100 companies.
Rally, an eight-year Salesforce user, has been experiencing growth and reorganization. Realizing their business had evolved, Rally needed a more functional and technical CRM review. Rally's in-house team was unable to conduct this due to prior commitments.
Eagle Creek first did an initial review that uncovered issues related to Rally's Salesforce implementation and revealed how future needs might impact the Salesforce system. A complete functional and technical assessment followed. The evaluation included a review of the Salesforce Licenses purchased and used; utilization and management of Permissions, Roles, and Hierarchies; use of Reports and Dashboards; redundancy of Fields defined and populated; and an initial Custom Code review.
Eagle Creek implemented new Salesforce features and functions to meet current and future CRM requirements.
Eagle Creek continues to work with Rally in a Continuous Enhancement and Support model. The support and enhancement service provides Rally with a cost-effective and flexible resource pool. This enables them to get their critical Salesforce initiatives implemented to their users quickly and without compromising their other non-Salesforce project initiatives and priorities.
Eagle Creek has developed an approach to Salesforce® CRM implementations and upgrades to ensure that not only are they implemented with a proper foundation, but that they are also designed with the future needs of the organization in mind.
This approach allows our customers...