CyberRisk Alliance provides business intelligence that helps the cybersecurity ecosystem connect, share knowledge, accelerate careers, and make smarter and faster decisions. Through our trusted information brands, network of experts, and innovative events, we provide cybersecurity professionals with actionable insights and act as a powerful extension of cybersecurity marketing teams.
Only the sales team used the system,
and even they struggled with entering
meaningful data.
The platform was cumbersome, leading to inefficiencies.
Marketing and fulfillment teams had no
visibility into the data they needed.
Most teams relied on spreadsheets, leading to duplicate and inconsistent information.
These challenges hindered collaboration, decision-making, and future scalability.
Sales Cloud, Revenue Intelligence, CRM Analytics, Data Cloud, Agent Force
Understanding the unique needs of sales, marketing, and fulfillment teams to ensure alignment.
Moving from the outdated system to Salesforce while revamping processes to improve adoption and functionality.
Equipping teams with the knowledge and tools needed to fully leverage Salesforce capabilities.
The project was implemented in a phased approach
Engaging with stakeholders to identify pain points and align on project goals.
Building a tailored Salesforce platform to meet immediate needs and prepare for future scalability
Migrating data, implementing integrations, and launching the platform with a focus on user experience.
Staying ahead of Salesforce updates and iterating on the platform to meet evolving business needs such as AI Agents and Revenue Intelligence.
All teams, including marketing and fulfillment, now have access to shared data.
Tools for forecasting and streamlined workflows eliminated the reliance on spreadsheets.
Integrations with key platforms ensure scalability and adaptability.
When we began this project, we were stuck with an outdated, ‘order-taking’ platform that had a poor user experience. Adoption was low, only our sales team used it, and even they struggled with entering meaningful contact information. Marketing had no access to data, and reporting was so inadequate that most teams resorted to spreadsheets, creating duplicate and inconsistent information.
We chose Sweet Potato because they are outcome-focused and immediately understood our business challenges. From the very first conversation, I felt comfortable with Swami, and that trust has only grown. Their team has been dedicated, friendly, and exceptional partners every step of the way.
This wasn’t just a system migration—it was a transformation that touched every aspect of our business. Sweet Potato got to know all our stakeholders, identified who to talk to, and helped us not only solve today’s problems but prepare for future challenges. They stay ahead of Salesforce updates and continue to evolve the platform for our needs.
Today, we’re on Salesforce, and it’s a game-changer. All our teams, including marketing and fulfillment teams, have access to shared data. We now have tools for forecasting, integrations to our key platforms, and collaboration that we could only dream of before. We’ve learned so much from Sweet Potato through this journey.
Sweet Potato went above and beyond every single day, and we’re excited to continue this partnership into the foreseeable future. If you’re considering a Salesforce transformation, Sweet Potato is the partner you’ll want by your side.
Vice President of Operational Excellence, CyberRisk Alliance
