Sales Engagement




Sales Cloud

Engagement Type

Product Implementation

Sales Engagement


The Education Company makes learning mathematics meaningful, enjoyable, and accessible for students and teachers alike. Their approach brings conceptual understanding to the forefront of teaching and learning with a logical, learner-friendly Stepping Stones curriculum that helps students develop deep mathematical understanding.

The company lacked visibility into their deals. They didn’t have the comprehensive data and insights they needed to ensure pipeline consistency and better forecasts. With Dotsquares, they were able to identify critical deal gaps and important coaching moments for their reps, leading to increased win rate, revenue predictability, and a more motivated sales team.

Solution Delivered

    Unified Communication Hub:
  • Implemented Salesforce to create a centralized communication hub.
  • Streamlined communication channels for a cohesive and consistent engagement approach.
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Project Result

Witness the increase in productivity and reduction in time upon successful delivery of the project.

Guided selling helped to increase the Sales by


Improved Customer Service by


Increased Productivity of the team by


Increased Customer Retention by


Dotsquares has provided us successful solutions to our needed Salesforce changes. They are always a pleasure to work with and continue to provide excellent service


David Giammarco

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