Optimizing Jooble’s customer success and sales processes with Salesforce

Jooble is an international job search website used daily by millions of people across 67 countries. Founded in 2006 by two students, the company has grown into a global employment platform. Today, Jooble ranks among the top 10 most-visited job and employment websites worldwide, according to SimilarWeb.

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Jooble's operations involve multiple departments, each with unique workflows. Before implementing Salesforce, the company faced significant inefficiencies due to disconnected systems and manual data entry. The main challenges included:

• CRM data was not synchronized with Jooble’s internal database and financial system, causing manual effort across multiple teams.
• Generating client and financial reports required exporting data from multiple sources and manually merging them.
• Handoffs between teams were inconsistent, requiring manual follow-ups.
• Sales teams lacked real-time insights into lead activity and opportunities.
• The previous CRM (Creatio) contained a high volume of duplicate records, requiring a cleanup process.

• 10+ hours per month saved through automated financial data synchronization.
• 5+ hours per month saved on invoice and payment reconciliation for the finance team.
• 2+ hours per week saved per employee in manual data entry.
• 75% reduction in data storage after CRM migration, optimizing costs.
• 10,000+ personalized marketing emails per campaign sent through MailChimp integration.

• Reduced manual work across finance, sales, and customer success teams, allowing them to focus on strategic tasks.
• Faster lead processing in the business development team, ensuring immediate follow-ups on new opportunities.
• Improved client retention with automated alerts in the customer success team, enabling timely engagement.
• More efficient affiliate management by allowing joint account handling for sales and partnerships.
• Optimized reporting processes, replacing manual data consolidation with real-time reports in Salesforce.
• Cost savings on CRM storage, reducing unnecessary data migration, and optimizing system performance.
• Faster customer onboarding with automated transitions from business development to customer success.

System integration and data synchronization

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• Established regular data synchronization between Salesforce, Jooble’s internal database, and the financial system.
• Eliminated the need for manual data entry by ensuring financial data, including invoices and payments, is automatically updated in Salesforce.

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Business development department

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• Automated lead intake so new leads are immediately assigned to business development managers.
• Improved opportunity tracking, reducing response time and increasing efficiency in deal closures.
• Accelerated the transition from business development to customer success by automating client handoffs within Salesforce.

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Customer success department

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• Implemented real-time triggers based on internal database updates, allowing managers to track key client changes.
• Developed an alert system within Salesforce, reducing the need for manual monitoring and improving response time to client needs.

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Affiliate team

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• Optimized the Affiliate Publisher page by integrating missing data from internal databases.
• Enabled joint account management between sales and affiliate teams, ensuring visibility into both client and partner interactions within a single account.

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B2B marketing team

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• Integrated MailChimp with Salesforce, enabling targeted and segmented email campaigns based on customer status and behavior.
• Automated audience segmentation, allowing personalized messaging based on language, region, and engagement.

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CRM migration and data optimization

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• Migrated data from Creatio to Salesforce, reducing storage volume by 75% through deduplication and optimization.
• Provided guidance on further storage cost reductions by optimizing data retention strategies.