Meggie Palmer founded PepTalkHer to close the gender pay gap. The company coaches women to be more confident at work, through a combination of in-person events and an app that helps users track their workplace wins and prepare to negotiate promotions and raises. In only a few years, PepTalkHer has grown from an idea to a global community of over 15,000 users.
“I wanted to have all of my customers’ information in one place, because I knew that they were key to our growth,” Meggie said. Keeping everything in a central location would also allow anyone on her team to pick up a conversation with any lead or customer, and share pricing info, partnership decks, and other collateral from the office or on the go.
An entrepreneur friend told her about customer relationship management (CRM) tools and how using Salesforce made it easier to grow her company into a multimillion-dollar endeavor. Before choosing a technology platform, Meggie tried every customer management tool she could find. “It drove my team insane, because I was like, ‘Nope, nope, I don’t like this. It’s not easy enough. It’s not intuitive enough — I was really picky,” she said.
Emailing through Salesforce lets Meggie reply to messages and share pricing info, partnership decks, and other collateral. “I’m always meeting with people, catching up with people, and attending events late into the evening,” she said. “Essentials scales my time and my ability to respond quickly and efficiently to clients,” and enables Meggie to connect with her customers anytime and anywhere.