Alpine Intel is the parent company of leading forensic investigation firms like HVAC Investigators (HVACi), StrikeCheck, and Donan Engineering. Together, these entities deliver services ranging from property and auto assessments to fraud detection and regulatory compliance. With a national footprint, diverse service lines, and a complex sales structure, Alpine relies on Salesforce to unify project and customer data across subsidiaries. Clear, data-driven goals are essential for managing performance, driving accountability, and sustaining growth across the organization.
The Challenge
- Previously used Level11, but it lacked flexibility and depth
- It simply could not keep up with Alpine’s highly tailored Salesforce environment
- Lacked flexibility to measure performance for both high-level KPIs and detailed metrics across customized org
- These limitations made it hard to manage sales activity or align teams across operating companies
The Solution
- Supported Alpine’s complex Salesforce implementation out of the box
- Enabled performance metrics at all levels – Account, Service Line, and Individual Rep
- Simple enough for non-admin business leaders to manage – no developer or admin bottlenecks
- Established a scalable, repeatable framework for setting and managing goals across all operating companies
Learn more about how anyGoal works to drive performance in Salesforce.
The Result
- anyGoal is now the standard for goal management across Alpine
- Performance dashboards drive daily 1:1s, sales meetings, and executive conversations
- Leadership monitors real-time revenue and project volume by rep and customer
- Acquisitions are immediately onboarded to anyGoal, establishing best practices and transparent objectives
- Feeds daily executive reports with key trends enabling faster, data-driven decisions
What Alpine Said
“anyGoal transformed how we manage performance in Salesforce. It’s how we hold our teams accountable, stay aligned, and make faster decisions.”
“The simplicity and power of anyGoal’s tracking has been transformational — it gives us real-time visibility without admin bottlenecks.”
“anyGoal gave us the framework to scale goal management across reps, customers, and companies — no spreadsheets, no delays.”
“The best time to implement anyGoal was yesterday — the next best time is today.”
— Blake Hagge, Business Operations and Strategy