Configuration of Salesforce Enterprise Edition and Integration with Outlook, Event Management and Marketing tool
The organisation the UK’s largest small business network giving companies in London the tools to measurably improve our society and demonstrate responsibility. Acting as a membership hub, they make complex responsible business knowledge (often also known as Corporate Social Responsibility or CSR) easily accessible, allowing the busy professional to easily take informed action.
The client already had Salesforce CRM (Enterprise Edition) implemented but they were struggling with user adoption and having to do a lot of work manually to input and extract data from various separate systems.
We helped the client by redefining some business processes and redesigned the CRM system to allow better data capture and increased efficiency by automating time-consuming manual tasks.
The project lasted 3 months where we have successfully integrated Salesforce with their event management and email marketing tool as well as integrating Microsoft Outlook to Salesforce which made the flow of information seamless and enhanced the way their team communication with their contacts. We have delivered a tailor-made end user training session specific the organisation's team members and a 'train the trainer' session for their systems administrator. As a result, their CRM is now more secure and easy to scale as the organisation grows.