Tag: Salesforce

  • Make the Best Decisions for Your Business With Tableau

    Make the Best Decisions for Your Business With Tableau

    First of all, what is tableau?

    Tableau is the leading data visualisation and analytics platform that was acquired by Salesforce and integrates seamlessly with your CRM system, as well as every other piece of software in your business. But what does that really mean?

    Tableau takes your raw data from all areas of your business and turns it into actionable insights via its intuitive interfaces and easy-to-use features. This means your data can quickly and easily drive decision making by highlighting the areas you should be focusing on, and the exact issues that need addressing such as overstretched resources or underperforming sales. With Tableau, anyone in your business can understand, interpret and leverage crucial data.

    Core Offerings

    Tableau offers a range of products to cater to different business needs:

    Tableau Desktop: This is Tableau’s core product that creates your interactive reports and dashboards. Through this base product you can quickly and easily connect your data sources to perform analyses, build visual dashboards and custom build your interface via drag and drop features. We can further customise this product for you to ensure it is tailored specifically for your use case.

    Tableau Server: This feature enables you to share and manage reports and dashboards across your organisation, helping teams work together seamlessly. This can be hosted via the cloud or on your premises.

    Tableau Online: This is essentially the fully cloud based version of Tableau server (hosted by Tableau) and offers you the same functionality without the need for your own infrastructure.

    Tableau Prep: This is the simple tool to clean data, reshape it and combine it. This is a great tool to prepare your data before feeding it into Tableau Desktop.

    Tableau Public: This free version allows you to share visualisations online which is ideal for individuals or small organisations.

    Tableau CRM: This is where you integrate Tableau with Salesforce… the best part! This will deliver insights into your customers data with machine learning and AI to assist and provide predictive analytics.

    Why Tableau?

    Businesses often have tons of data but they can’t pool it together to gain a meaningful 360 view of their business. Use Tableau to make fast, informed decisions with visualisations and suggested actions.

    This dynamic data visualisation software presents information in unique and convenient ways to help you understand how your business is succeeding (and where it could use a boost!). It provides your team with a real-time single-source-of-truth, where your colleagues can collaborate to build complex visuals in minutes – helping them respond to business challenges. Customisable dashboards allow you to see exactly what you need to see when you need to see it. These dashboards can track performance, monitor trends, visualise key metrics and all in an easy to understand format. Tableau scales easily with you, and saves serious amounts of money when you invest in the infrastructure early and build on it throughout your growth. We always recommend starting small and increasing your usage as your business grows.

    In summary, if you want to unlock the full potential of your data, Tableau is the tool for you. Tableau makes data analysis a fast and easy task to help you evolve and react with your business so you get ahead of the curve – and your competition!

    Keen to learn more about how we can use tools such as Tableau to save you time and resources? Give us a call on 01453 703230, or book your consultation today!

  • Win Faster with Slack for Sales

    Win Faster with Slack for Sales

    While many of you are likely familiar with what Slack is by now, we’re going to fill in the newcomers on what exactly it is that Slack does: Slack is a messaging application which can be used by sales teams to access information fast, contact and converse with prospects and clients, and collaborate with colleagues. Unsurprisingly, Slack has become most businesses go-to product during the new work-from-home era.

    So, Slack is the perfect platform for sales teams that complements their Salesforce instance. Let’s keep digging to learn why you might benefit from Slack in your business.

    Tailoring and integrating Slack

    As you may know, Slack is a Salesforce product. This means, like all things to leave the Salesforce production line, it is a highly customisable product which has been designed to be cut and carved to to your business needs and the specificities of your use case.

    Custom workflows in Slack can be used to send automated messages, prompts and to gather information, among other things. Third-party services can also be integrated here, for example an automatic workflow that sends a contract to be signed via your chosen digital contract tool. There’s a whole host of third-party integrations we can add to Slack to automate your entire sales process. We all know that the sales process has become longer and more complex with an increasing number of stakeholders involved but Slack is designed to give you the flexibility needed to get a sale across the finish line.

    The future of collaboration

    Slack brings sales into 2024 by removing unnecessary formalities, such as the dreaded follow-up email! You can simply @ the appropriate contact in your slack channel and ask for a quick update, even including emojis to indicate your tone and affirm someone else’s response. Salesforce has noted that their customers see 60% faster response times upon adoption of this leading messaging product! (Slack, 2023). Slack also removes the associated complications with including all the necessary stakeholders in long email chains; with Slack you can simply @ someone to bring them into the channel at the right time and slack will how the history of the deal and even generate a summary to bring them right up to date.

    Make Slack work for you

    As a Sales leader, slack can be your eyes on all ongoing deals by alerting you to new developments. Responsibilities and deadlines are clearly presented on Slack for your team to see and work towards; you can be notified of any bottlenecks holding your team back so you’re ready to jump in and assist your team with smoother deals. You’ll get updates on when tasks have been completed which you can then review and you’ll also be able to keep tabs on your team’s wider sales performance to steer the ship towards your targets. Further, by integrating your Salesforce instance with Slack, you’ll have the opportunity to build and view the perfect dashboard to manage your sales operations.

    In summary

    On average, over a third of a Sales Team’s time is spent tackling admin burdens. Leverage Slack’s latest AI capabilities to win big, with intuitive assistance and new heights of automation!

    Talk to us about our Sales Elevate quick start package today!

    Source:

    Slack (2023) https://slack.com/intl/en-gb/blog/productivity/productivity-how-close-deals-in-a-tough-economy

  • The Top 3 Reasons to integrate Salesforce with Amazon Web Services (AWS)

    The Top 3 Reasons to integrate Salesforce with Amazon Web Services (AWS)

    In the last few years, we have seen a shift from companies choosing between Salesforce and AWS to understanding that the leading CRM and the world’s most popular cloud platform are at their most powerful when paired together. Salesforce and Amazon Web Services both ensure cloud administrations, but where Salesforce is known to be software as a service (SaaS), AWS is positioned as infrastructure as a service (IaaS).

    Both solutions can save on costs and harness the power of real-time business insights, but there are several compelling reasons why integrating Amazon Web Services with Salesforce can be beneficial for businesses:

    1. Data Integration

    By integrating AWS services like S3 or RDS with Salesforce, you can seamlessly transfer and synchronise data between the two platforms. This enables businesses to leverage data from Salesforce for analytics, AI/ML (artificial intelligence/machine learning) workloads, or data archiving on AWS. Coupled together, AWS and Salesforce offer powerful functionality, for example, you can use AWS Lambda functions to build serverless integrations or custom applications that enhance Salesforce’s core capabilities. AWS can also be used as a robust and secure backup solution for Salesforce data, providing businesses with reliable disaster recovery options and data protection.

    1. Scalability and Performance

    Salesforce and AWS provide a highly scalable infrastructure, enabling businesses to handle fluctuating demands or resource-intensive workloads seamlessly. Leveraging the best of both platforms allows businesses greater flexibility and control over IT infrastructure. By leveraging AWS services alongside Salesforce, businesses can also optimise costs by only paying for the resources they need when they need them. Rather than maintaining on-premises infrastructure or over-provisioning resources.

    1. Artificial Intelligence (AI) Capabilities

    By combining Salesforce’s customer data with AWS AI/ML services like SageMaker or Rekognition, businesses can build intelligent applications, perform advanced analytics, and deliver personalised customer experiences. AWS IoT (Internet of Things) services can be integrated with Salesforce to capture and analyse data from connected devices, enabling businesses to optimise processes, track assets, and deliver new IoT-powered solutions.

    In summary, the integration of AWS and Salesforce can help businesses unlock new capabilities, improve scalability and performance, leverage advanced analytics and AI/ML, and optimise costs while enhancing their overall IT infrastructure and customer experience strategies.

    Interested in integrating your systems? Give us a call on 01453 703230 or email us at hello@performa-it.co.uk!

  • Breaking down Salesforce Marketing Cloud

    Breaking down Salesforce Marketing Cloud

    Salesforce Marketing Cloud is a powerful digital marketing platform that enables businesses to create, automate, and manage personalised marketing campaigns across multiple channels. It provides a suite of tools and functionalities designed to help marketers engage with customers at every stage of the customer journey. It can be used for:

    • Email marketing
    • Content creation and management
    • SMS
    • Mobile notifications (including in-app notifications)
    • Campaign automation
    • Omni channel co-ordination
    • Targeted online advertising
    • Intuitive website tracking with the power to tailor webpages to different audiences
    • Prospect segmentation
    • Data management

    What do you get with Marketing Cloud?

    Salesforce Marketing Cloud consists of two types of modules: ‘studios’ and ‘builders’. Studios coordinate content and channels, and builders manage data and automation.

    Marketing Cloud’s studios cover a multitude of channels, such as Email, Mobile, Socials and Advertising. These, combined with Salesforce’s Journey Builder, can be mapped together and automated to create tailored meaningful customer experiences. Marketing Cloud allows you to take advantage of real-time engagement and rich analytics – all in one platform, and automate these targeted paths to achieve an integrated marketing front. For example, an abandoned cart may trigger a ‘something missing’ email or an SMS offer on the unpurchased product.

    Marketing Cloud also allows you to cultivate your brand visually, adding assets and defining templates. All of this, coupled with the platform’s rich analytics, means that Marketing teams can easily track customer behaviour, preferences and interactions. By understanding the actions your customers are performing on your website, Marketing Cloud even has the capability to modify messaging to tailor the experience to the kind of products and services that are of interest to a specific customer profile.

    Adding an extra layer of personalisation and automation, Marketing Cloud Einstein offers the latest collection of AI-enabled features. Optimise send time, score prospects on their engagement and receive intelligent content recommendations – it’s all possible! And when you combine Marketing Cloud with your existing Salesforce suite, you open a whole new wealth of opportunities. Aggregate every data point about an individual customer across multiple platforms, provide controlled access to your marketing collateral to franchisees and partners, and create loyalty programmes, including tiered memberships or points per purchase.

    Account Engagement (Pardot) and Marketing Cloud

    Account Engagement (formerly known as Pardot) is primarily used for purchases where there are long sales cycles and multiple decision-makers, whereas Marketing Cloud is best suited to transactional purchases across multiple marketing channels. Marketing Cloud is also more of an apt choice for seasoned marketers who conduct multiple activities across channels, whereas Pardot can be seen as more straightforward out-of-the-box with a little assistance from a knowledgeable Salesforce Admin or Consultant.

    Account Engagement is often pitched as a B2B Marketing solution and Marketing Cloud is predominantly viewed as business-to-consumer. Although Pardot became Marketing Cloud Account Engagement in 2022, the two products are quite distinct and separate in both licensing and technical architecture. Whilst they share many standard features, they have different purposes which can serve different types of organisations.

    To learn more about what Salesforce Marketing Cloud or Account Engagement could do to boost your sales pipeline, give us a call on 01453 703230 or email hello@performa-it.co.uk.

  • What is Salesforce Experience Cloud?

    What is Salesforce Experience Cloud?

    Landing pages, microsites, customer portals – branding is crucial to business success, as is customer experience. Salesforce Experience Cloud (or Salesforce Digital Experience, DXP), is a powerful platform that empowers organisations to create integrated, engaging digital experiences for their customers, partners, and employees. By leveraging Experience Cloud, companies can foster collaboration, drive self-service, and deliver exceptional online environments tailored to their unique needs.

    Features and Functionality:

    Community Building

    Experience Cloud provides a comprehensive set of tools for building and managing online communities. Organisations can create branded and customisable communities that serve as central hubs for collaboration, knowledge sharing, and self-service. These communities can be tailored to specific audiences, such as customers, partners, or employees, ensuring that each group has access to relevant information and resources.

    Enhanced Customer Engagement

    Experience Cloud enables organisations to deliver personalised and engaging experiences to their customers. Through self-service portals and chatbots, customers can access knowledge bases, submit and track cases, and participate in discussion forums. This empowers customers to find solutions independently, reducing the burden on customer service teams and fostering a sense of ownership and satisfaction.

    Partner Collaboration and Enablement

    By leveraging Experience Cloud, companies can establish dedicated partner communities that facilitate collaboration, training, and enablement. Partners can access sales and marketing resources, participate in discussions, and stay up-to-date with the latest product information. This streamlined communication and knowledge sharing help strengthen partner relationships and drive mutual success.

    Integration and Customisation

    Salesforce Experience Cloud seamlessly integrates with other Salesforce products, such as Sales Cloud, Service Cloud, and Marketing Cloud, as well as a vast ecosystem of third-party applications and services. This integration capability ensures that organisations can leverage a comprehensive suite of tools and data sources to deliver a truly unified and personalised experience. Additionally, Experience Cloud offers extensive customisation options, allowing companies to tailor the solution to their specific branding, design, and functional requirements.

    Analytics and Reporting

    Experience Cloud provides robust analytics and reporting capabilities, enabling organisations to gain valuable insights into community engagement, user behaviour, and content performance. Customisable dashboards and real-time metrics empower companies to monitor and optimise their digital experiences, ensuring that they meet the evolving needs and preferences of their audiences.

    By implementing Salesforce Experience Cloud, organisations can unlock the power of engaging digital experiences, fostering collaboration, driving self-service, and delivering exceptional online environments tailored to their unique needs. With its robust community-building features, seamless integration capabilities, and powerful analytics, Experience Cloud empowers companies to strengthen relationships, enhance productivity, and drive business success in the digital landscape.

    To learn more about what Experience Cloud could do for your organisation, give us a call on 01453 703230 or email us at hello@performa-it.co.uk. To understand the potential of DXP, take a look at how we designed and created both customer and referral portals for a leading Business Finance firm.

  • What is Salesforce Service Cloud?

    What is Salesforce Service Cloud?

    Inboxes inundated with support cases; forgotten post-it notes highlighting priority tasks; and customers with missing orders being emailed asking for reviews. Common customer service pains leading to poor ratings and reviews are alleviated by adopting Salesforce Service Cloud – a comprehensive solution designed to transform customer service operations and provide a seamless, omnichannel experience. By leveraging Service Cloud, companies can streamline their support processes, enhance agent productivity, and ultimately delight their customers.

    Features and Functionality:

    Omnichannel Support

    Service Cloud offers a unified platform for managing customer interactions across multiple channels, including email, phone, social media, and self-service portals. This omnichannel approach ensures that customers receive consistent and personalised support, regardless of the communication channel they choose. Agents have a complete view of customer histories and can seamlessly transition between channels, providing a seamless and efficient service experience – no matter the device or location.

    Case Management and Automation

    Salesforce Service Cloud simplifies case management by providing a centralised hub for tracking and resolving customer inquiries and issues. Agents can easily prioritise cases based on customisable criteria, ensuring that high-priority matters are addressed promptly. Additionally, Service Cloud offers powerful automation capabilities, allowing organisations to automate routine tasks and workflows, reducing manual effort and improving efficiency. This has been further enhanced by Salesforce’s Einstein AI capabilities, where agents can intuitively respond to customers, view the next best actions, recommend appropriate products and produce knowledge articles – all in a few clicks. Salesforce even offers fully customisable chatbots that can respond to queries and arrange bookings without the need for a live agent!

    Knowledge Management

    With Service Cloud’s robust knowledge management system, organisations can create and maintain a comprehensive knowledge base of articles, FAQs, and troubleshooting guides. Agents can quickly access this information, enabling them to provide accurate and consistent responses to customer inquiries. Furthermore, customers can access the same knowledge base through self-service portals, empowering them to find solutions independently.

    Service Console

    The Service Console is a unified desktop application that provides agents with a 360-degree view of customer information, including cases, contact details, and interaction histories. This comprehensive view enables agents to deliver personalised and informed service, enhancing the overall customer experience. Additionally, the console’s customisable layouts and screen-pop capabilities streamline agent workflows, boosting productivity and efficiency.

    Analytics and Reporting

    Service Cloud offers robust analytics and reporting capabilities, providing organisations with valuable insights into their customer service operations. Customisable dashboards and real-time metrics enable managers to monitor performance and SLAs, identify bottlenecks, and make data-driven decisions to optimise service delivery. These insights can inform strategies for improving customer satisfaction, agent productivity, and overall operational efficiency.

    Integration and Customisation

    Salesforce Service Cloud seamlessly integrates with other Salesforce products, such as Sales Cloud and Marketing Cloud, as well as a vast ecosystem of third-party applications and services. This integration capability ensures that organisations can leverage a comprehensive suite of tools and data sources to deliver a truly unified customer experience. Additionally, Service Cloud offers extensive customisation options, allowing companies to tailor the solution to their specific business needs and processes. Perhaps a repair shop wants to amend Entitlements, reducing wait times for loyal customers, or a parcel company wants to provide customers with real-time order updates – Service Cloud has the power to delight the customers of any industry.

    By implementing Salesforce Service Cloud, organisations can provide a consistent and personalised experience across all touchpoints. With its powerful features, robust analytics, and seamless integration capabilities, Service Cloud empowers companies to exceed customer expectations, build brand loyalty, and drive business growth.
    To learn more about what Service Cloud could do for your organisation, give us a call on 01453 703230 or email us at hello@performa-it.co.uk. Take a look at our article ‘The Lowdown on Salesforce Service GPT’, for a closer look at Einstein functionality!

  • What is Salesforce Sales Cloud?

    What is Salesforce Sales Cloud?

    Sales Cloud was the pioneering service launched by Salesforce. Chances are, if an organisation uses Salesforce, they began their journey with Sales Cloud – but what does Sales Cloud actually do?

    In today’s competitive business landscape, sales teams need powerful tools to streamline their processes, manage leads effectively, and close more deals. Salesforce Sales Cloud is a comprehensive customer relationship management (CRM) solution designed to empower sales teams and drive revenue growth. With its robust features and seamless integration capabilities, Sales Cloud has become the go-to platform for organisations worldwide.

    Features and Functionality:

    Lead Management and Nurturing

    Sales Cloud provides a centralised hub for managing leads from various sources, including website forms, marketing campaigns, and third-party integrations. Sales teams can easily capture, qualify, and prioritise leads based on customisable criteria, ensuring that no potential opportunity slips through the cracks. The platform’s lead nurturing capabilities allow sales reps to create targeted email campaigns, track engagement, and move leads through the sales funnel efficiently.

    Opportunity and Pipeline Management

    Sales Cloud offers a comprehensive view of sales opportunities and pipelines, enabling teams to track deals from initial contact to closed-won. Sales reps can access real-time data, forecasts, and customisable dashboards, providing visibility into the sales process and helping them prioritise their efforts. Automated alerts and reminders ensure that no critical task or follow-up is missed, contributing to a smoother and more productive sales cycle. Team members can also work together on opportunities, assign tasks, and provide visibility into the sales process, fostering a collaborative environment that drives success.

    Account and Contact Management

    Sales Cloud’s account and contact management features allow sales teams to maintain a comprehensive database of customer information, including notes, communication history, and account hierarchies. This centralised repository ensures that sales reps have access to up-to-date and accurate data, enabling them to deliver personalised experiences and strengthen customer relationships.

    Automation and Productivity

    Sales Cloud offers a suite of automation and productivity tools designed to streamline sales processes and eliminate manual tasks. Sales reps can create customisable templates for emails, quotes, and proposals, reducing the time spent on repetitive tasks. The platform’s workflow automation capabilities allow teams to automate routine actions, freeing up time for more strategic activities. Additionally, with Salesforce’s advanced AI capabilities, the CRM’s automation and personalisation capabilities have reached new heights, creating tailored, meaningful customer experiences with a few clicks.

    Reporting and Analytics

    With Sales Cloud, sales teams can access real-time reports and analytics, providing valuable insights into sales performance, pipeline health, and customer behaviour. Customisable dashboards and data visualisation tools enable sales leaders to identify trends, make data-driven decisions, and optimise sales strategies for maximum impact.

    Seamless Integration and Customisation

    Sales Cloud seamlessly integrates with other Salesforce products, such as Marketing Cloud and Service Cloud, as well as a vast ecosystem of third-party applications and services. This integration capability ensures that sales teams have access to a comprehensive suite of tools and data sources, enabling them to work more efficiently and effectively. Additionally, the platform offers extensive customisation options, allowing organisations to tailor the solution to their specific business needs and processes.

    Whether you’re a small business or a large enterprise, Salesforce Sales Cloud provides a powerful and flexible sales management solution. By leveraging its robust features and integrations, sales teams can streamline their processes, foster collaboration, and ultimately drive revenue growth and customer satisfaction. You can completely customise the out-of-the-box solution, perfectly adapting the CRM to your business processes. With this, Sales Cloud provides the tools to serve and support your business as it grows.

    To learn more about what Sales Cloud could do for your organisation, give us a call on 01453 703230 or email us at hello@performa-it.co.uk.

  • “So, what does Mulesoft actually do?” 

    “So, what does Mulesoft actually do?” 

    An introduction to the MuleSoft Anypoint Platform and its key benefits

    One of the most Googled questions of late relating to the CRM ecosystem is, amusingly, ‘what does Mulesoft actually do?’. And it’s a good question! Mulesoft is a ‘middleware’ tool, a type of software that acts as an intermediary layer between different applications. Therefore, it is a little more challenging to visualise the unique benefits of the MuleSoft anypoint platform.

    We spoke to one of our experts to understand exactly what MuleSoft offers customers.

    So, what actually is MuleSoft?

    ‘MuleSoft is a software, known as middleware, that acts as an intermediary between different apps, systems, or components to facilitate communication, data exchange, and integration. [It] plays a crucial role in connecting disparate technologies and enabling them to work together seamlessly.’

    And what would you define as ‘middleware’?

    ‘Middleware provides a standardised way for diverse software components to communicate, share data, and perform coordinated tasks… [It] can be applied in various scenarios, such as integrating applications, managing communication between systems that use different languages, and supporting the development of complex software solutions.

    In summary, middleware enhances interoperability and efficiencies by bridging the multitude of applications, tools, platforms, and systems used by an organisation.’

    Why is it important for different applications in a business to ‘talk’ to each other?

    ‘For example, imagine if your customer data is stored in a third-party marketing automation tool, your customer service database and your website chatbot. A customer might have an issue with a faulty product, and use the chatbot to address this. They may then receive emails advertising said product, and become irritated that their experience is not personalised. They might speak to a service agent to complain, and the agent may not even be aware that this is an issue as the marketing team owns the chatbot feed, causing further frustration for the customer and the team!’

    ‘As systems can speak many different languages, if they are not integrated, your customer becomes dissatisfied due to a lack of accuracy and personalisation, and your teams become frustrated due poor communication and siloed data.’

    What are the benefits?

    ‘I think the main benefit that MuleSoft provides is time. In my experience, IT teams are inundated with day-to-day challenges and requests, so lack the time to make improvements or innovate. Otherwise, I would say that the core benefits are:

    • Seamless integration
    • Uninterrupted connectivity
    • Scalability
    • Customer satisfaction
    • Low-risk deployment’

    Could you provide a use case example?

    ‘Sure. A common example is a mid-large business that has gone through a period of sustained growth. They might have up to fifty different tools for various processes such as project management, DevOps, training, marketing, compliance, customer service, etc. These tools are brimming with various data sets about employees, finance, opportunities, processes and customers. As the company grows, it adds more and more platforms and the data becomes siloed, disconnected. Not only can this affect employees in the way I explained previously, but it means the IT team are inundated with requests for support, information, new integrations and enhancements to accommodate new systems.’

    ‘MuleSoft provides the functionality for IT to quickly integrate software and convey each ‘language’ so that data is accurate and visible across all platforms utilised by the business. This ultimately saves time and improves the experience for all stakeholders.’

    What type of businesses does it serve?

    ‘Mulesoft can serve any business, in any industry, but we definitely recommend the platform to growing organisations, or those who have recently experienced growth surges, to create a single source of truth and prevent duplication, errors and silos in data.’

    In summary, MuleSoft offers users a straightforward suite of user-friendly tools and standard APIs, connectors, and pre-built templates which equip teams with the mechanisms they need to orchestrate seamless data transfer and holistic visibility across an organisation and provide a 360-degree view of each customer.

    To learn more about how Mulesoft can support organisations looking to scale seamlessly, give us a call on 01453 703230 or email us at hello@performa-it.co.uk. Take a look at our article ‘How Mulesoft Works’, for a more detailed overview of the MuleSoft functionality!

  • DPD Ireland achieve holistic customer view with Performa

    DPD Ireland achieve holistic customer view with Performa

    DPD Ireland Statistics

    • Founded 1986
    • Based in Athlone Co. Westmeath
    • Expanded from 10 to 35 depots
    • Handling over 35 million parcels per year
    • Ireland’s largest and most technologically advanced dedicated parcel delivery company

    Value added by Performa IT

    • Engaged in 2017
    • Sales process, CRM/account management, contact centre and customer comms solutions
    • On-going monthly Salesforce support
    • Major integration with parcel system planned 2021/2022

    DPD Ireland’s Background with Salesforce

    DPD Ireland’s implementation journey with Salesforce began in 2017.

    Having steadily grown over the previous 30 years to become Ireland’s largest and most technologically advanced parcel delivery company, they were investigating CRM platforms as their next logical step.

    Given the progress their sister company, DPD UK, had made with Salesforce, this was always front of mind in the selection process.

    Maeve Dwyer, who was DPD Ireland’s Head of Customer Services and Marketing, describes here the experience of sponsoring Performa IT to deliver the Salesforce implementation from 2017 to 2020.

    DPD Ireland’s Challenge: disjointed view of customer accounts

    “As our business has grown it has become more and more difficult to manage customer information on paper, in spreadsheets and on shared drives,” says Maeve.

    “With an expanding customer base it is almost impossible to keep track manually of details, events and cases that occur during each customer journey.

    “The risk of delayed responses, missed opportunities and the difficulty in reporting on service performance and customer value was no longer tolerable.”

    DPD Ireland’s requirement: streamlined processes and holistic customer view

    “Salesforce ticked all the boxes for what we required,” Maeve asserts.

    “We needed a much more robust method of gathering and managing customer and account information.

    “We wanted to centralise all our customer information for consistency, and to have accurate and reliable business intelligence.

    “Streamlining our processes to populate, maintain and update our account information in one place means that we can deliver a holistic view by customer across marketing, sales and customer support, right up to the executive decision-makers.”

    Why Performa IT?

    “We knew from our colleagues in DPD UK that Performa IT had worked very well with them in the implementation of their Salesforce programme,” Maeve comments.

    “With similar requirements, and with confidence in Performa IT’s understanding of the DPD UK set up, we wanted to leverage off what had been achieved there.

    “When I first met Performa IT I found them to be honest and straightforward and they quickly won my trust. I felt that I could rely on them to do the right thing for DPD Ireland, and I was confident that they had our back.

    “Unlike other consultancies I’ve come across they aren’t just about selling the biggest solution. They have a good way of communicating that builds the relationship, ensuring that we were fully aware of what would be required to make the project a success, and explaining in a language that suited the various audiences they dealt with throughout the project.”

    Performa IT implementation approach

    Describing Performa IT’s implementation approach Maeve says: “The team at Performa worked with us to plan the different phases of implementation.

    “Sales and CRM were the first modules over the line followed by the Customer Services piece.

    “With Brexit on the horizon we had much to do internally to bring our systems up to speed so that they could work with the new requirements of both Irish Revenue and HMRC.

    “Thankfully when Covid hit we were already ‘in the cloud’ with Salesforce so this made the transition to working from home easier.”

    Solutions

    End-to-end CRM/Sales Process/Document generation and Docusign

    The initial implementation of CRM and Sales included automated quoting, pricing, document generation and validation.

    “We now capture all the details from leads to conversions and customer interactions, which gives the account managers great information at their fingertips,” says Maeve.

    “It looks great to customers and means that the account management team can run their own reports.

    “There’s been huge buy-in to the platform and Salesforce has definitely become the bible of conversion information.”

    Salesforce Service Cloud

    Commenting on the functionality for the contact centre Maeve says: “Performa IT helped set up Salesforce to receive all customer emails and distribute them to our customer service team for action.

    “Our call centre team pick up each case and complete key fields that then link back to the account. This means that each case is categorised, and we can produce reporting that helps us trend issues and deal with the source of recurring problems.

    “Along with our Vonage telephony system, which is also integrated with Salesforce, we now have a complete picture of all customer contact and cases.”

    Pardot Marketing Automation

    DPD Ireland invested in Pardot from Performa IT primarily to assist in communications to existing customers.

    “This has been really useful with regards to price increase notifications, as well as regular comms and updates about service challenges and things like Brexit and Covid,” Maeve explains.

    “We haven’t really used it for marketing as such, but it’s been especially useful to generate an audit trail against each customer of what information and communication they have received from us. This makes account management conversations more targeted and direct.”

    Benefits of Performa IT’s implementations

    Customer intelligence

    “Performa IT have helped us achieve a great CRM solution by putting all of our customer detail in one place,” says Maeve.

    “This drives so many benefits for DPD Ireland, including increased efficiency, greater proactivity around issues and service, greater insight into customer value, and greater professionalism in the way we communicate.”

    Streamlined conversions

    Commenting on the impact of Performa IT’s integrations, Maeve says: “The introduction of Docusign definitely makes a difference to the sales process.

    “Being able to get customer sign-off quickly and securely has been a very persuasive factor in driving adoption!

    “So there’s been great uptake of the platform within end-to-end sales.”

    Ease of deployment and on-boarding new staff members

    “Since the Salesforce solution is cloud-based this makes it much easier to expand and contract our team when necessary,” explains Maeve.

    “Our peak months at DPD Ireland are October to December, so in that sense we are a seasonal business.

    “We have seventy contact centre agents operating across multiple sites. The Salesforce cloud model makes this more straightforward.”

    Better performance management across Customer Service

    “Having a standardised platform across all of our customer service teams means that we can manage performance and effectiveness better,” says Maeve.

    “This also gives us a way of controlling our outsourcing spend to ensure we’re getting value for money.”

    Proactive profitability reporting

    “Customers, Parcels and Cases are the three pillars of our profitability so it’s crucial that we can simply and easily track and analyse how these elements are performing within the business,” says Maeve.

    “Performa IT have enabled us to get the best out of Salesforce to provide this management information and support better decision-making.”

    New Possibilities arising for DPD Ireland with Salesforce from Performa IT

    Integration with parcel system

    “At the moment, our customer service teams have to swivel between two systems to track parcels for callers and email enquiries,” Maeve explains.

    “But the next big chunk of work that Performa IT will be helping us with is the integration of the customer account information with our parcel system.

    “This will mean that there will be a one-stop shop for our teams to track parcels by customer.”

    Recommendation

    “I have no hesitation in recommending Performa IT for Salesforce implementations,” Maeve affirms.

    “It’s a complex platform with enormous potential as long as it’s put together properly. Performa IT are very practical and hands-on, and their focus is on saving us time and money without forcing any particular solution.”

    Performa IT says

    “Maeve and her team at DPD Ireland are great to work with. They push ideas forward and want to get the most out of the platform – which makes our job easier!

    “It’s been a difficult time with Brexit and Covid, which have caused some delays to key integrations.

    “But the DPD Ireland IT team have made good use of the time, preparing APIs in advance, so the integration with the parcel system planned it is likely to go smoothly and guarantee very positive ROI.”

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