Spreadsheets to Salesforce driven call centre and CRM
WISE is a Community Interest Company which provides Business to Business (B2B) services to employers, educators and training providers. We offer best in class expert support services to organisations seeking to improve their gender balance, including engagement and advancement of women. WISE enables and energises people in business, industry and education to increase the participation, contribution and success of women in science, technology, engineering and mathematics (STEM).
Like many organisations experiencing growth, WISE found itself needing a better way to manage its increased volumes of data which resided in various documents and spreadsheets. With some staff working from home, the need for a centralised, collaborative platform was apparent. WISE worked with NimbusPoint to implement Salesforce to benefit from it’s strong CRM features and reporting.
“I have never worked with a company which has been so hands on, with regular communication at each stage as NimbusPoint.” – Karen Ditchfield, Operations Director
- No central master data source
- No ability to collaborate and audit staff activity
- No ability to locate records quickly and latest version
- No reporting functionality accessible by everyone
- Build out Salesforce CRM and tracking membership packages
- Introduced Salesforce Opportunity object and price books holding package details
- Introduced Salesforce Chatter to improve collaboration between staff
- Implemented Salesforce Campaign management to help manage events and attendees
- Real time reports and dashboards around memberships and events
- Centralised single record data maintaining data integrity and visibility to all staff
- Salesforce search functionality made it easier and less time consuming to locate records
- Custom fields ensure all required data is captured cleanly and helping better manage each member
- Opportunity products and pricebooks made it easier to track memberships sold
- Dedicated CRM solution has helped staff productivity and reduced effort