Seventy 7 are a collective of specialist content creators, offering a wide breadth of media skills under one roof. With offices in Manchester, London and Mumbai, their expertise and experience have resulted in a wide portfolio of clients such as Harvey Nichols, Jimmy Choo and John Lewis. Established for over 40 years, Seventy7 wanted a central point to allow group visibility of revenue and tracking of accounts/ sales between locations.
Adapt IQ were tasked to configure Salesforce Sales Cloud to manage Seventy7’s sales process, from lead entry through to closed opportunity, ensuring that the system was able to scale with the growth of the business. Reporting was a particular focus, to allow Seventy7 to easily identify growth and pipeline throughout the organisations’ products and locations. Adapt IQ worked with Seventy 7 to understand their current processes and advised how Salesforce could streamline these processes, yet still allow for strategic growth.
1. Understanding their objectives
After establishing full understanding of Seventy 7’s sales and business processes, we were able to advise on the design and technical configuration of their solution. Seventy 7’s reporting and forecasting requirements were also assessed at this stage to ensure the implementation could take full advantage of Salesforce’s integral capabilities in these areas.
2. Defining their Approach
With Seventy 7’s requirements and potential scalability in mind, our solution was established in line with industry best practices. We ensured that our solution would not only support Seventy 7’s Sales Management and Lead conversion processes, but also improve the efficiency and efficacy of these processes.
Adapt IQ customised Salesforce with automations taking the place of repetitive tasks previously performed by the users. Extending this customisation, we created a more versatile and user-friendly system, mitigating any potential issues with user adoption. With focus on the relevant processes, we were able to provide a more controlled, cohesive system for Seventy 7. This ensured data integrity and quality, providing increased and more accurate insight and forecasting capabilities
After providing confidence and initial familiarity with regular touchpoints and ‘show and tell’ engagements, Adapt IQ delivered the solution to Seventy 7 within the planned timeframe. To ensure seamless user adoption, we created fully customised and comprehensive training material, which was delivered to Seventy 7 in a ‘train-the-trainer’ approach in it’s primary use. The training material was then also provided to Seventy 7 to act as a resource for future benefit.
It’s been a pleasure working with Adapt IQ. After deciding to implement Salesforce, we realised that our team wasn’t equipped to configure the platform. The team at Adapt IQ have supported us throughout this process by configuring Salesforce to our needs and expectations. We were even assisted with system training throughout the team. Thank you all so much, and we will definitely recommend you moving forwards