Our Solution
1. Understanding their objectives
With a thorough and proven discovery process, Adapt IQ fully understood Cannon Events business processes and requirements. As such, we were able to advise on the design and technical configuration of Salesforce Sales Cloud to target their pain points and provide an integrated solution, with a centralised source of client data, activities and communications.
2. Defining their Approach
Our solution utilised the in-built Salesforce Outlook Integration to bring together the teams tasks, calendar events, and emails, with bi-directional syncing between Salesforce and Outlook, in real-time. Adapt IQ improved Cannon Events’ productivity and team alignment by providing a unified view of client accounts and contacts, with crucial data surfaced for each record. This allowed Cannon Events to continue with their existing processes, but drastically improved their efficiency.
3. Customisation
Adapt IQ ensured that Salesforce was configured to allow Cannon Events to work at their traditional high cadence, with a streamlined interface allowing their team to access, and record data in minimal time. We created automations to negate the need for repetitive, manual entry of data, further saving the team time in their day-to-day activities. Reports and Dashboards were configured to provide insights into the client base, allowing the team to contact the right customers at the right time, and use customer profiles to identify suitability and interest for upcoming events.
4. Delivery
Adapt IQ were able to provide confidence and familiarity with Salesforce for Cannon Events, by hosting regular touchpoints throughout the engagement. These ‘show and tell’ touchpoints showcased the work in progress, and allowed Cannon Events to have crucial input into the solution. Adapt IQ provided a data template to Cannon Events to allow us to seamlessly import their existing data, as well as providing the tools and training for Cannon Events to import their data in the future.
To further ensure adoption, Adapt IQ created fully customised and comprehensive training material, and delivered to the Cannon Events team in an interactive session. The training material was then also provided to Cannon Events to act as a resource for future benefit.
