“just what we asked for”
Client: United Bible Societies
Location: Global with an operational HQ in Swindon, Wiltshire
Type of Project: Salesforce Implementation
When project completed: 2014
As an umbrella organisation for some 200 other societies, the Wiltshire-based team were looking for something that would work globally, in multiple languages and be easy to use for staff with variable IT skills. Critically, they wanted to integrate existing tools such as their cloud-based email system and content management system.
Why they asked for support
Purple Vision first worked with United Bible Societies in December 2010 when we undertook some database consultancy with them. Later in 2012, we undertook a CRM Vision and Signposting task for them, recommending Salesforce as the best tool to meet their needs. Critically, this included the need for a globally accessible tool. When the time came to roll out the implementation plan in the Signposting report, we were delighted to be invited in further to deliver this for the team.
What we did
Our experience shows that a phased approach works to large scale roll out of a new CRM system. It allows clients like UBS to take stock between each phase. It also allows for people time to accommodate changing priorities and as they see the potential for the tool after their training. We spent time with the team to plan and map data, business processes and look at data integration.
A lead individual was identified to support roll out and act as the organisation contact point during and after roll out. The Purple Project team consisted of various Salesforce specialists, to support particular areas of development and delivery – such as business process engineering and data importing.
Our training expert supported global training by being leading online training in local time zones to best suit the needs of the various offices involved, and pitching the training to allow for language and technology skill limitations.
How the client benefited
Having a committed project team has allowed communication throughout the project to be smoother and keep the project focused and on schedule.
While this takes internal resource, it does bring a richer knowledge and understanding of the system across the organisation as internal experts and advocates help share the benefits with colleagues and see the potential for further developments. These elements are important for embedding the cultural changes that an organisation goes through when it implements a new system.
Feedback from the client
“No database project is without hiccups along the way but it is the end result which is important – and we have just what we asked for”
Hamish Bruce, Communications Manager, Global Mission Team – United Bible Societies
Purple Vision are also supporting the roll out of Salesforce in other local Bible Societies, working on a large scale Global Digital Project and trailing marketing automation software to support leads generated through a range of sources to community, engagement and fundraising activities.
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