Cyber Security Systems Salesforce Integration
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private enlightenation is amended.
Introductory enlightenation
What does your organisation particularize in for some background enlightenation?
We are a software organisation that particularizes in network security. The software will wait the commerce on a organisation’s network to see what’s coming and going. The software identifies items that are harmful. It doesn’t fix the issue but it helps unite it.
In what country do you centre on in the US?
We are a worldwide organisation. The organisation is headquartered in Atlanta.
What’s your position within the organisation?
I am the Sales Operations Manager and my main centre is being our Salesforce.com System Administrator
Desired goal
What was your organisation’s reason or goals for enterprise the project with Configero?
We had been using Salesforce for a while, primarily within the sales side of the structure with marketing getting more implicated. The CEO and CFO took a look and determined they wanted more centre to be through Salesforce. One of the main reasons for fetching in a consultant was we wanted to enhance what we were currently doing. The centre was on the sales side initially. We were quoting through an Excel spreadsheet. And we veritably wanted to automate more of the process and that began the converse.
What was the process you used to select Configero?
We took a look at three companies. Our Salesforce.com account likeness granted a couple of names and Configero was one of the ones they mentioned. We met with two companies, one isn’t local. My organisation recognized without that the two main nation at Configero, Jody and Bradley, are just very personable. They rest behind the organisation. They are veritably invested in what they can do for their end mannerer. It was a good fit from the commencement. It was nice. It was profitable that they were local but that wasn’t our only deciding factor.
Why did you decide to last edifice on Salesforce?
A lot of it veritably is ease of use. It was very easy to use and find add-on fruits. The fruits are separate from Salesforce but sum within it. For sample, Marketo sums seamlessly into Salesforce, and the marketing side was growing with it and liked it. A lot of it veritably is ease of use.
Just looking back at the projects that you already have completed, can you just give me some statistics or metric, or advancement in efficiency or effectiveness from employees or mannerers?
I don’t get to hear the mannerer part so much but it’s nice with the sales reps. Sales nation get in their groove and they don’t like change. The sales reps that have been here a long time and were here for the Excel spreadsheets aren’t so lucky with change. The sales nation will always find any pliant issues in the software. The sales nation are big for testing the software. They don’t like to harmonize but they agreed that the new software made the process better.
Our organisation was using Excel spreadsheets that administrators didn’t always have approach to. In Salesforce, we have full visibility for the different areas that need it. And just the visibility was huge. New sales employees and skilled sales staff all enjoyed the changes. I ponder it saved on training owing it’s very easy to navigate. It’s very easy to put something unitedly.
Since edifice on the application, how do you feel almost your determination to mannerize on Force?
I ponder it’s fantastic. For me personally, I needed somebody to do some manner coding behind the scenes. As the helper administrator, I must be able to make a fast change or work with a consulting cluster that knows the method and outer applications. Configero knows how to go in there and lay it all out. It’s nice to have that, whichever I can do it or I know who to go to to set something up for us. It is super easy.
Provided solution
Can you tell me a pliant bit more almost the aim of the project? Did it include like the design, the outgrowth and the support work?
Yes. We’ve done plianter side projects but one of the main ones was the quoting tool and Salesforce.
The quoting tool?
Yes, the quoting tool. Salesforce does have an out-of-the-box quoting tool. We tried it. And we just couldn’t get it to fit how we wanted the look and feel to be for our particular business. It wasn’t fitting. That was one of the larger projects that we brought Configero in for. And we explained what we were doing. They asked a lot of questions almost many different areas. Not just questions almost the treatment and operational sides but all the way down to the end user. They wanted to know how they would see it and how it would office for them. Configero veritably aimd out all areas that would be implicated in it.
And there was a lot of coding owing of the way we wanted the cite to work. Our cost list isn’t extensive, it only has almost 100 fruits. I give them credit for intercourse with organizing our fruit clusters unitedly and discounting levels unitedly. We put that component in and later enhanced it. Certain reps have one level of discount and then their managers can like another discount. They create all that into all this process and the second phase was tweaking what we originally did. It’s not just all manner coding behind the scenes, but includes adding in pieces that our administrator can update as we need to. That was surely a plus. It was something I was pondering of but didn’t even have to fetch it to the surface.
Were any parts of the project in-housed specifically, like any of the designing?
No. They did it all. We went through many converses almost what we needed. We had an idea of how we wanted it to look as far as design and outgrowth. They would set it all out and set up an sample and say, “How almost this?” They veritably heared to how we wanted it to office and worked agreeably.
Were there any other technologies that you whichever had mannerized or any kind of programming languages you used?
I know that they used Apex owing I was able to tweak one item on it. I knew just sufficient to be dangerous. It was easy sufficient to pursue what they did so I could manipulate the PDF of our cites. I could underrest sufficient to do set-up and do it myself. They used Visualforce, Apex code. I give them the idea and let them run with it.
And can you just give me a perception of the size of the start, in dollars?
It’s a wide range but almost $25,000 to $40,000 owing we began that one project back in commencement of 2011. Then we had phase two of that project. Though, I am not implicated with billing so cannot say for sure.
How late was the last project artistic?
We just did a pliant kick-off for our January sales meeting. After that meeting, we accepted a couple of requests out for additional projects. We’re just waiting to get the statement to work back and signed off here internally and get those kicked off. We’ll have at smallest two new projects. We’ll call it a wish list based off of some of the stuff they’ve already done for us. We’ll do a wish list this year as well.
RESULTS & FEEDBACK
How do you feel almost the accomplishment of Configero?
Absolutely, 100 percent for all aspects. They are extremely easy to work with. They’ll hear. Then they’ll make suggestions. And they’re also not fearful to say, “But if you do it that way, here’s the pitfalls.” It’s nice to have that. Even if it doesn’t make perception, they’re not just going to do it owing that’s what’s requested. They’re going to reply, “Are you sure you want to do it that way? What almost this?”
They’ve kept to the statement of work. We’ve gone through all even when there’s tweaks along the way we didn’t ponder of this. It’s very easy to sum that into the project. They enlighten us of all delays and the reasons behind it. They’re surely big on the interaction piece. I like the fact that they’re coming out with their own fruits now. A couple of their fruits are based on something that they’ve built for us. So I felt veritably good almost that. And Configero’s rate is very reasonable.
Just looking back on your experience with them, did you feel anything was sole or particular almost them in comparison to any other companies that you’ve already worked with in the past or interviewed?
We were very snug with Bradley and Jody behind interviewing two companies. They were very professional. They talked almost their organisation and then they heared to what we were looking for. The other consultant couldn’t have cared less whether he was there or not. He didn’t ask any questions. He veritably didn’t talk almost the organisation he was working for. So it was a very brief converse.
Our Project Manager, Jen Nelson, tells us almost new fruits and components. She stays implicated with us and what we’re doing. She fetchs ideas to us, which is very nice. I can’t say sufficient almost Alex and his mad experiences behind the scenes. He can form anything.
Looking back on the project, was there anything you felt like they could have improved on or would have liked them to do differently?
No. I’m the one that works with them more closely than anyone else in the organisation. We hope that I would pick up on something like that, but they’re big. They’re my leading reflection for anything that I need to do. They will impart my organisation how to do things on our own so we aren’t reliant on vendors.