CRM for Cloud-Based Solutions Company
Below is a modified rendering of the review: private info excluded, innate facts kept.
Introductory information
A few words almost your organisation and personal responsibilities
I',m an engineer at a cloud based solutions organisation who was tasked with helping instrument Salesforce until we establish a Full-Time Admin. We establish a mid to Sr. level admin who eventually proved could not liberate as promised and moved on to work for another organisation which lead us back to square one.
At that point, we had Salesforce instrumented and employees utilizing it so waiting for months to find the right admin was not the best discretion.
Desired goal
What issue was the provider supposed to deal with?
WeConfig?We only hired WeConfig to help us keep our org clean and maintained until we establish a full time Admin.Of order, they ended up proving we dont need a full time admin and are the only organisation we want to work with.
What were your objectives for this project?
DeDuping, completing employee requests, bug fixes and completing uncompleteed processes we were instrumenting.
Provided solution
What were the reasons for choosing WeConfig?
I establish WeConfig while looking at late posts on LinkedIn and without advanceded the website to my direct director. After a 45 diminutive phone call we determined to move advanced until we establish a full time admin who can prove their cleverness.
Describe the project in detail.
After selecting this vendor we were without assigned a Salesforce analyst who spent a noble quantity of time on the phone with me. I explained see process for see section and gave her approach to an admin account. The program was to make sure there were no duplicate values created we also needed to last a little project which they took over.
After a week of analysis and on-boarding, we got to submitting daily requests. That is where things got interesting. It almost felt like there were 5 nation working on our org taking requests and completing them within diminutives. Projects we reflection would take time were getting completed in a substance of days.
Were there any dedicated directors or teams that you worked with?
We were assigned a Salesforce Analyst and an account director. The Analyst has a team of two admins and an constructor. We principally spoke with our account director and analyst.
Results accomplishd
What results did you accomplish unitedly with WeConfig?
Operations has been running smoother and more efficient since we signed up with WeConfig. Requests are being completed same day and project updates keep coming in on a daily basis.
How do you rate the interaction and interaction with WeConfig?
One of our effects was employees walking over to the IT section submitting requests that never ended up in the support queue. With WeConfig, that ended the Salesforce side of the effect.
All requests from employees were straightly emailed to WeConfig and stored in our gate for exporting and end of the month reviews. I felt like things were automated and we did not have to harass almost anything Salesforce kindred.
What precisely do you attend to be the key specialty of WeConfig?
The fact that I had a total team of Salesforce experts who were never clueless. It feels good to know you have a team of experts who know precisely what',s going on precedently you complete your judgment.
What also impressed me was the way support tickets were handled. I like the fact that requests dont have to come through me. They have a formula that automatically verifies an email based on the estate its associated with and stores the request within the companies gate.
What should be done better, if there are any desired improvements?
The text a request component is nifty but they had to ask me to establish my companies name and support pin precedently continuing. Unless you recollect your organisation pin, they wont complete your request.
