TCS John Huxley

Advisory Services, Consulting Services, Implementation, Implementation Services

Before implementing Salesforce, TCS John Huxley employees would have to manually input data into Microsoft Excel, send reports via email, or scan documents and place them inside a shared drive. The process of manually inputting this amount of data proved to be inefficient and inaccurate. The decision was made to implement Salesforce as a CRM to replace their outdated and broken system. Unfortunately, their first implementation partner was unable to help. We came in to save the deal, implement Salesforce, and offer the necessary consulting and training to make sure the entire project was a success.

In order to ensure customer satisfaction, we took the time to understand TCS John Huxley’s goals and concerns. Budget was one such point, which is why TCS John Huxley originally decided to use Salesforce Professional edition. Whereas most implementation and consulting firms just recommended upgrading to Enterprise, the holistic approach used by our team allowed for a solution that worked within the allocated budget. Moving to Salesforce required cleaning and importing a lot of data from various sources. Custom fields and custom objects were created to house the necessary data. And price books and products were added so that future opportunities could be made quickly and sales reports could be generated easily. As a result of the work we provided, Salesforce is now implemented and adopted across all of TCS John Huxley’s major departments. The company is able to track all cases and tickets, which allows for a higher level of customer service and satisfaction. Dashboards and reports are now being utilized across the entire organization, giving key team members real-time access to their performance.