Case study
360 Resourcing: from spreadsheets to one sales platform
The challenge
360 Resourcing works across technology, advertising, traditional headhunting and more, with a large team of consultants and IT developers. Its sales activity was tracked in Excel, reports were pulled together by hand, and data had to be entered twice, once in Engage and again in Sage.
With weak validation in place, the team could not fully trust its data.
Our approach
We moved all the data from the legacy system into a Salesforce structure designed to adapt as the business develops. Lead, opportunity, account and contact management now sit on one platform, with automated workflows to keep things moving.
We implemented Account Engagement, joined it to Sales Cloud and set up automated engagement programmes. A custom quoting tool makes producing quotes quicker and simpler.
The outcome
The team has a single view of each customer and its opportunities, with marketing and sales joined up. Shared data and automation have streamlined day-to-day work and helped improve customer retention, and the business has kept its data quality high since go-live.