The Bacardi Advocacy Team was struggling to effectively manage contacts and events. They lacked the infrastructure required to track customer engagements, had little to no visibility on critical event management information like advocacy, organization and sending out invitations and were struggling to connect their proprietary event impact system in an efficient way.
Our challenge- develop the solution that would enable the Bacardi team to manage their customer relationships, give them the tools to organize events effectively and view historical data, seamlessly integrate their proprietary systems with new solutions and provide one experience across different devices, online and offline.
Our Solution – to use Salesforce to streamline account management, store, clean and maintain client data up-to-date, create an events module that’d give the team increased control over event planning, implement a new email system and provide mobile access to both online and offline users.
How we did it
Our approach had many layers. First, we customized Salesforce using standard features to streamline contacts and account management. Then, we implemented custom development to enable Bacardi to manage events and stay-up-to-date with specific contact details including employment and job titles. Third, we implemented a new email system that would store pre-designed PDFs and contacts, enabling Bacardi to send out invitations to pre-determined lists, easily and efficiently and that would provide them with tracking and performance insights. And finally, we set up Salesforce1 to give users mobile access and implemented an offline iOS app for users with intermittent or no internet access.
What we used
Force.com, VisualForce Pages, Salesforce1 Platform, Chatter.
As a result of our efforts, the Bacardi Advocacy Team could now effectively manage their contacts, events and track performance KPIs on a local and global scale. The team was thrilled to be able to log all of their calls and customer interactions, have visibility into historic data and detailed contact information, organize events and send out invites without stressing over content creation and audience segmentation and finally, having access to reporting across their organization.