British Telecom

  British Telecom (BT) is the major provider of telecommunications networks and services in the UK. With over 1 million customers, BT Business handles the diverse communications needs--telephone, broadband, fiber security, cloud, etc.—of a wide range of companies.

“Data is key to us. It’s vital that we have visibility into the bids and a consolidated view. We needed a single Salesforce dashboard for bids, and effectively went from a two week manual process to a daily automated feed, which was a significant change, and the feedback has been tremendous.”

Chris Hammond

Project Director, BT Business
Business Need
  • Streamline and accelerate executive decisions by unifying reporting across nine Salesforce instances deployed across multiple business units.
    • The manual process of bringing data in from multiple sources left executives with delayed and insufficient insights into high bid opportunities.
    • 14 day process to develop code necessary to transfer and transform data.
    • Loading and extraction of crucial sales data, including win/loss reports, prospect management and contract information between flat files and Salesforce.
    • All data to go into one org for single BT Business wide dashboard
    Solutions & Results
    • Consolidate bid reporting into a single Salesforce dashboard.
    • Provide bid data at the exact moment it is needed.
    • Turn a manual process that previously took two weeks and considerable development into an automated daily feed.
    • Automation of data feeds, data retention policies, housekeeping, etc.

    Products & Services


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