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.”
Project Director, BT Business
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.
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