“PhoneTools mitigates the risk of being fined by the ICO (Information Commissioner’s Office), it is really well embedded in our Salesforce Organisation and it’s one of the best installs you can find on the AppExchange, it is simple and does what it needs to do.”

Stuart Reeves, VP Sales Technology, Ebury

The Use Case

Ebury is a financial technology company, specialising in cross-border payments, FX risk management and short-term lending. Ebury’s unique product offering helps businesses to accelerate their international growth by unlocking capital and protecting their margins. Using innovative products and technology, they are able to bring the kind of service and pricing normally reserved by banks for their largest clients to SMEs. Currently, Ebury works with over 40,000 businesses and organisations around the globe, and has traded over $19bn in foreign exchange in the past 12 months.

💡 If your organisation is making unsolicited live sales and marketing calls to UK numbers, you are legally required to screen these phone numbers against the Telephone Preference Service. Failing to do so can not only risk company reputation but also lead to a fine of up to £500,000 by the ICO. Here are the 5 things you need to know about the Telephone Preference Service (TPS).

Ebury makes millions of outbound phone calls each year and needed a screening solution for their Salesforce environment. Manual screening was time-consuming and prone to human error, so an automated method that wouldn’t require ongoing administration was preferred. They were looking for an easy-to-use, visual solution requiring minimal user training.

PhoneTools from ProvenWorks – The Solution

Ebury discovered PhoneTools on the Salesforce AppExchange and were pleased to see it integrated directly within Salesforce, aligning perfectly with their ongoing goal of systems consolidation. It’s a simple solution that can be placed on any object to flag the record and inform users if phone numbers exist on either the TPS or CTPS databases.

Installation was ‘self-explanatory and easy’, and users only require a single sentence of training to understand the meaning of the PhoneTools traffic-light notifications – vital for rapid onboarding of new staff. Since they make the most of the automated functionality, users already have numbers screened before they go to call them.

Cost/Benefit Analysis

To avoid being fined by the ICO, you need to be compliant with the PECR and screen numbers against the TPS and CTPS databases for anyone you are making outbound calls to. The ICO has the power under PECR to impose a financial penalty on a data controller of up to £500,000. Given that the minimum purchase for PhoneTools is just £100/month this was a ‘no brainer’ for Ebury and why they have remained a valued customer since 2015.

Why Ebury Would Recommend ProvenWorks

PhoneTools is lean and simple, easy to install and maintain, and we always have a positive experience when contacting support. Support queries have been quickly resolved and you always get put through to a real person who understands the product. It’s always a matter of how can we make this work, as opposed to sorry we can’t help here. It is simple and does what it needs to do.

Want to find out more? Get your free trial on the AppExchange today.