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CAFOD achieves data accuracy with AddressTools

by Baibhavi Karki in AddressTools Success Stories February 14, 2025

“AddressTools is a great product for UK address data and many other countries too, with solid day-to-day support and development that keeps pace with Salesforce innovation.”

— Jonathan Spink, Salesforce Developer, CAFOD

CAFOD stays mission-focused with clean Salesforce data

CAFOD is an international development charity who reach out to people living in poverty with practical help, whatever their religion or culture. CAFOD is the official aid agency of the Catholic Church in England and Wales and part of Caritas International.

With a multi-cloud Salesforce implementation in place, CAFOD needed to make sure that incoming data was clean so that it could be used effectively and efficiently for various processes including outbound mailing.

CAFOD had data goals for their Salesforce CRM

Like with many organizations, CAFOD needed quality address data to succeed in their wider processes. They needed a solution that was easy to use and reasonably priced against similar options for their volume of queries.

Successful mailing

CAFOD needed to have reliable address data for the UK and a variety of other countries to ensure that mailing was delivered to stakeholders.

A single source of data

They wanted to create a positive experience for their Salesforce users who were inputting new address data. CAFOD wanted a tool that was easy to use that would empower users to clean up address data at the point of entry, giving them a Salesforce org with data they could trust.

Clean underlying data for other tools

Good address data would also mean an easier ability to cross-reference other datasets that give contextual information on a district or locality.

A fast time to value

“In terms of training users, they were up and running straight away.”

— Jonathan Spink, Salesforce Developer, CAFOD

Once installed, AddressTools provides a Lightning component that can be placed on any Lightning page, with a one-click ‘Verify’ button for users to check the address against postal authority data e.g. Royal Mail for UK addresses. If there is any ambiguity during the address search, AddressTools lists all possible verified options for users to choose from.

As an end user, they might not even realize they’re using another tool thanks to its Salesforce-native interface!

Running operations with clean address data

“AddressTools tackles CAFOD’s specific challenges by providing an easy-to-use interface and datasets.”

— Jonathan Spink, Salesforce Developer, CAFOD

With AddressTools implemented in their Salesforce org, CAFOD users can verify addresses against local postal authority data from around the world e.g. USPS for USA and Deutsche Post for Germany, all directly in Salesforce on the record!

Not only does CAFOD have a straightforward user experience to input accurate data, but they can have confidence that mailings will reach their supporters around the world.

Even more fundamentally, CAFOD has a strong data backbone in Salesforce that they can trust, meaning they can leverage the full power of their multi-cloud Salesforce implementation as well as other integrations and data sets. It all starts with good data!

Why CAFOD recommends ProvenWorks

Jonathan shares his experience of working with the ProvenWorks team and using AddressTools:

“The ProvenWorks team is always helpful and responsive. AddressTools is a great product for UK address data and many other countries too, with solid day-to-day support and development that keeps pace with Salesforce innovation.”

Discover the power of AddressTools

AddressTools is an award-winning package for Salesforce that helps you standardize, validate, and verify your address data. Book a demo to see AddressTools in action with our team.

Book a Demo

Got questions? Chat to us!

Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.

AssuredPartners Aerospace elevates their address data accuracy with AddressTools

by Baibhavi Karki in AddressTools Success Stories December 23, 2024

“AddressTools is a no brainer decision. First of all, the solution just works. It is simple to use. And the Customer Service and Support is excellent. I can’t recommend this product enough.”

— Rusty Wissmiller, SVP – Aerospace Operations at AssuredPartners Aerospace

Transforming address data for a leading aviation broker

AssuredPartners Aerospace, the largest General Aviation Broker in the United States, provides insurance solutions across the entire aviation ecosystem, excluding airlines. Headquartered in Colorado, AssuredPartners Aerospace has been on a mission to streamline their operations and improve their CRM data accuracy.

The challenge: ensuring accurate address data

AssuredPartners Aerospace faced significant issues with incorrect and incomplete address data in their Salesforce CRM. During a mass mailing campaign, it took four hours to clean up the address information, highlighting the need for a more efficient solution to verify addresses before they were entered into the system.

The solution: implementing AddressTools for instant address verification

It was crucial for AssuredPartners Aerospace to find a tool that seamlessly worked in Salesforce OmniScript as well as their standard Account entry. For them, AddressTools was the comprehensive solution that would not only verify addresses against the USPS database but also offer prefill functionality for their users and customers at point of entry.

Effortless integration and minimal training

Integrating AddressTools into their Salesforce environment was a straightforward process. The solution’s intuitive design meant that users required virtually no training. AddressTools suggests only verified addresses to users and automatically corrects and standardises the address fields upon address selection, significantly reducing manual entry errors.

Immediate impact and tangible results

“A big win for our company.”

— Rusty Wissmiller, SVP – Aerospace Operations at AssuredPartners Aerospace

AddressTools has delivered substantial improvements for AssuredPartners Aerospace:

Time savings: The time-consuming task of cleaning up address data for mailings has been eliminated, thanks to AddressTools’ verification at point of entry to Salesforce.

Enhanced data quality: AddressTools ensures that every address entered is a verified, deliverable address, sourcing data from the USPS as well as global postal authorities. The solution also enabled them to clean up all their existing addresses in their Salesforce org in one batch cleanse. This provides AssuredPartners Aerospace with reliable data for mailing, reporting and assignment processes moving forwards.

Operational efficiency: AssuredPartners Aerospace manages a large volume of online traffic, including four key address collection areas. AddressTools streamlines data entry for clients in particular, reducing human error and data entry time.

Why AssuredPartners Aerospace recommends ProvenWorks

“ProvenWorks support has been fantastic. They are very responsive and have been able to easily solve our problems so we can move forward.”

— Rusty Wissmiller, SVP – Aerospace Operations at AssuredPartners Aerospace

AssuredPartners Aerospace has experienced exceptional support from the ProvenWorks team. The responsiveness and effectiveness of ProvenWorks’ customer service have been pivotal in their decision to integrate AddressTools into their new Salesforce project.

Discover the power of AddressTools

AddressTools is an award-winning package for Salesforce that helps you standardise, validate, and verify your address data. Book a demo to see AddressTools in action with our team.

Book a Demo

Got questions? Chat to us!

Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.

RocketPhone.ai streamlines outbound sales compliance with PhoneTools

by Baibhavi Karki in PhoneTools Success Stories August 5, 2024

“From a regulatory point of view, a large part of our outbound sales motion involves calling prospects who we haven’t spoken to before. Without PhoneTools, we would have no idea who has registered themselves on the TPS and we could risk serious fines.”

– Sam Gillingham, Marketing Director & Co-Founder, RocketPhone.ai

About RocketPhone.ai

RocketPhone.ai is a leading voice platform for Salesforce, enabling businesses to capture, analyse and action conversations across their organisation. From contact centres and inside sales to field sales and service teams, RocketPhone.ai empowers businesses to maximise their communication strategies.

Cold calling compliance

💡 If your organisation makes unsolicited live sales and marketing calls to UK numbers, you are legally obliged to screen these phone numbers against the Telephone Preference Service (TPS). Failure to do so can harm your company’s reputation and result in fines of up to £500,000 from the Information Commissioner’s Office (ICO).

The TPS is the UK’s only official ‘Do Not Call’ register for landline and mobile numbers, allowing people and businesses to opt out of unsolicited calls. This free service currently contains millions of UK phone numbers, with a separate register for businesses called the Corporate Telephone Preference Service (CTPS). It is illegal to call any number registered with the TPS or CTPS without explicit consent, or unless the call meets specific criteria.

For more info: Here are the 5 things you need to know about the Telephone Preference Service (TPS).

The challenge for RocketPhone.ai

RocketPhone.ai makes outbound sales and marketing calls to new prospects and discovered they needed a screening solution for the Corporate Telephone Preference Service to stay compliant with UK privacy law. They needed a quick-to-install, easy-to-use solution that demanded minimal user training.

Discovering PhoneTools

RocketPhone.ai found PhoneTools on the Salesforce AppExchange and they were impressed by its seamless integration with Salesforce. This solution aligned with their goal of starting to screen numbers as quickly as possible, with the bonus of keeping the process inside Salesforce. PhoneTools offers a simple component that can be added to any Salesforce object to quickly show users if phone numbers appear on the TPS or CTPS databases.

Implementing PhoneTools

“Installation was straightforward and training users took no time at all. Quite literally our internal users were trained on PhoneTools in under a minute.”

– Sam Gillingham, Marketing Director & Co-Founder of RocketPhone.ai

The PhoneTools traffic light UI clearly indicates the status of each phone number, making it easy for sales reps to identify whether a number is safe to call.

Efficient compliance and seamless integration

RocketPhone.ai’s team quickly adapted to using PhoneTools, appreciating the manual and automated functionality the solution offers to ensure numbers are screened before calls are made. The solution integrates neatly with Salesforce and their own CTI solution RocketPhone.ai, meaning their internal users can see the phone number’s status and be alerted before calls are placed, without any additional steps in their sales process.

See how PhoneTools works with RocketPhone.ai’s Salesforce CTI >>

The impact of PhoneTools

Since implementing PhoneTools, RocketPhone.ai has screened over 2000 contacts in just two months. This proactive approach has enabled them to avoid significant fines and stay compliant with UK privacy law.

Cost/benefit analysis

Compliance with PECR (Privacy and Electronic Communications Regulations) is essential for avoiding ICO (Information Commissioner’s Office) fines, which can reach up to £500,000. RocketPhone.ai started out using PhoneTools Free, which enabled them to screen 250 records monthly at no cost.

As their outbound sales motion scaled, RocketPhone.ai moved to purchasing more credits to screen more records. Given the cost-effective nature of PhoneTools, RocketPhone.ai found it to be an invaluable investment for ensuring compliance. The minimal monthly expense is justified by the significant risk mitigation it provides.

As Sam Gillingham puts it:

“You need to get PhoneTools ASAP – why would you want to risk your business £500k?”

Why RocketPhone.ai recommends ProvenWorks

PhoneTools is not only easy to install and maintain but also delivers a clean and cost-effective method for TPS and CTPS screening. Plus the support ProvenWorks offers customers is best in class.

“Very personal, very accommodating and very helpful. Much nicer than other software which involves self-service or bots. I like working with humans!”

– Sam Gillingham, Marketing Director & Co-Founder of RocketPhone.ai

Get compliant with PhoneTools for free

Whether you’re making live unsolicited sales and marketing calls to businesses or individuals in the UK, it’s vital to screen your phone numbers against the Telephone Preference Service. PhoneTools offers a seamless, in-Salesforce solution for staying compliant.

Start screening up to 250 records monthly with PhoneTools Free today.

Get started

InnovMetric standardises their Salesforce address data with AddressTools

by Ruth Cawdron in AddressTools Success Stories March 21, 2023

“AddressTools is easy to use, robust and has great support, so there is no reason not to use it!”

Stéphane Houle, Web Operations Supervisor, InnovMetric Software Inc

Standardising their Salesforce address data means that InnovMetric can effectively leverage their CRM

The history of InnovMetric is one of technological innovations and passion for 3D measurement in which a talented software development firm headquartered in Quebec City, Canada, leverages its key partnerships with industrial manufacturing giants to become a multinational with a direct presence in 17 countries. During the first 25 years of their business journey, they’ve pioneered point-cloud-based inspection, invented the concept of a universal 3D metrology software platform, and introduced the most user-friendly CMM sequencing workflow ever designed.

InnovMetric are now massively investing in creating the next-generation digital data and process management technologies that will bring 3D measurement data at the heart of enterprise processes to significantly reduce time-to-market and fabrication costs.

As an international company handling multiple languages, InnovMetric faced issues with their address data that prevented them from leveraging the full power of their Salesforce CRM.

The challenge: standardising address data for reporting and assignment

Salesforce users at InnovMetric were entering address data in different languages, scripts and formats. This resulted in unstandardised data, particularly around state and country values. All of this inconsistent data meant that InnovMetric couldn’t fully leverage functionality in Salesforce that depended on address data – such as filtering reports and assigning accounts.

The solution: implementing AddressTools with zero onboarding time

Web Operations Supervisor, Stéphane Houle described InnovMetric’s AddressTools implementation:

“Very easy! Once set up, we only need to keep our ‘Alternative Country/State Names’ lists up to date every time a new name variation comes up, which takes 5 seconds.”

The AddressTools package includes customisable Alternative State and Country Names.

When asked how long it took to train users, Stéphane added:

“0 minutes – everything is automated and they’re only aware that State and Country names may be automatically corrected after they have entered them.”

Since AddressTools is native to Salesforce CRM, InnovMetric users are not even aware that a solution is at work!

The results: running operations with clean address data

“I can say with confidence that not having AddressTools would make our processes much less efficient, since all Account/Lead assignment is based on the Country field and could not be managed automatically if those names had not been standardized.”

With AddressTools in place, InnovMetric can clean up and maintain consistency in their address data, helping them grow trust in their Salesforce CRM as their single source of truth.

Pulling clean, trustworthy reports

InnovMetric has in place a solution that automatically cleans up and standardises their address data in Salesforce. When filtering by state and country data, their reports are consistent, easy to create and trustworthy.

Account and Lead assignment success

By determining a singular state and country value format, InnovMetric removed inconsistent variables that prevented their account and lead assignment automation from running. With standardised address data, InnovMetric can ensure their assignment processes that are dependent on address data work consistently.

Trust in their CRM

InnovMetric don’t waste time thinking about all the possible exceptions that might disrupt their reporting and assignment processes.

Why InnovMetric recommends ProvenWorks

Stéphane shares why InnovMetric has worked with ProvenWorks since 2010:

“I always receive great support whenever I reach out. ProvenWorks is definitely top tier in response time. AddressTools is easy to use, robust and has great support, so there is no reason to not use it!”

AddressTools

AddressTools is our award-winning package for Salesforce to help you standardise, validate and verify your address data.

Find out more

Standardise your data with AddressTools

Let’s discuss how you can use AddressTools to standardise your address data in Salesforce! Book a demo to see AddressTools in action on a live demo with our team.

The Renfrew Center stays mission-focused with clean address data thanks to AddressTools

by Ruth Cawdron in AddressTools Success Stories January 19, 2023

“The customer service has been excellent – a team who goes above and beyond.”

Teri Curtin, Business System Analyst, The Renfrew Center

Working with clean Salesforce data means that The Renfrew Center can focus on its mission

The Renfrew Center has been the pioneer in the treatment of eating disorders since 1985, with a core focus of empowering women to change their lives. As the nation’s first residential eating disorder facility, Renfrew has helped more than 85,000 adolescent girls, women, transgender, and non-binary individuals move towards recovery by providing them with the tools they need to succeed in recovery and in life.

The Renfrew Center was challenged by data management issues. They wanted to ensure that the mailing addresses of their person accounts in Salesforce were clean so that they could focus on effectively communicating their mission.

Clean address data for business operations

The Renfrew Center needed quality address data for a number of different reasons.

Data management

The Renfrew Center was looking for a solution that could resolve CRM data issues. They wanted to have better trust that the data in their Salesforce org was a single source of truth. They needed a way to effectively and efficiently capture accurate address information.

Marketing mailings

They wanted to be able to verify the addresses of bulk mailing lists before sending out marketing materials to ensure successful delivery, reduce failed delivery costs and build important channels of communication with referring clinicans.

Reporting

They wanted to use the ‘County’ field for reporting in order to make business decisions, so therefore needed to be certain that this data was accurate.

Implementing and onboarding staff quickly

“It’s super easy to use AddressTools.”
Teri Curtin, Business System Analyst, The Renfrew Center

Once installed, AddressTools provided a solution that would empower The Renfrew Center to manage their address data. Since AddressTools is native to Salesforce, it only took minutes to train team members on how to use the tool.

Running operations with clean address data

“AddressTools allows for quick address validation and less time cleaning up incorrect or insufficient address data.”
Teri Curtin, Business System Analyst, The Renfrew Center

With AddressTools in place, The Renfrew Center is able to clean up and maintain accuracy in its address data, helping them grow trust in their Salesforce CRM as their single source of truth.

When sending out marketing materials by mail, they are confident in the fact that their communication will reach the intended audience.

Thanks to AddressTools, The Renfrew Center can now be confident in the accuracy of its address data as the basis for reporting, improving business analysis and decision making.

Why The Renfrew Center recommends ProvenWorks

In her own words, Teri shares why The Renfrew Center has worked with ProvenWorks for the last six years:

“The support team is always quick to respond, helpful and pleasant to work with. AddressTools has worked as expected and helps tremendously with data management. The Customer Service has been excellent – a team who goes above and beyond.”

Learn more about The Renfrew Center

Find out more and support the important work of The Renfrew Center to empower individuals struggling with an eating disorder.

Clean up your data with AddressTools

Get in contact with us to discuss how AddressTools could be your in-Salesforce solution for exceptional address data quality. It’s that simple.

AddressTools

Our award-winning package for address validation, standardisation and verification. Learn more and book a demo.

Find out more

Back 2 Work, BCOE centralises their subcontractor data in Salesforce thanks to Impowr

by Ruth Cawdron in Impowr Success Stories December 6, 2022

“Impowr (formerly SimpleImport) solves something that’s not possible out of the box.”

Jeremy Bruce, Information Systems Analyst, Back 2 Work, Butte County Office of Education

Promoting Salesforce as a single source of truth

The Back 2 Work program, run by Butte County Office of Education (BCOE), is a transitional employment program for underserved and disadvantaged adults.

With a number of subcontractors collecting client data on disparate spreadsheets, Back 2 Work wanted to use their new Salesforce CRM implementation as the centralised place for this information. Back 2 Work needed to enable subcontractors to upload spreadsheet data to Salesforce through an Experience Cloud digital experience – something that out-of-the-box Salesforce does not offer.

Importing subcontractor data on a digital experience

Subcontractor spreadsheet data was siloed, and each contractor used their own formatted spreadsheet. There was no way for Back 2 Work to report on the data without manually looking at vast numbers of disconnected and unstandardised spreadsheets.

A new Salesforce CRM implementation

Back 2 Work chose Salesforce CRM as their single source of truth for this client data. Once the data was in Salesforce, Back 2 Work could create real-time visual dashboards of their subcontractor data, enabling the team to report accurately and make informed business decisions.

The main hurdle was getting the subcontractor data into Salesforce.

Using Impowr on a Salesforce digital experience

Back 2 Work, at the recommendation of their implementation partner, leveraged Impowr by ProvenWorks.

With the solution configured and the data import ‘mapping’ saved, all the team had to do was place the Impowr Lightning component on their Digital Experience. Subcontractors could drag and drop their spreadsheet files into the component for a fast and secure import.

Impowr compliments Back 2 Work’s custom solution for standardising spreadsheet data. Together with Salesforce CRM, Back 2 Work has a successful implementation for empowering their subcontractors to import their data to Salesforce via a digital experience.

Expanding out-of-the-box Salesforce

Now, Back 2 Work can confidently report on accurate client data in Salesforce and use this data to shape their strategy. Their crucial import requirement is solved without requiring subcontractors to visit third-party websites or download external tools. The subcontractors don’t even have access to the import configuration within Impowr – it’s preconfigured for them!

From spreadsheets to a world-class CRM

With Salesforce CRM in place, Back 2 Work is digitally transformed. They’ve moved from working with disparate Excel spreadsheets to operating on a leading Customer Relationship Management platform. Alongside this powerful functionality, Back 2 Work has leveraged the power of the Salesforce ecosystem. By working with an experienced Salesforce system integrator partner and a Salesforce independent software vendor (us!) to fulfill their requirement of importing spreadsheet data to Salesforce through a digital experience.

Empowering external users to import to Salesforce

Back 2 Work has found a solution that enables subcontractors to import their own data themselves, saving precious admin time while keeping the import process secure and simple.

A quick to adopt solution

Thanks to Impowr’s preconfigured drag-and-drop component, Back 2 Work has in place a scalable method for centralising client data from their subcontractors. If their list of subcontractors expands, Back 2 Work doesn’t need to worry about changing the process since little onboarding time is required.

Why Back 2 Work recommends ProvenWorks

BCOE Information Systems Analyst Jeremy Bruce says: “We didn’t have many support requests as an end customer. When we asked for help with configuration, together we solved it.”

Do you need to import data via a Salesforce digital experience?

Do you have external users who need to import spreadsheet data to Salesforce via a digital experience (community)? Whatever industry you work in, Impowr is the only plug-and-play solution in the Salesforce ecosystem that has got you covered!

Get in contact with us to discuss how Impowr could be your solution for data imports on a Salesforce digital experience. It’s that simple.

Find out more about Back 2 Work

Learn more about the Back 2 Work program and the vital work they do in California.

Learn more

B. Braun Medical stays compliant whilst reaching out to healthcare organisations thanks to PhoneTools

by Ruth Cawdron in News PhoneTools Success Stories October 13, 2022

B. Braun Medical stays compliant whilst reaching out to healthcare organisations thanks to PhoneTools

“With PhoneTools, we found that around 20% of doctors surgeries and health centres are registered on the CTPS, meaning they have opted out of live marketing calls.”

Matthew Metcalfe, Business Technology Manager, B. Braun Medical Ltd

Watch B. Braun Medical’s success story

Don’t just take our word for it! Watch what Matthew Metcalfe, Business Technology Manager at B. Braun Medical Ltd had to say about choosing to use PhoneTools for their CTPS screening.

Finding a new process for connecting with healthcare organisations

B. Braun develops effective solutions and guiding standards for the healthcare system in a constructive dialog with their customers and partners. B. Braun Medical Ltd. is a subsidiary of the B. Braun Group and is one of the leading providers of international Healthcare products in the UK.

As part of a changing healthcare landscape since COVID-19, B. Braun needed to establish a new business process to reach out to healthcare organisations safely whilst staying compliant with UK privacy laws.

B. Braun needed to call healthcare organisations

Before the COVID-19 pandemic, B. Braun, like many medical technology companies, would connect with healthcare organisations by having reps visit locations in person. Since COVID-19, the preferred approach for connecting healthcare product providers and healthcare organisations has shifted away from in-person.

With phonecalls becoming the first point of contact, B. Braun needed a new process in place.

Staying compliant with UK privacy laws

Since the arrival of the Privacy and Electronic Communications Regulations (PECR) which sit alongside the Data Protection Act and GDPR, it is illegal for UK entities to cold call people and businesses who have opted out of unsolicited live sales and marketing calls. This opt out register is called the the Telephone Preference Service (TPS).

B. Braun needed to be able to quickly screen healthcare organisation phone numbers against the Telephone Preference Service to check if their reps could call them for marketing purposes.

Keeping users on the Salesforce platform

Well-embedded on the Salesforce platform with a multi-cloud implementation, finding a solution that enabled B. Braun to build their marketing call process on Salesforce was a big win. They looked at directly licensing the Corporate Telephone Preference Service (CTPS) themselves as well as searching on the AppExchange, which is when they found PhoneTools by ProvenWorks.

Implementing and onboarding staff quickly

“It took almost no time at all to train our users; the concept takes longer to explain than the app.”

Matthew Metcalfe, Business Technology Manager

Built for the Salesforce platform, PhoneTools has a user-friendly component that can be placed on any object to screen the record’s phone numbers. After either a manual or automated screening job, PhoneTools shows the status of each phone number using a simple traffic light system.

With PhoneTools in place, B. Braun reps can clearly see at a glance, without leaving the Salesforce platform, whether the healthcare organisation is registered on the Corporate Telephone Preference Service database or if it is safe to call.

Making marketing calls with a seamless compliance process

“PhoneTools provides us with an easy, simple and incredibly clear method of showing the preference of healthcare organisations to receive marketing calls.”
Matthew Metcalfe, Business Technology Manager

Since using PhoneTools to screen healthcare organisation phone numbers, B. Braun has found that:

Around 20% of doctors surgeries and health centres are registered on the CTPS, meaning they have opted out of live marketing calls.
141 UK hospitals are registered on the CTPS, including large teaching hospitals and major chains.
They have avoided facing fines of up to £500,000 in place for breaches of PECR regulations.

Thanks to PhoneTools, B. Braun has empowered their reps to confidently reach out to healthcare organisations compliantly without adding additional friction and effort to the marketing call process.

Why B. Braun Medical Ltd recommends ProvenWorks

Business Technology Manager, Matthew Metcalfe says:

“PhoneTools is simple to install and get running, it provides a clear, cost effective method of navigating C/TPS screening.”

And when it comes to working with the ProvenWorks Support team:

“The support team were helpful and incredibly responsive, questions were answered quickly and effectively.”

Get compliant with PhoneTools

Whether you’re a healthcare product provider reaching out to healthcare organisations, or you work in any industry and plan on making live marketing calls to prospects, it’s vital to screen your phone numbers against the Telephone Preference Service.

Get in contact with us to discuss how PhoneTools could be your in-Salesforce solution for staying compliant. It’s that simple.

PhoneTools

Are you cold calling UK phone numbers? Screen against UK TPS and CTPS lists to stay compliant with UK privacy laws. Learn more and book a demo.

Find out more

Interview: Comscore standardises their Salesforce address data with AddressTools

by Ruth Cawdron in Success Stories February 24, 2022

“AddressTools solved our use case of standardizing our account data for current and future accounts in our organization.”

Alexis Johnson, Sales Operations Analyst at Comscore

Comscore is a trusted partner for planning, transacting, and evaluating media across platforms. With vast audience insights that combine digital, linear TV, over-the-top (OTT) and theatrical viewership, they combine reliable third-party measurement with transformative data science to provide insight into multi-screen behavior and help businesses grow.

An interview with Alexis Johnson, Sales Operations Analyst at Comscore

Alexis Johnson explains Comscore’s need for standardized addresses in Salesforce, and how AddressTools gave them the native easy-to-learn solution they were looking for.

What specific challenges were you trying to solve that made you look for a solution?

We were seeking an address standardization service for our Salesforce organization that would:

standardize addresses for existing and future account data.
meet this requirement for a third-party integration within our Salesforce org.
fulfill our overall need for data integrity and completion.

How was your search for a solution?

There were other vendors that were considered, however AddressTools offered a great package that met all of our needs. It offered the perfect solution to standardize our addresses, and to help align our data to meet the requirements needed for the third party integration.

How easy is it to use AddressTools?

It was extremely easy to install the application into our org and configure the settings. Our Account Manager was very helpful in ensuring a successful installation, and setting up the package settings to meet our requirements and needs.

How long did it take to train your users?

We did not roll out a formal training, but for our internal teams, it took about an hour to explain the configuration on the backend.

How does AddressTools solve the problems you had with your process?

AddressTools solved our use case of standardizing our account data for current and future accounts in our organization.

What is your experience working with the ProvenWorks Support team?

Excellent; the Support team was extremely communicative and helped with any questions or concerns that we had whilst implementing AddressTools.

Why AddressTools?

It is a great address standardization service, is extremely easy to install and configure in Salesforce, and they provide excellent customer service. Would definitely recommend!

Find out more about Comscore

Discover more about Comscore and the first-class services they provide.

AddressTools

Validate, standardize and verify your address data with our award-winning solution. Learn more and book a demo.

Find out more

Got questions? Chat to us!

Do you want to learn more about how AddressTools could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to cleaner address data.

Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.

Interview: Farm Credit Illinois transition to new software seamlessly with Impowr

by Ruth Cawdron in Impowr News Success Stories January 27, 2022

“Impowr is used by our whole credit underwriting team multiple times a day.”

Jon Cook, Vice President – Credit Services Division at Farm Credit Illinois

Farm Credit Illinois is a farmer owned and directed agricultural lending cooperative serving 10,000 farm families, agribusinesses, and rural landowners in the southern 60 counties of Illinois with competitive and flexible financing and crop insurance expertise. Their deep understanding of agriculture enables them to provide knowledgeable and effective service.

An interview with Jon Cook, Vice President – Credit Services Division at Farm Credit Illinois

Jon Cook shares the challenges that Farm Credit Illinois faced when they moved to new loan origination software and how Impowr (formerly SimpleImport) was able to give them the seamless process they were looking for.

What specific challenges were you trying to solve that made you look for a solution?

Farm Credit Illinois (FCI) recently implemented the nCino suite for our loan origination platform. During our design and discovery phase, we realized we were going to have a gap in our credit underwriting process because our previous configuration for uploading financial data sets was not going to be compatible with nCino.

We needed to upload data sets from Excel to the loan origination system for risk rating and other company objectives. Along with our technology provider, Farm Credit Financial Partners, Inc. (FPI), we began the search to find a solution to fit our needs.

What were you (or weren’t you!) looking for in a solution?

A cost effective, secure, and efficient tool to import data from Excel into our nCino platform.
A solution that could be easily used by our Credit Department and fit seamlessly within the process without adding additional navigation or clicks.
We could not afford to sacrifice our member experience by negatively impacting turnaround time in our loan decisions or employee engagement with a complex or cumbersome solution.
We did not want a complex solution that would require more regular monitoring or resource demand for support, or leave us vulnerable to data errors in transition.

After a process of vetting different solutions, from internally built custom code to outside solutions, we found ProvenWorks. The solution Impowr fit our need to efficiently and effectively upload data from Excel to nCino.

How easy is it to use Impowr?

Very easy! Once we created and saved the import mapping, the end user experience was seamless! We have one saved mapping that is used by many users multiple times a day. It’s a key cog within our underwriting process of uploading data.

How long did it take to train your users?

We were able to coincide the implementation of Impowr with the go-live of our nCino platform. As a result, we incorporated the training for Impowr in our new guides which made for a seamless transition to Impowr. This tool was labelled a “win” in multiple training locations during training courses.

How does Impowr solve the challenges you had with your process?

At the drag and drop of an Excel file, we’re able to import data from our Excel model into the nCino loan product package in a seamless transition.

The efficiency gained from Impowr saves end users from manually entering these data points from point A to point B, reduces data integrity concerns at an effective cost and demands minimal resources to implement and maintain.

How has Impowr helped your business and customers?

The saved data mapping is used by our whole credit underwriting team multiple times a day. At FCI, we view Impowr as our end solution and feel it best fits into the process as we underwrite credit today. The results through two months are very valuable, as this tool in part helped our credit department underwrite a large Q4 loan demand. Without Impowr, this would have negatively impacted loan decision turnaround time with our members and our employee engagement.

Why Impowr?

We’ve had no reason to contact Support thus far – which is a good sign as we haven’t had any issues! I’ve started mentioning ProvenWorks and specifically Impowr as a solution for anyone who needs to transfer data from Excel to nCino.

We thought our previous system coding in our previous loan origination system was efficient, but Impowr was just as efficient if not better as now we can also drag and drop files.

In short, it’s an efficient, cost effective tool that requires marginal training demand and can be used by an individual or a team of users on a frequent or infrequent basis.

Impowr

Importing files is so vital for so many organizations. It’s good news that Impowr makes this job as effortless as possible. Learn more and book a demo.

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Got questions? Chat to us!

Do you want to learn more about how Impowr could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to faster, simpler imports

Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.

Mental Health UK masters Recurring Donations with Impowr

by Ruth Cawdron in Impowr News Success Stories November 16, 2021

“Impowr frees up time to concentrate on the actual work that we do.”

Sharm Das, Database Manager at Mental Health UK

Bringing together the heritage and experience of four charities across the country who’ve been supporting people with their mental health for nearly 50 years, Mental Health UK provide support and services for the biggest societal challenges posing a threat to our mental health – and they won’t stop until everyone has the tools they need to live their best possible life.

The challenge: importing master-detail records into Salesforce

Mental Health UK receives donations from various online platforms including Facebook, Virgin Money and Paypal donations. Centralising this data – contacts, donations and soft credit – in their Salesforce org is crucial to cultivate a single source of truth about their donors and communicate using the most up-to-date information.

They needed a solution to make importing Recurring Donations into Salesforce as straightforward as possible.

Mental Health UK needed to import records with Master-Detail relationships into Salesforce, especially Recurring Donations
They required a process that was straightforward for their small team
Other solutions they investigated required lots of manual effort which was inevitably time consuming

The solution: empowering busy Salesforce users to import Recurring Donations easily

“I normally find importing such a laborious process, but now it is quick and easy!”

Jemima Woolgar, Senior Community & Events Fundraising Manager

With Impowr (formerly SimpleImport), Mental Health UK’s importing process is straightforward, even for multi-sheet files and master-detail records. Thanks to easy matching of Excel columns to Salesforce object fields, importing has never been so simple!

Impowr presents success and error files for each import, and the Mental Health UK team can use the handy Salesforce Records IDs on the import success files for further manipulations. Even better, the team can save import mappings for further use, saving time and effort on recurring jobs.

The result: importing made simple

“Impowr has saved us so much time. So streamlined and easy to use!”

Johnston Connelly, Events Fundraising and Engagement Officer

With Impowr rolled out, the Mental Health UK team can handle their Recurring Donations imports with ease. Crucially, this frees up their time to focus on what matters most: their mission.

An improved user experience

The Mental Health UK team can import recurring donations and handle soft credit quickly
No more anxiety around import jobs thanks to a clean user interface and undo button
Straightforward workflow with no need to export to CSV or run multiple import jobs for child records

Bigger picture

Mental Health UK can better track their donors and donations
Scalability as the team looks to use Impowr for other import processes!
Impowr frees up time to concentrate on their mission

Why Impowr?

We asked Sharm Das, Database Manager at Mental Health UK why she would recommend Impowr:

“The most cost-efficient solution I have come across.”

We are privileged to support nonprofit organizations, such as Mental Health UK, with flexible discounts. And regarding support:

“The Support team has been amazing – very helpful and quick to respond.”

Help Mental Health UK provide everyone with the tools they need to live their best possible life

Find out more about Mental Health UK and support their vital work across the UK.

Impowr: our user-centred import solution for Salesforce

Importing spreadsheet data to Salesforce is vital for so many organisations. Impowr makes this job as effortless as possible for your users.

Find out more

Got questions? Chat to us!

Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.