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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 SimpleImport

by Ruth Cawdron in SimpleImport Success Stories December 6, 2022

“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 SimpleImport on a Salesforce digital experience

Back 2 Work, at the recommendation of their implementation partner, installed SimpleImport.

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

SimpleImport 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 SimpleImport – 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 SimpleImport’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, SimpleImport is the only managed package in the Salesforce ecosystem that has got you covered!

Get in contact with us to discuss how SimpleImport 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 Ravi Chudasama 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 SimpleImport

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

“SimpleImport 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 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 tool SimpleImport fit our need to efficiently and effectively upload data from Excel to nCino.

How easy is it to use SimpleImport?

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

How does SimpleImport 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 SimpleImport 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 SimpleImport 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 SimpleImport 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 SimpleImport, this would have negatively impacted loan decision turnaround time with our members and our employee engagement.

Why SimpleImport?

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 the SimpleImport tool 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 the SimpleImport tool 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.

SimpleImport

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

Find out more

Got questions? Chat to us!

Do you want to learn more about how SimpleImport 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 SimpleImport

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

“SimpleImport 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 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!

SimpleImport 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

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

Johnston Connelly, Events Fundraising and Engagement Officer

With SimpleImport installed, 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 SimpleImport for other import jobs!
SimpleImport frees up time to concentrate on their mission

Why SimpleImport?

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

“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.

SimpleImport: our user-centred data loader for Salesforce

Importing spreadsheet data to Salesforce is vital for so many organisations. Simplelmport 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.

Oxfam GB makes everyone a data champion with AddressTools

by Ruth Cawdron in AddressTools News Success Stories October 27, 2021

“Thanks to AddressTools, we have supporter data that is accurate which results in a better supporter experience and a user base that is empowered to take ownership of data quality.”

Philip Blaney, Solution Architect at Oxfam GB

Verifying and connecting with a clean supporter base means that Oxfam can focus on tackling poverty

Oxfam is a global nonprofit group of millions of people who share the belief that, in a world rich in resources, poverty isn’t inevitable. In just 15 years, extreme poverty has been halved. In 15 more years they believe they can end it for good.

The challenge: quality address data to match a quality CRM

Oxfam GB needed to ensure that the address data held in Salesforce for their supporters was accurate and consistent so that they could focus on communicating with their supporters, rather than worrying about whether it would reach them.

Oxfam GB were confident about the accuracy of the data they migrated into Salesforce from their old CRM platform. They needed to ensure that new supporter data entered was of the same standard. This meant storing consistent address data that was verified against the Postcode Address File provided by the Royal Mail.

The solution: empowering users to verify address data

With AddressTools, Oxfam GB has a solution that runs within Salesforce, integrating into each supporter’s record with a neat widget, showing at a glance if the address has been verified or not.

After an easy installation and setup, Oxfam GB has the flexibility to finetune their settings, making it as easy as possible for their end users to enter address data that is checked and verified.

The result: confidently communicating with supporters

Users across Salesforce can verify address data

“We have been able to empower our users across Salesforce to verify address data rather than it being tied to someone with elevated privileges or working in a particular team.”

Philip Blaney, Solution Architect

Reduced costs

Validating and formatting their address data means that Oxfam GB reduces overhead costs from undeliverable mail.

Trust in their CRM

Just as important, Oxfam GB has a supporter database they can trust. They can be confident that they connect with their supporters, knowing that their constituents will have a consistent experience.

A gift for Gift Aid

The Gift Aid process is a multi-million pound process for Oxfam and is underpinned by data quality, specifically postcode accuracy for UK addresses. AddressTools helps Oxfam keep any manual updates within this process to an absolute minimum (<0.05%*) enabling efficient and timely processing of Gift Aid claims. Oxfam GB uses FinDock to manage Gift Aid claims, among other payment processes in Salesforce.

(*0.05% based on 25 corrections per 50K records)

Why AddressTools?

“We have been really impressed with the team at ProvenWorks, they have been on hand to help out whenever we have needed them and the response is always swift, professional and friendly.”

Philip Blaney, Solution Architect

AddressTools for Nonprofits

Whether it’s connecting with a clean donor database, managing fundraising platform integrations or sorting out existing bad addresses, we’re here to help.

Find out more

Got questions? Chat to us!

Dale Carnegie supports their franchise network with SimpleImport

by Ravi Chudasama in News SimpleImport Success Stories October 14, 2021

Dale Carnegie supports their franchise network with over 50 unique file imports each month thanks to SimpleImport.

“SimpleImport is a must-have. It’s true to its name; simple, reliable and effective!”

Christopher Addeo, Vice President of Information Technology at Dale Carnegie Training

dale carnegie use simpleimport for salesforce to support their franchise network

Dale Carnegie was founded in 1912, inspired by one man’s belief in the power of self-improvement. Since then, it’s evolved into a movement that’s crossed borders and generations, showing people how to tap into the best parts of themselves to create positive change.

Today, through franchises in over 90 countries and all 50 states, they help people gain greater influence and make meaningful contributions in the places that matter most.

The challenge: moving data from external sources into Salesforce Sales Cloud

As a global franchisor, Dale Carnegie was challenged by siloed information stored in separate franchises using different file formats and languages. Supporting their franchisees with a single org meant that imports needed to honour complex sharing rule configurations to segment their data.

A small support team for a large amount of imports
Time-consuming import jobs due to differences in how franchisees operate
Complex sharing rules to navigate
Inconsistent file formats
Multiple data sources and multiple languages

The solution: automatic recollection of prior import mappings makes importing quick and easy

Dale Carnegie needed a strong, efficient importing solution to speed up their regular complex importing jobs. With a small team supporting many franchises, the solution had to be efficient to use, and capable of managing multiple data sources and formats.

With its simple user interface, compatibility with Dale Carnegie’s unique Sales Cloud configuration and sharing rules, and support of multiple file formats, SimpleImport is the perfect answer to their problems.

The result: Dale Carnegie supports their franchise network with over 50 unique file imports each month

After a simple and speedy installation, and with the straightforward solution configured, Dale Carnegie’s administrators can manage their complex importing processes with ease thanks to SimpleImport.

This new way of working has enabled the support, sales and even marketing teams at Dale Carnegie to focus on what’s most important: their customers.

A better customer experience

Less time importing means support staff have more time to focus on delivering an outstanding level of customer support
Customers and prospects receive a tailored experience since the Dale Carnegie team has an up-to-date picture of customers and prospects thanks to frequent easy imports of important data

An optimized workflow for staff

Saving import mappings reduces the exhausting administrative overhead
A user-friendly UI makes the whole import process straightforward
Sales reps work effectively with the latest customer information
Support staff can spend more time helping customers and less time importing data
The team can easily work with multiple file types, including XLS, XLSX, CVS and ODS without leaving Salesforce
The Dale Carnegie team can trust their CRM and its data thanks to regular, quick import jobs

Why SimpleImport?

“Cases are typically resolved quickly and professionally. I don’t reach out to ProvenWorks for support often – the application is robust, reliable and is self sustaining. The fact that we don’t need support very often speaks to why we love this product.“

Christopher Addeo, Vice President of Information Technology at Dale Carnegie Training

SimpleImport

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

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.

The University of Alabama at Birmingham connects confidently with prospective students thanks to AddressTools

by Ruth Cawdron in AddressTools News Success Stories September 23, 2021

“Our returned mail has decreased by over half since using AddressTools.”

Evan Thrailkill, Director of Digital Strategy at University of Alabama at Birmingham

University of Alabama at Birmingham use AddressTools by ProvenWorks to connect with prospective students

AddressTools empowers students to be their own data heroes. Students verify addresses themselves, taking the burden off UAB staff and Salesforce admins.

The challenge: connecting seamlessly with self-registered prospective students

The University of Alabama at Birmingham (UAB) was named the number one Best Large Employer for 2021 by Forbes this past February, and the university had over 22K students enrolled for the fall 2020 semester.

UAB faced major communication challenges:

Students could input bad data on their enrolment applications.
UAB couldn’t trust that important mail correspondence would reach prospective students.
Pre-Salesforce, their tools had slow loading times causing students to abandon their applications.
UAB missed out on vital opportunities for connecting with potential students.

Harnessing the power of the Salesforce ecosystem with ProvenWorks and Cloud For Good

After partnering with Cloud for Good, UAB established a centralized and standardized environment for enrolment management on the Salesforce platform.

Students self-register for an account in their online application portal and provide contact details for all future correspondence. UAB use AddressTools at the beginning of the student self-registration process.

The solution: empowering students to be their own data heroes

Users begin typing their address and suggestions begin to show, filtering further as the search expands. All search results are already verified using global authority data, such as USPS and other global-local postal authorities for international students.

For undergraduate applications, UAB verify student addresses when they hit Salesforce from their Banner (SIS) integration. This helps ensure UAB has an accurate USPS address for all of their post-admissions communications, decision letters and next steps to enrolment.

The results: an improved experience for students and staff

AddressTools makes it almost impossible for students to enter bad address data. The end result is that all address data is checked and verified at the point of entry.

An enhanced applicant experience

Students receive vital postal communication from UAB.
Faster loading time and application time thanks to the power of the Salesforce Community platform.
Fewer dropouts mid application.
Students experience the UAB connected and trustworthy journey right from the moment they register!

An improved UAB user experience

UAB staff save extensive administrative time, no longer needing to correct bad data.
UAB staff can trust their data and their CRM processes.
Saved costs on expensive delivery failures and resending decision letters.

AddressTools for Higher Ed

Salesforce’s Education Data Architecture (EDA) and the Education Cloud are invaluable tools to help you meet your goals. However, your institution is only as good as the data that powers it… which is where we come in.

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Got questions? Chat to us!

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