Dale Carnegie supports their franchise network with 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 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

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