Blog - Page 3 of 6

Innovating Insight Healthcare

8th August 2023

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Innovating Insight Healthcare

What was the challenge?

Healthcare is a not-for-profit organisation that brings together healthcare professionals, clients and treatment venues across the UK. When pairing up practitioners and clients, the Insight team need to analyse a variety of different factors to ensure the right individuals are meeting up and in a location suitable for both parties. Given the many different aspects to consider and sheer amount of bookings being made daily, the process had begun to consume a lot of the staff members’ time.

In order to manage their time more effectively, the system urgently needed streamlining. Insight Healthcare chose to partner with Sandyx to develop a user-friendly patient management system on Salesforce.

They needed to be able to create appointments that considered multiple factors, quickly and easily. It was important to ensure that clients with particular mental health needs met with medical practitioners possessing the right skills, in a location with the right facilities.

After considering the detailed requirements identified by Insight, Sandyx quickly realised these could be partly met by one of our existing custom Salesforce applications. The product is a savvy appointment booking app called AnyCal, which Sandyx developed on the Salesforce platform.

Introducing AnyCal

Proudly developed by AnyCal is our proprietary smart booking system, built on the Salesforce platform. It simplifies the online booking process and has an incredibly user-friendly interface. Proudly developed by Sandyx

What was our solution?

AnyCal provides a colour coded, drag and drop calendar with daily, weekly or monthly viewing options. It allows calendars to be available for contacts and venues without additional license costs. AnyCal functionality was implemented for Insight and then developed further to allow additional functionality to select various criteria including customer preferences and location.

These preferences are then combined with the search results to produce a shortlist of matching practitioners and venues within the reach of the client, all shown on a map view. The interactive calendar we made through AnyCal has proven to be incredibly helpful to Insight and their clients. It allows clear visibility of appointments via calendars for each venue and each Practitioner.

Not only does it save time and effort pairing up clients with the right practitioners, AnyCal also updates the calendar in real-time, as bookings are made to ensure that appointments never overlap. Other attractive features of the system is that all parties involved in the booking can be notified via email and practitioners can view their calendar in real-time on their mobiles.

What was the outcome?

There are also SMS reminders which can be automatically sent to clients (those who have agreed to notifications). This results in better utilisation of scarce resources while at the same time providing an enhanced and more personal service for the client, which has naturally resulted in higher rates of attendance.

The original system was rolled out to an individual Service in 2014. Since then, Sandyxand Insight have maintained a close relationship and we’ve completed many projects in multiple Salesforce instances, with more projects planned for the future. The main Salesforce instance now has over 20 Services and over 500 licensed users.

If you would like to find out more about how Sandyx can help your business then get in touch!

Call us on 0161 710 3250 or email sales@sandyx.com

Delivering clarity of their success to HM Prison & Probation Service

8th August 2023

Case Study

Delivering clarity of their success to HM Prison & Probation Service

What issues did Sandyx need to address?

The New Futures Network (NFN) is a specialist part of HM Prison & Probation Service that brokers relationships between prisons and employers, with a view to obtaining employment opportunities for serving prisoners, those released on temporary licence and ex-offenders upon their release.

The NFN team were struggling to manage their engagements with employers sometimes two or three team members would be speaking to the same employer, whereas other companies had no-one engaging with them.

Engagements were being recorded by team members in multiple systems, with varying degrees of success and getting visibility of which team members were talking to employers was sometimes quite difficult.

Understanding the success of the program was difficult without any centralised management information function. This also hampered the ability to meet the reporting requirements of the Ministry of Justice.

Despite the success of the program, there was no way to accurately demonstrate this!

How did Sandyx help NFN?

Sandyx worked closely with key members of the NFN team to understand how they were currently working, what systems they were using and how these tools were failing to meet their overall requirements. At the same time we drew out their requirements for how they needed to manage engagement with both prospective employers and with the prisons.

Sandyx used the power of the core Customer Relationship Management (CRM) features of Sales Cloud to build a powerful Employer Engagement Management system for NFN. The system records all the potential employers that have expressed an interest in the program, as well as the type of employment they can offer and the areas of the country where jobs may be available. This information is provided to the NFN Employment Brokers via they mobile devices (Apple iPads) and allows the brokers to record all the different engagement activities they carry out with the employers in their region.

When new Employment Opportunities are discovered they are recorded in the system and an announcement is sent to the relevant brokers. They are then able to match the type of job that is available with the appropriate personnel in the prisons. A comprehensive suite of management reports pull information from the system and display it in a dashboard that can be shared with all relevant stakeholders. This has allowed HMP to accurately report the success of the NFN program to the Ministry of Justice.

If you would like to find out more about how Sandyx can help your business then get in touch!

Call us on 0161 710 3250 or email sales@sandyx.com

Unlocking the Power of Salesforce: A Comprehensive Guide to Sandyx’s Implementation and Consultancy Services.

21st June 2023

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Unlocking the Power of Salesforce: A Comprehensive Guide to Sandyx's Implementation and Consultancy Services.

Salesforce has revolutionised the way businesses operate, enabling organisations to streamline processes, enhance customer relationships, and drive growth. However, unlocking the full power of Salesforce requires a strategic approach and expertise.

In this comprehensive guide, we will explore how Sandyx’s implementation and consultancy services can help businesses harness the true potential of Salesforce.

Understanding Your Business Needs:

At Sandyx, we believe that a successful Salesforce implementation starts with a deep understanding of your business requirements. Our team of experts will work closely with you to identify your specific goals, pain points, and challenges. By gaining insight into your unique needs, we can design a Salesforce solution that aligns perfectly with your business objectives.

Scoping and Design:

Once we have a clear understanding of your requirements, Sandyx will embark on the scoping and design phase. Our experienced consultants will analyse your processes and workflows, ensuring that the Salesforce implementation is tailored to optimise your business operations. By designing a customised solution, we maximise user adoption and drive efficiency throughout your organisation.

Seamless Implementation:

Sandyx boasts a skilled team of developers that expertise will seamlessly deploy your Salesforce solution, ensuring that it is configured to meet your specific needs. Our implementation process is designed to minimise disruption to your business while maximising the benefits of Salesforce.

Integration with Existing Systems:

To unlock the full potential of Salesforce, integration with existing systems is often essential. Sandyx recognises the importance of seamless data flow across your organisation. Our experts will seamlessly integrate Salesforce with your finance, ERP, or other business-critical systems.

User Training:

Adoption is key to Salesforce’s success. Sandyx offers comprehensive user training programs to ensure that your employees have the knowledge and skills to leverage Salesforce effectively. Our training sessions are tailored to your specific implementation, focusing on the features and functionalities that are most relevant to your team. By empowering your users, we drive higher user adoption rates and maximise your return on investment.

Ongoing Support:

Sandyx is committed to your long-term success with Salesforce. We offer a range of support services to meet the needs of your business and users. From around-the-clock technical assistance to ongoing administration and customisation, our dedicated support team is here to address any issues and provide guidance as your business evolves.

Specialisations and Expertise:

Sandyx specialises in implementing various Salesforce products, such as Sales Cloud, Service Cloud and Community Cloud. Our deep knowledge of these solutions allows us to tailor Salesforce to meet the unique requirements of your industry and business model.

Industry Success Stories:

Sandyx has a proven track record of successful Salesforce implementations across diverse industries, including life sciences, manufacturing and engineering, communications, retail, logistics, healthcare, IT, and automotive. By sharing industry-specific success stories, we demonstrate our ability to drive tangible results and meet the unique challenges faced by businesses in different sectors.

Unlocking the power of Salesforce requires a strategic approach and a partner that understands your business needs. Sandyx’s comprehensive implementation and consultancy services enable businesses to harness the full potential of Salesforce. From scoping and design to seamless deployment, user training, and ongoing support, Sandyx is committed to driving your success. With our expertise and industry-specific knowledge, we empower organisations to streamline processes, enhance customer relationships, and achieve their business goals with Salesforce.

Whether you have questions about our implementation and consultancy services, need assistance with scoping and design, or require ongoing support for your existing Salesforce system, we are here to help.

Reach out to us to schedule a consultation and discover how Sandyx can tailor Salesforce to meet your unique business needs. Together, we will unlock the full potential of Salesforce and drive your business to new heights of success.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Smooth Sailing with Sandyx: Navigating the Challenges of Salesforce Deployment.

21st June 2023

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Smooth Sailing with Sandyx: Navigating the Challenges of Salesforce Deployment.

Implementing Salesforce can be a transformative journey for businesses, but it’s not without its challenges.

That’s where Sandyx, a certified Salesforce Implementation Partner, can help. With over a decade of experience and a track record of successful implementations, Sandyx has earned a reputation for delivering seamless Salesforce deployments.

In this blog post, we will explore how Sandyx helps businesses navigate the challenges of Salesforce deployment, ensuring smooth sailing from start to finish.

Expertise Across Industries:

Sandyx has worked with a diverse range of industries, including life sciences, manufacturing and engineering, communications, retail, logistics, healthcare, IT, and automotive. This extensive industry expertise allows Sandyx to understand the unique needs and requirements of each business, ensuring tailored Salesforce solutions that drive success.

Success Story: Streamlining Sainsbury’s Salesforce Implementation:

One of Sandyx’s notable success stories is its work with Sainsbury’s. Faced with a complex Salesforce app that had become difficult to manage in-house, Sainsbury’s turned to Sandyx for a solution. Sandyx’s expertise in decluttering and redesigning the existing Salesforce app, combined with seamless integration of a custom-built system, resulted in a streamlined architecture that eliminated over-reliance on third parties and empowered Sainsbury’s to take control of their critical business processes.

Scaling with Success: Hermes’ Salesforce Journey:

Hermes, the UK’s second-largest parcel delivery company, recognized the need for flexibility, functionality, and integration capabilities as they aimed to scale their operations. Sandyx was engaged to design and develop a Salesforce solution that would meet these requirements. Leveraging the power of Sales Cloud and custom components, Sandyx delivered a bespoke solution, including an offline mobile app, an easily-integrated recruitment page, and comprehensive reporting features. This allowed Hermes to efficiently manage their field managers and couriers, providing real-time data and enabling informed decision-making.

Comprehensive Services for Salesforce Success:

Sandyx offers a comprehensive range of services throughout the Salesforce implementation journey. From scoping and design to implementation, integration, user training, and ongoing support, Sandyx ensures that businesses get the maximum value from their Salesforce investment. The expertise and experience of their skilled team of developers, coupled with a customer-centric approach, enable Sandyx to deliver customized solutions that align with business goals.

Methodology for Success:

Sandyx follows a proven methodology that emphasises upfront information collection and the rapid delivery of a working prototype. By focusing on demonstrating value early in the implementation process, Sandyx ensures that businesses can see the benefits of Salesforce from the start. This methodology, developed through years of experience and successful projects, mitigates risks and ensures a smooth and efficient deployment.

New Salesforce deployment tool:

The Salesforce DevOps Center is an innovative and free deployment tool developed by Salesforce to empower organisations in their DevOps journey. It provides a range of powerful features that facilitate seamless and efficient deployment processes.

One of the key features offered by the DevOps Center is visual development pipelines. This feature allows teams to define and visualise the pipeline of development environments, providing a clear understanding of how changes flow from one stage to another. With visual pipelines, teams can easily track the progress of their changes and identify any bottlenecks or delays in the deployment process.

Salesforce DevOps Center represents a huge step forward in the ease of deploying complex changes from Sandbox to Production, replacing Changesets, that have frustrated System Admins for many years.

Implementing Salesforce can be a complex and challenging endeavour, but with Sandyx as your trusted partner, you can navigate the journey with ease. Through their industry expertise, success stories, comprehensive services, and proven methodology, Sandyx enables businesses to harness the full potential of Salesforce, driving growth, efficiency, and customer satisfaction. Whether it’s streamlining critical business processes or scaling operations, Sandyx is committed to delivering smooth sailing and Salesforce success.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Sandyx’s Methodology: Delivering Salesforce Success

21st June 2023

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Sandyx's Methodology: Delivering Salesforce Success

Implementing Salesforce, the world’s leading CRM solution, can be a game-changer for businesses, but it requires a well-defined methodology to ensure success.

At Sandyx, a certified Salesforce Implementation Partner, our methodology is built upon years of experience and a deep understanding of our client’s needs.

In this blog, we will delve into Sandyx’s methodology and how it enables us to deliver Salesforce success for our clients.

Experience-Driven Approach:

Sandyx brings a wealth of experience to each Salesforce implementation project. Our methodology is rooted in the lessons learned from numerous successful implementations across various industries. We leverage this experience to tailor our approach and provide insights that are specific to your business needs, maximising the value you gain from Salesforce.

Requirements Gathering and Analysis:

The first step in our methodology is a thorough requirements gathering and analysis process. We work closely with your team to understand your unique business processes, pain points, and objectives. By conducting in-depth discussions and workshops, we gain a comprehensive understanding of your requirements, allowing us to design a Salesforce solution that addresses your specific needs.

Solution Design and Configuration:

Based on the requirements gathered, Sandyx’s team of skilled consultants designs a tailored Salesforce solution for your organisation. We map out the optimal configuration of Salesforce’s powerful features and modules to align with your business processes. Our consultants work closely with you to ensure that the solution is optimised for efficiency and scalability, enabling your team to work smarter and achieve better results.

Agile Development and Iterative Testing:

To ensure a seamless implementation, Sandyx follows an agile development approach. We break down the project into manageable sprints, delivering incremental functionality throughout the implementation process. This iterative testing allows for quick feedback loops, enabling us to address any issues promptly and make adjustments as needed. By involving you at each stage, we ensure that the solution aligns with your expectations.

Data Migration and Integration:

Data is a critical asset for any organisation. Sandyx’s methodology includes a robust data migration and integration strategy. We carefully plan and execute the migration of your existing data into Salesforce, ensuring accuracy, data integrity, and minimal disruption. Additionally, we seamlessly integrate Salesforce with your existing systems, enabling smooth data flow and eliminating silos within your organisation.

User Training and Change Management:

User adoption is crucial for the success of any Salesforce implementation. Sandyx provides comprehensive user training programs tailored to your organisation’s needs. We empower your team with the knowledge and skills to leverage Salesforce effectively, ensuring a smooth transition and maximising the benefits of the system. Our change management approach focuses on driving user engagement and fostering a positive mindset towards Salesforce adoption.

Ongoing Support and Optimisation:

Sandyx’s commitment to your success extends beyond the initial implementation. We offer ongoing support and maintenance services to address any technical issues, provide system enhancements, and optimize your Salesforce solution as your business evolves. Our dedicated support team is available to assist you, ensuring that Salesforce continues to drive growth and efficiency for your organisation.

Sandyx’s methodology is designed to deliver Salesforce success by combining our experience, deep understanding of client requirements, and agile implementation practices. From requirements gathering to solution design, data migration, user training, and ongoing support, our methodology ensures that your Salesforce implementation is tailored to your unique needs and drives tangible results for your business.

Ready to experience the power of Salesforce with a trusted partner? Contact Sandyx today, and let us guide you on your journey to Salesforce success.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Safer Internet Day: how to protect your data

9th February 2021

with No Comment Blog Blog, Manchester, News, Salesforce

Safer Internet Day: how to protect your data

In light of the on-going pandemic and the amount of us now working remotely and using online systems to communicate and complete tasks, it has never been more important to mark Safer Internet Day and make sure our network security is up to scratch at every level (at the very least). With the continuation of the fitting theme: “Together for a better internet” we take a look at some of the ways you can keep yourself and others safe online and protect that all-important data.

Create Complex Passwords

Although this one may seem obvious, studies show that 23.2 million accounts were hacked because they were using the classic, easy-to-crack password “123456789”. We hope you’re not the owner of one of those accounts! Creating strong, unique passwords for all your critical accounts is the best way to keep your personal and financial information safe.

When it comes to your business you should also go a step further with Two-Factor Authentication or Multi-Factor Authentication (MFA) when logging into accounts. Where available, we recommend that you always utilise 2FA or MFA for an additional layer of security.

Share Information Cautiously

These days people share everything under the sun on their social media accounts without a second thought. With a big push on Instagram and Facebook stories lately and the introduction of Reels, you probably know what your friends are up to and even the meals they had for dinner without even having to ask. However, it is important to be mindful as the information you share could leave you or your loved ones open to hackers or impersonators.

There are always people on the lookout for clues to passwords and this also applies for company social media accounts. As important as it is to show your company’s culture and team photos, be diligent to not share any sensitive information in and around your workspaces.

Practice Safe Surfing & Shopping

More of us than ever are now shopping online as well as visiting websites for online banking and other sensitive transactions. It’s crucial to always make sure that the site’s address starts with “https” instead of just “http” and has a padlock icon in the URL field. This lets us know that the website is secure and uses encryption to scramble your data so it cannot be intercepted by others.

Use a Firewall

Firewalls provide us with protection while we are browsing the internet against outside cyber attackers by shielding computers or networks from malicious or unnecessary network traffic. They can also help to prevent malicious software from accessing a computer or network via the internet. In other words, without a Firewall in place, you are leaving your computer open to threats and increase the risk of an attack on your servers.

Boost Network Security

There are layers to network security when it comes to both your personal and your business devices. Attacks can happen at any level and a data breach can have a range of serious consequences for any business so your network security hardware, software and best practices must be designed to address each area.

Know your customers better with Salesforce Marketing Cloud

28th May 2020

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Be a customer-centric company

It’s more important than ever to stay connected with your clients. CRM and clever marketing has the ability to bring businesses, communities and clients together – even when most business operations are on hold. Read on to learn how Salesforce Marketing Cloud enables you to boost your CRM practices and know your customers better.

What is the Salesforce Marketing Cloud?

Salesforce Marketing Cloud is a platform made up of products and tools designed to help companies supercharge the way they engage with their target audience.

From intricate data analysis to campaign automation, there’s lots of ways in which it supports and empowers digital marketers – regardless of the industry they work in.

Gain insight to your customers with Marketing Cloud

There’s no other type of marketing platform that lets you optimise your client relationships like Salesforce Marketing Cloud does.

Below are just some of the features you should use in order to know your clients better:

Journey Builder

The data insights offered by the Marketing Cloud Journey Builder make it easy for you to learn a lot more about your customers, such as their buying habits or how they engage with your brand. This kind of information enables you to target both existing and potential customers effectively and deliver a more personalised customer experience across all channels. Journey Builder also allows you to set goals so you can see how well certain practices or campaigns have performed.

The Marketing Cloud Studios

Another brilliant feature of Marketing Cloud is its sophisticated set of studios.

Social Studio makes it possible to post simultaneously to multiple channels, whilst also monitoring online interactions, influencers and keywords. Email Studio is another widely used component, designed to help you deliver code-free email campaigns. Mobile Studio, Interaction Studio, Advertising Studio and Data Studios are all other examples of Studios in the Marketing Cloud.

Powerful integrations

Salesforce also recently announced that users can integrate Marketing Cloud with Google Analytics 360, which has taken engagement levels to a whole new level.

Would you benefit from Salesforce Marketing Cloud?

Given how flexible and universally accessible the Marketing Cloud is, the chances are you would benefit from it regardless of your industry, audience or current CRM processes. Maybe you want to change the way your sales and marketing teams collaborate or maybe you’d just like to use the content creation studios, we can help to get you started. If you’re still unsure, read our previous blog post explaining the importance of customer relations and how you can improve them.

How we can help

If you would like to discuss any aspects of the topics discussed in this article, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly, on 0161 710 3250

5 important things to know about cloud computing

28th April 2020

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What is cloud computing?

“The Cloud” is a common but somewhat ambiguous phrase you’ll likely have heard a lot about by now.

Cloud computing is used to describe on-demand computing services, referring to everything from apps to data storage. Not only does cloud-based computing allow companies to save on costs and stress associated with managing their own IT infrastructure, it has also made so many aspects of our day to day life possible, such as email, social media and content streaming.

Below are five important things about cloud computing that you should know.

1. Firstly, the acronyms you need to understand

Before learning anything else about cloud computing, it’s crucial that you know about the three main different types of cloud service models out there and understand how they differ.

– SaaS (Software as a Service)

Sometimes referred to as ‘on-demand software’, SaaS describes cloud software that is run and managed solely by the service provider. End users can gain access via the internet and do not need to worry about the infrastructure or maintenance.

– PaaS (Platform as a Service)

Currently the most popular cloud model, PaaS refers to software and hardware tools across the internet that help users develop their own applications. Google App Engine is a great example of a PaaS platform.

– IaaS (Infrastructure as a Service)

IaaS means that users typically have a pay-as-you-go contract for services like data storage, virtual servers and networking features.

2. Cloud computing is everywhere

When using the cloud, location is unimportant.

The beauty of cloud computing is that an internet connection is quite simply all you need and you can access your information from everywhere. The applications you use for work, social networking or organisation are likely to be currently running on hundreds of high powered computers around the world, but this will never get in the way of your usage or even support.

Ever heard of Dropbox? Dropbox is a great example of a cloud storage platform that has become a first choice of businesses in recent years, as it offers all users up to 1 terabyte of free storage. Gmail is another example of an even larger cloud storage platform.

3. It plays a huge role in remote working

Working from home is a hot topic at the moment.

Some people will be working remotely for the first time in their careers and undoubtedly are doing so by using cloud based tools and apps, such as Gmail or Outlook.com.

The very nature of cloud computing means it’s easier than ever for employees across many industries to access their work and effectively collaborate with others whilst working from home. Zoom, the online video conferencing platform, is another great example of a cloud-based service and it’s incredibly current at the moment. Research from Learnbonds.com shows that across February 22nd – March 22nd 2020, Zoom was downloaded a record-breaking 17,190,100 times.

4. Security concerns and guarantees

Although it’s often questioned whether we should be trusting a third party with sensitive data, the simple answer is yes. The detailed encryption methods used by the biggest cloud providers offer more safety than the average computer user could ever imagine.

Storing your data in the cloud also guarantees it is safe should you ever lose or damage your device (provided you’ve already enabled password protection). The risk of human error is less prominent however keeping your password and login details safe is your responsibility.

Your cloud computing vendor will be well equipped to protect your data from situations like power outages and have thorough disaster recovery plans in place for unprecedented emergencies. Some vendors or providers will even have security certificates to prove their reliability.

5. Cloud spending is only set to increase

Worldwide spending on cloud computing infrastructure will be worth $284bn in 4 years, Canalys has predicted. This will be due to more widespread adoption across countries and industries.

SaaS will remain the largest market segment of cloud computing and generate revenues of up to $133bn in 2021, Gartner has anticipated. IaaS sales revenue will follow in second at $61.3bn and PaaS is in third place at $48.3bn.

How we can help

COVID-19: An update from Sandyx

16th April 2020

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Dear customers,

We hope everyone is well and keeping safe during this uncertain time.

The team at Sandyx just wanted to reassure you that the health, well-being and safety of our employees, partners and customers is imperative to us.

Doing our part

We are following Government advice on the Covid-19 pandemic and observing the situation daily to ensure we’re doing our best to support the community, and this has included making several temporary changes to our business.

As a result, our sales, admin, development and account team staff are all now working remotely.

This means we are able to continue providing our clients with the high quality and fast-paced service they’ve come to expect and depend on. We’re incredibly lucky to be able to operate as normal and want you to know that we are eager to help you and all of our clients in any way that we can.

Ensuring business continuity

Our team is on hand and easily accessible through the usual methods of telephone, email or online, should you have any technical support issues at any time. Please be assured queries will be answered promptly as usual. At a time like this, we understand it’s more important than ever to stay connected and we’re using our social media to stay up to date with clients and friends.

We wish all of our customers, friends and family good health as we manage through this time together.

Thank you and stay safe.

Mashukul Hoque

Managing Director