Helping Hermes stay ahead of the game

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Helping Hermes stay ahead of the game

Hermes is the UK’s second-largest parcel delivery company, processing around 300 million parcels each year. In order to be able to scale to this size, Hermes identified that they would need a solution that could provide the best possible flexibility, functionality and integration capabilities. After carrying out a thorough review of the available solutions, Hermes chose Salesforce. Sandyx was then engaged to design and develop the Salesforce solution.

What was the scale of the issue?

Hermes utilises a large team of Field Managers, which are geographically dispersed across the country to manage the vast network of local couriers.
A Field Manager could be managing up to 100 couriers and would also be responsible for the recruitment of new couriers for their area.
Hermes specified the three most important software functions as being; an offline mobile app, an easily integrated recruitment page and a reporting feature for managers to track courier performance.

Sandyx and Salesforce delivery

Sandyx used the power of the Salesforce Platform to rapidly deliver a working prototype of the system. The bespoke solution was made using the core components of Sales Cloud. The mobile app means that managers can carry out all their tasks while on the road, with a lack of connectivity not being an issue. From an iPad or Android tablet, a Hermes Field Manager can always now review courier applications too. Successful candidates are then converted to Couriers within Salesforce and their progress is later tracked. Salesforce integrates with the Hermes parcel processing system, pulling in the data needed to provide performance metrics on each Courier. This allows the Field Managers to conduct informed reviews with Couriers, using the mobile app to display report data in real-time during the review. 

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

Innovating Insight Healthcare

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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

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.

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

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