How a Healthcheck Can Revitalise your Salesforce Org

The University of Liverpool Management School is a world leading centre for management and leadership education and research, and is amongst an elite group of business schools to hold the gold standard triple accreditation. The School engages with many and varied external stakeholders; for students it is to ensure it provides them with opportunities to develop work-ready skills by working with, and learning from, business professionals, whilst for its academic researchers the School wants to enable them to work with, and listen carefully to, external partners to make a real difference. Therefore the School needs to understand where it has external connections and how it can maximise the reach of those influences in order to make a difference.

“Our vision is to be a globally connected Management School whose transformative research and teaching places us at the forefront of influential knowledge leadership. This brings us together with students, business and society in learning to make a difference…”

The School had used Salesforce Org for many years to hold information on its external contacts but to help the School better understand, map and report on these connections we proposed they start optimising their Salesforce Org with a quick Healthcheck. 

This process revealed that the School had renamed the Accounts and Contacts Objects based upon criteria and categories; this methodology restricted their ability to report back information. As a result, they approached us to help them optimise their Org, to understand how to properly organise and filter their data so that it can better understand key insights they were looking for.

The Process

With the enforced migration to the Lightning Experience fast approaching, it was imperative that they have their Org optimised for Lightning layouts, in which we worked with them to determine what the most relevant information on the page was required and how best to format that for a much more streamlined end-user experience.

With the School’s legacy data, there were a few challenges to tackle

  • Account information stored in the name
  • Lack of data points to utilise dashboards and reports
  • Inefficient layout structure for their data

Through communicating and running a Discovery session with the School, we were able to fully capture the way they handle and manage their business processes. With that acquired knowledge, we were able to scope out the best strategy and determine how to best assist them as well. 

“Color Consulancy were great to work with. They really listened to our needs and requirements, and having taken those on board, were therefore able to provide a very bespoke, customised Salesforce solution for the School.” Anne Donnelly| Business Development Manager

The Results

Consequently, we decided to split the necessary data out into picklists and checkboxes which can later be easily used for flagging and reporting and create a streamlined method of company sizes and industry sectors.

We also implemented a scoring system for them to use  so they could more easily spot and track higher value engagement, for example, if someone from an organisation had simply attended an event at the School it is cored lowere than someone reviewing module or programme content. 

By implementing all these changes and performing our Healthcheck programme, we’ve managed to optimise the way they run their business, to provide data for others to access, and we created a tidier Salesforce environment for their relevant records.