Implementation, Sales Cloud

Challenges we fixed

Improve Efficiency
Customer data stored in various programs but not in a central system.

Smart Configuration
Difficulty with casting and activity planning.

Reporting
Many hours were spent on reporting.

Integrations
Manual copying data from the website database to Outlook.

User Adoption
User Adoption within the company.

Solutions

By implementing Salesforce Sales Cloud, Pearlcard has accomplished a central application with all the available customer data which gives a clear overview. Pro-activity and the need to know everything about the clients, gives Pearlcard the high standard to fulfill their services like travel, lifestyle, concierge, healthcare, design, events and many more.

Knowing the clients’ interests, hobbies, and preferences, for instance Pearlcard can offer the right concert tickets or can organize the best events. A simple birthday alert and an overdue ID card alert gives Pearlcard a personal touch in relationship management. Management has much more insight about the progress of the organization of several events, like the location, the goodie bags, entertainment, invitations, and staff.

By using standard reporting, less manual copying of data and less time to search for data in various systems, Pearlcard is focusing on insights obtained from the overviews from Salesforce, so that employees are better supported to perform, and processes are improved.

Customer Experience

“The implementation went really smoothly. We are glad that we have the opportunity to work with OSH. Salesforce helps us with our trade missions and all personal information about our guests.”

Private Label Sales Manager, Pearlcard