Our Australian-based client contact is an experienced manager, who understands the commercial requirements of a business, ensuring expert interpretation and implementation of your unique business needs.
Our core services are ongoing Salesforce administration, reporting and training delivered online by our team from around the world.
User Management
User creation, modification, and access control to ensure secure and efficient resource allocation. Maintaining a structured environment by assigning roles and permissions to users as required.
Integrations & Automations
Streamlining data flow enhances productivity and reduces manual effort. Execute actions automatically based on predefined triggers or conditions. Connect different software apps or tools to further enhance your Salesforce system capabilities.
Reporting & Dashboards
Visual representation and summaries of key data allows users to quickly grasp insights, trends, and metrics relevant to their goals. Streamline decision-making by presenting information in a comprehensible format, often with interactive features that enable users to explore data in real-time.
Data Management
Data management encompasses data collection, validation, maintenance and analysis to facilitate informed decision-making and efficient utilisation of data assets.
System Maintenance
Updates, monitoring, and optimisation to ensure smooth functioning, security, and performance.
Training & Support
Ensure your team have the skills, resources and assistance to fully utilise your Salesforce system the way you intended.
Salesforce
Form Assembly
Own Backup
Power BI
Dev App & DEX Reporting
Case Studies
Implement Salesforce for multiple Not for Profit organisations
- Successfully project managed the development and implementation of the Case Management System with ongoing input from all services.
- Shared cost benefits for the initial project and the possibility of future joint updates.
- Agreed core functionality for all services as a base.
- Salesforce Not for Profit discounted pricing.
DEX (Government) Reporting for several Not for Profit organisations.
- Identified and fixed gaps in Salesforce structure and records to enable the data to be captured as required.
- Identified and implemented an app (DevApp) to integrate with Salesforce to map the Salesforce data, identify any issues and extract in the required upload format.
- Created reports and dashboards for managing the data including exception reports for the team to ensure their data is updated and correct on a monthly basis.
- Implemented a monthly checklist with procedures for checking, extracting and uploading data to DEX.
- Shared cost benefit for project management and the Salesforce updates being deployed to multiple services.
- Continue to provide ongoing services of DEX reporting checks and uploads for some services each month and provide support to the other services as required.
Professional, user-friendly surveys to be integrated with Salesforce.
As part of the internal and external reporting requirements clients wanted the ability to easily create professional looking surveys that could be sent and/or completed online with the data integrated with Salesforce. There were a couple of survey examples in flow provided by the original developers flow but this wasn’t very user friendly for the team to create or update their own surveys and wasn’t a great format to send to clients.
- Identified and implemented an app (Form Assembly) to integrate with Salesforce.
- Shared cost benefit with several services purchasing the Form Assembly license together and ongoing administration being provided by Simply Inspire.
- Individual organisation logons so data privacy is maintained for each service but form (survey) templates can be shared from the administrator.
- Professional looking forms with organisation logos and colours.
- Easy to create and update surveys and easy to link to Salesforce data.
- Implemented additional individual survey response object to enable question specific reporting.
Monthly excel reporting from Salesforce data
- Identified and fixed gaps in Salesforce structure and records to enable the data to be captured as required.
- Created reports and dashboards for managing the data including exception reports for the team to ensure their data is updated and correct on a monthly basis.
- Monthly checklist and procedures for reporting.
- Simply Inspire continue to provide an ongoing service updating excel monthly reports for some programs.
Implement Salesforce backup solution
- Tested various options and identified the best solution that was easy to setup and restore data at a granular level.
- Implemented app (Own [backup]) and trained services.
- Shared cost benefit as services purchased a license together with ongoing administration managed by Simply Inspire.
Automate reporting data updates
- Implemented automations using flow to update the data based on the required rules so it was no longer reliant on user input.
- Implemented other initiatives such as automatically updating the status of a case to further simplify user data management.
- Simpler and quicker reporting for users and management on a monthly basis.
Simplify completion of tasks and case updates
- Flow modified to enable the option to complete any or all tasks (sub flows) while logging time on a case.
- User can include time for completing tasks in their log time entry.
- Incorporated additional initiatives such as scheduling which is synchronised with Outlook calendars.
Electronic contracts to be linked to Salesforce
Clients wanted the ability to send contracts to their customers (and partners if applicable) in an electronic format with existing information populated from Salesforce and relevant data updated in Salesforce.
- Successfully implemented a Form Assembly form linked to Salesforce with electronic signatures and sub forms for partners.
- Electronic signature tracking and a PDF of the contract is saved on the case.
User manuals and training for new platform and new users.
Clients require training resources when Salesforce is implemented and ongoing.
- Editable user manuals provided and where required updated ongoing.
- Face to face and online training provided when system initially rolled out.
- Ongoing online training provided by Simply Inspire for new users as required.
- Video recordings and documentation provided for online training platform.
Some of our wonderful clients
