Salesforce coming to the aid of an NFP Organisation – CRM and ERP integration makes St John more streamlined than ever before, saving an approximate $275K per year on wages and allowing those funds to be pumped back into the Charity.
St John Ambulance
Salesforce coming to the aid of an NFP Organisation – CRM and ERP integration makes St John more streamlined than ever before, saving an approximate $275K per year on wages and allowing those funds to be pumped back into the Charity.
From a time-heavy, paper-based system, St John Queensland now conducts all business operations through Salesforce. As a result, the customer experience in QLD has improved tenfold; certificates are issued same day, companies can complete online course bookings, customers can bulk book spaces and then add student details later, follow up emails are sent, bills are paid on time, and information across all areas is structured and easy to find.
The Client
The SalesFix difference is in the time they take to really get to know and understand your business. They take time to discover and learn more to ensure they provide a solution that achieves the right results.
From a time-heavy, paper-based system, St John Queensland now conducts all business operations through Salesforce. As a result, the customer experience in QLD has improved tenfold; certificates are issued same day, companies can complete online course bookings, customers can bulk book spaces and then add student details later, follow up emails are sent, bills are paid on time, and information across all areas is structured and easy to find.
The Client
The SalesFix difference is in the time they take to really get to know and understand your business. They take time to discover and learn more to ensure they provide a solution that achieves the right results.
SHAY MCAULEY
St John Ambulance
The Challenge
To introduce a user-friendly CRM system and integrate it with their ERP (MYOB) system, that would replace their outdated manual systems, eliminate double handling, remove the paper from the office and make their invoicing and certification issuing processes seamless.
St John needed a customised system that could make the website, student management, accounting, volunteers and all other aspects of the business talk to each other.
What they asked for was to have a system that allowed customers to;
Register online for their courses
Then automate the invoicing process
When courses were completed trainers could mark off as completed and certificates could be issued on the same day.
They wanted a single solution that would save them a lot of time and money
The Implementation
Key personnel from SalesFix worked alongside management at St John Queensland. SalesFix took the time to learn about the pain points of the current systems and the desired outcomes required from introducing a CRM and integrating it with an existing ERP system.
“SalesFix knew what questions to ask to help us think about what we wanted to get out of the system”, Shay McAuley stated. “They took the time to understand every aspect of our business and left no stone unturned”.
It was obvious with an organisation of this size and structure that an “out of the box” solution would not be sufficient and a tailored package was created to ensure St Johns got the best from their Salesforce implementation.
Saleforce was rolled out across Queensland and SalesFix worked with the St John team to ensure all staff were across the system and used it to its full potential.
The SalesFix Solution
As a result of the success in Queensland, St John are about to roll Salesforce out across the other states. SalesFix have been able to work with St John Ambulance, recognising that the Federated structure of the organisation means that each state and territory adopts different processes and have designed a customised system that can accommodate all of the variables whilst still ensuring that the system is
streamlined and giving the same results Nationwide!
“We are excited about the rollout across more states and territories. We have seen the success in Queensland and know Saleforce is the best solution for our organisation, with SalesFix as our long-term consulting partner” – Shay McAuley
The Results
From a time-heavy, paper-based system, St John Queensland now conduct all business operations through Salesforce. As a result, the customer experience in QLD has improved tenfold; certificates are issued same day, companies can complete online course bookings, customers can bulk book spaces and then add student details later, follow up emails are sent, bills are paid on time and information across all areas is structured and easy to find.
The results enable greater flexibility with clients, improved communication across all departments, leads and bookings are effectively managed, volunteer communication is improved, and time spent on manual administration has been greatly reduced.
The implementation of an integrated CRM with ERP system has meant that they no longer need 5 full time staff members on their admin team, saving an approximate $275K per year on wages and allowing those funds to be pumped back into the Charity.
PriceWaterhouseCoopers did an audit of St John in Australia and said that if they were on a single solution they would save $8 million a year.
A proactive CEO who had used Salesforce in a previous role introduced the system to St John Ambulance Queensland. Working with SalesFix gave the Queensland state service a tailored CRM system that modernised the way St John Ambulance operated. Salesforce has brought together staff, volunteers, students and many others throughout the organisation to deliver the highest standards of service that gives St John Ambulance the edge!
Standardised
Bulky, manual, paper based systems were slowing down the processes across the St John organisation. With over 135 years in operation, it was time to improve efficiencies in business practices and standardise the way they did things across the board. St John Ambulance is a federated structure, however, Salesforce was still able to adapt and consider the needs of all groups.
Focused
Focused on delivering their services more efficiently, St John Queensland looked closely at their paper based systems and knew it was time to introduce a professional CRM system that could work with them to ensure they stay around for another 135 years!
Part of their focus was to eliminate double handling and be able to manage their invoicing more efficiently. This meant integrating their ERP system (MYOB in their case) with their CRM.
