15 January 2024
Dedicated to payroll solutions, Dataplan is a payroll outsourcing company providing fully managed payroll services that unlike many of the big payroll solution players, who offer a bit of everything, specialise in payroll. DataPlan made a start on implementing Salesforce and realised that it was more functionally rich than they expected so needed help with reviewing and helping them to work through the implementation including integration of Proposify – a proposal generation tool.
Following some initial workshops, we proposed and implemented a Salesforce solution on FastStart, our rapid Salesforce implementation methodology. Presented them with a solution that made the best out of the out of the box Salesforce features, limited customisation, connected to multiple lead generation website and migrated legacy data. In a relatively short space of time, we provided them with a fully functional sales operation system with leads automatically being assigned to the sales team for qualification and proposal, ability to review KPI, reports and dashboards in a comprehensive and simple way.
