Delivering change with the world's #1 CRM
Inardua is a UK Salesforce Partner consultancy and Certified B Corp™ with over 10 years of experience working with organisations of all sizes from 10 to 10,000+ users. Operating across a multitude of industries; from eCommerce and Publishing to Energy and Financial Services.
We help organisations grow, using Salesforce to deliver strategic change across Sales, Marketing & Customer Experience.
Our expertise blends technical with functional. Our consultants have backgrounds in Sales, Marketing and Product Management and have worked on some of the UK’s largest Salesforce implementations. This allows us to truly understand the challenges you may be facing and provide business-focused solutions to them.
Our offerings
We are currently offering free Health Checks to those who want to get more from their Salesforce platform and offer free Discovery Calls to any business considering getting started with Salesforce.
Digital Transformation
Salesforce is scalable and can provide all the tools you need to grow your business, from Marketing Automation to Pipeline Management and Customer Service. All your data is in one place, creating constant communication between your workforce, helping aid business decisions and increase efficiency.
Complete Digital Transformation will take your business to the next level with an aligned strategy for customer acquisition, whilst maximising customer retention. You will have the freedom to meet the needs of your customers and business all whilst improving customer experience and ROI.
Salesforce for SME & Startups
We developed LaunchPad to provide a lower cost of entry to the Salesforce Platform. It combines a fixed-price Quickstart to get you up and running with a longer-term roadmap and strategy.
If you are interested in having a 30 min Discovery Call please get in touch.
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Portfolio
Financial Servies Cloud Implementation
Objective
Providing a “single customer view”, initially to manage the Group-Advisor relationship, and later the Advisor-Client relationship. Consolidation of multiple legacy systems. Automation of key head-office processes.
Outcome
Salesforce Financial Services Cloud was implemented with data from 3rd party systems integrated into the FSC data model. Significant use of Service Cloud functionality including numerous Case Management processes and Computer Telephony Integration. Office365 integration ensures activity is logged correctly.
In addition to the roll-out of standard functionality to around 1500 users, custom business processes have been built in Salesforce, improving efficiency and further improving the “single customer view” provided by the platform.
Segmented Marketing Campaigns
Objective
To support scalable business growth by implementing segmented marketing communications, the optimisation of sales processes, and a migration to Salesforce Lightning.
Outcome
A number of years after the initial introduction of Salesforce to the business, Salesforce Classic was still in use and the data structure contained duplicate fields, unnecessary custom objects and cluttered layouts.
We completed a migration to Lightning, and completed a full platform restructure to reconcile to best-practice.
An end-to-end process was introduced which covered the capture of event attendee information within Salesforce; assignment of event attendees to relevant Campaigns; and the sending of tailored communications to customisable segment groups of customers through an integration to Mailchimp.
We also set-up Lead-to-Opportunity conversion and automation of sales processes, to ensure that by completion of the project the client was provided with a platform set-up to support business growth through sophisticated marketing, efficient sales processes, and a set-up to support long-term CRM strategy.
Sales Cloud Lightning Implementation
Objective
To allow streamlined sales processes, incorporating forecasting, products/pricebooks, automation of renewals and approval processes
Outcome
This greenfield implementation of Sales Cloud Lightning moved the organisation from working on spreadsheets and emails, to a fully integrated and highly-automated sales process built on Salesforce.
A crucial part of the implementation involved the automation of annual renewals (valued at $30m+ annually) which required various tasks, communications and approvals to be completed prior to the renewal orders being submitted to a supplier.
Additional automations were implemented for “net new” sales to ensure Opportunities were correctly converted into Assets on closure.
Finally, the implementation involved comprehensive forecasting and reporting functionality.
Optimising Energy Sales
Objective
To support the continued growth of this renewable energy supplier in the face of increased competition and fast-changing regulation.
Outcome
Salesforce Sales Cloud Implementation to support 3x distinct sales processes, with the flexibility to adjust and add to these depending on the future needs of the business and market.
Domestic & SME required improvements to efficiency to enable higher-volume, lower-margin sales in an effective manner. We implemented Computer Telephony Integration (CTI) and Omni-Channel to manage both inbound and outbound sales processes. In addition, quoting was integrated into Salesforce, maximising the use of the standard Opportunity, Product & Pricebook functionality.
Industrial & Commercial sales required a more tailored approach. Salesforce provided a Single Customer View with details of all communications/activity integrated via Office365. Quoting was integrated into back-office trading systems and then provided to the customer via Adobe Sign integration, with multiple approval processes dependent on the sale value or margin thresholds.
Finally, broker sales and RFQs were handled through a file import processes which handled complex, multi-site tenders.
Upon completion of the project we had delivered to the client a Salesforce platform which had centralised UK and International sales information, and delivered efficient automated sales processes.
International Sales Function
Objective
To implement the international sales function of the business within Salesforce in order to support business growth, efficiency, and to centralise all sales data.
Outcome
We created a bespoke sales channel for international users – including the set-up of user accounts, automated sales processes, security and sharing settings – to support business growth via a new channel.
Additionally, we introduced Multiple Currencies, Enterprise Territory Management and Forecasting to ensure visibility of data across the whole platform and robust reporting.
Upon completion of the project we had delivered to the client a Salesforce platform which had centralised UK and International sales information, and delivered efficient automated sales processes.