TrustSphere Relationship Analytics for Salesforce

Improving customer relations

Eagle Technology has many and varied relationships with hundreds of organisations, large and small. Although our CRM had a good picture of our clients, key financial data and pipeline we didn't have a complete and current inventory of all contacts nor a sense of overall relationship health with our customers. Since using Trustsphere we have dramatically improved the capture and ongoing management of contacts and we are now able to deliver relationship analysis data to the sales team right inside Salesforce. The information provides a very useful guide to sales staff and management in particular in complex accounts where we have multiple touch-points across both organisations. Consideration of Trustscore at a contact level also enables more effective communication on key initiatives such as training opportunities, technical seminars and our national conference.

We capture over 30% more data and protect our IP

Our business challenge, in a ​ fast changing industry ​,​ is to retain the intellectual property ​within the company, derived over time, when people leave. Salesforce captures some of this, but does not give us a 360 degree view of the relationships we have with our prospects, customers and partners. When long serving employees​ decide to ​move on , we realised we did not have all key relationships, or understand how strong or important they were. So we implemented TrustSphere to automatically collect ​all communication interactions in Salesforce, analyse how strong the relationships were, and allow us to be really proactive in retaining those valuable relationships. TrustSphere captures so much more information that we weren't keeping. We are also about to launch a new global business product, and Trustsphere will enable us to collect and keep track of all the emerging contacts and surface the importance of those relationships. This solution totally complements Salesforce CRM.

Salesforce add-on that you cannot live without!

TrustSphere’s Messaging Intelligence solution radically improved the value and return that we are getting from our investment in Salesforce. TrustSphere provides us a 360 degree view of all customer, partner and prospect communications and automatically injects this information into Salesforce to help ensure that nobody is blind-sided or uninformed of these interactions, as well, to ultimately help improve upon account team strategy and collaboration. TrustSphere has also helped us in identifying unregistered relationships and customer contacts that need to be entered into the Salesforce contact database. TrustSphere’s technology has helped us improve both Salesforce adoption, as well, the overall quality of our Salesforce data. I highly recommend TrustSphere to anyone looking to improve the overall value and ROI in Salesforce.

Our CRM is now complete

We have been using TrustSphere’ s Messaging Intelligence for Salesforce application since April 2014 and it is proving to be a highly valued tool for both management and sales. It is intuitive, easy to install and use, and highly effective. Our Salesforce is now complete and we have no requirement to use another analytics program to view unknown connections or relationships. TrustSphere’ s Messaging Intelligence for Salesforce app. has made it simple to see who has and hasn’t been contacted and who we should reach out to first. Our staff (who are located around Australia) are using the “traffic lights” indicators to see who in the company has last been in contact with the client so that there is a clear understanding of how an account is being engaged. Using TrustSphere our forecast rates have increased substantially.