Email Marketer automates workflow integrated with Salesforce

Emailvision saves hundreds of hours annually by automating document generation from Salesforce.com with RunMyProcess

Challenge

Emailvision is a global leader in Software as a Service (SaaS) for email marketing. It has 18 offices around the world, in the USA, Brazil, China, Israel, and throughout Europe. Over 5,000 marketers use its Campaign Commander™ service worldwide. In 2010, Emailvision delivered almost 40 billion messages on behalf of its customers and achieved a record 96.5% delivery rate.

Emailvision uses Salesforce.com for Customer Relationship Management (CRM). The sales team manages customers in Salesforce.com, but generated new contracts and purchase orders manually using Word and Excel. This manual process was time consuming and prone to errors, as information had to be entered by hand. The sales team wanted to automate document generation, but Emailvision did not have the necessary in-house technical resources.

Solution

After being introduced to RunMyProcess at a Salesforce.com user club meeting, Emailvision tasked RunMyProcess with helping it develop an automated business process to replace the existing manual one. Emailvision used the RunMyProcess platform to design a workflow and integrate it with Salesforce.com and Microsoft applications using the platform’s pre-configured connectors.

The new process automatically creates a contract in Word and a purchase order in Excel whenever a new customer or new business is added to Salesforce.com. The documents are then emailed by the RunMyProcess platform to the sales person in charge of the account for validation. The process is used in 18 countries by 200 sales reps and account managers; it is localized in 10 languages.

Benefits

Development of the process only took a couple weeks and was deployed gradually to all the sales teams worldwide in a matter of weeks. As expected, the process has virtually eliminated data entry errors and has freed up valuable time for the sales team.

Emailvision estimates it has saved on average 15 minutes for each of the 300 proposals done monthly. ”In addition to the considerable time savings, the new application has contributed to a clear increase in the quality of the data entered into SalesForce by the sales team,” says Nathalie Chaboche, Chief Marketing Officer. “As the data entered is used for formatting and creating contracts sent to clients, extra care is taken to include correct and updated data. This has in turn provided us with more exploitable data for driving our business.”

Based on this success, Emailvision has begun a second, more ambitious project to connect information flows between Salesfore.com, Sage ERP software and Campaign Commander, Emailvision’s SaaS email platform. “The ability to create a bridge between different systems that don’t communicate is magic. It will be a real added value,” says Pascal Charrier, VP Global Services, Emailvision.

Highlights

Increased sales team productivity

Fewer data entry errors

Salesforce.com integration

Automatic contract and invoice generation

Localized in 10 languages

Worldwide deployment in weeks

runMyProcess