Cefic goes from a Salesforce health check to streamlined operations
From health check to one view of every member
Key results
- 1 view of the network and its members
- Approvals streamlined for multiple use cases
- Faster time to delivery, thanks to the right center of excellence
The client
Cefic is the main trade association for the European chemical industry. From Brussels, it represents the sector with the EU institutions, member companies and national federations.
The challenge
Cefic manages its members and stakeholders in Salesforce. It needed a partner model that fit: the right skills, quick reactions, and one team covering both projects and day to day support.
That team had to stay close to the business, so it could respond as needs evolved.
What we did
A health check first. We reviewed the Salesforce implementation and listed the issues we found.
A shared roadmap. Cefic and Novera agreed on a roadmap of evolutions, aimed at the best use of Salesforce for operations and network management.
Streamlined approvals. We streamlined approval processes for multiple use cases.
Documents from Salesforce. PDF Butler is part of the setup for document generation.
A center of excellence. We set up the right center of excellence, so changes reach users faster.
The result
Cefic has one unified view of its network and members. Approvals run in a streamlined way across use cases. Time to delivery is shorter, because projects and support sit with one team.
