SlideShare a Scribd company logo
1 of 3
Download to read offline
Staff now has 100% confidence that via FinancialForce HCM, their HR
records and especially time and attendance are handled fairly and correctly,
and we are able to ensure our HR policies are fully implemented and
consistently maintained.”
Featured Product ­
FinancialForce Accounting
Systems Replaced
Xero
Company Size
Small
Industry
Self Storage
Other Products In Use
FinancialForce HCM
Location
London, United Kingdom
AppExchange Rating
ABC Selfstore
ABC Selfstore is a storage provider based in London. Flexible
terms and a sharp focus on exceptional customer service
help ABC stand out from competitors, and keep customers
coming back again and again.
That customer retention is due in part to selecting systems
like FinancialForce Accounting and FinancialForce HCM
on the Salesforce platform. Before the cloud ERP solution,
the company was using separate, manual-based systems
at every store location. There was no central place to track
customer issues, opportunities, financials, or employee time
and attendance. Now they can stay on top of everything
in one, unified system to keep processes smooth and
customers happy.
SUCCESS STORY
ABC Selfstore
David Milton | Partner
Business Issues
•	 Business operating from several sites in and around London provided
geographical challenges
•	 5 separate companies operating individually with different policies
made it hard to see an overall picture of employee data
•	 Time and attendance, absence management and timesheet approval
processes were very manual with difficult traceability
•	 Lack of visibility into employee absence at each storage location meant
the company could be left without cover
•	 Manual system for tracking new opportunities with little transparency
across the stores, meaning some opportunities could be missed
•	 Manual systems with low visibility for monthly targets, pipeline,
opportunity types and employee time and attendance- time consuming
for administration and not robust.
•	 No central system for tracking and managing customer issues
Benefits & Results
•	 All information across all sites now accessible from anywhere
•	 All time off requests are now automated triggering notification to
Management–management of staff holidays to avoid under-staffing
much simpler saving at least 1.5 days per month
•	 Management is notified of changes to employee records and contracts
•	 All lieu time logged against timesheets. Employees can book
this time off by the hour and restrictions mean it can only be
taken when allowed
•	 Time saved at month end on payroll-another saving of 1.5 days per
month for one person
•	 Automation of manual processes such as managing lieu time and
checking holiday balances has allowed the business to be more efficient
with less resources
•	 Opportunities now fed into a central Chatter feed and picked up by
whichever store can deal with it there and then which has resulted in an
18% uplift in closed sales in first year alone
•	 Visibility into monthly targets and opportunities in the pipeline have
helped close more sales
•	 Salesforce and FinancialForce HCM are facilitating a move to targets
based on customer service levels, further enforcing the company’s
differentiator on personal service
•	 Employees are working more efficiently with more focus on
opportunities and close rates
Integration with the
Salesforce platform has
meant the management of
our teams is linked seamlessly
with the management of
our customers’ sales and
customer service experience–
in other words our business!”
David Milton | Partner
SUCCESS STORY • ABC Selfstore
Benefits & Results
•	 Better visibility and ability to prioritise higher value sales will help to
increase average sales value in the future
•	 All key metrics, such as split on win rates to individuals/opportunity
types, can now be tracked leading to a new level of information and
better management of the sales pipeline
•	 Cases managed in the system for better tracking and resolution
•	 Meetings are now more productive with real-time information
at hand
SUCCESS STORY • ABC Selfstore
All time off requests are
now automated triggering
notification to Management–
management of staff holidays
to avoid under-staffing much
simpler saving at least 1.5
days per month.”
Copyright © FinancialForce, inc. All rights reserved. The information contained in this document is intended for general information only, as it is summary in nature and subject to change. FinancialForce and
FinancialForce.com are trademarks of FinancialForce.com, inc. Any third-party brand names and/or trademarks referenced are either registered or unregistered trademarks of their respective owners. FFFY1013US
To find out more about FinancialForce solutions, please contact us at:
www.FinancialForce.com | info@financialforce.com | 866-743-2220 | @FinancialForce
David Milton | Partner

More Related Content

What's hot

Sugar crm by sakee
Sugar crm by sakeeSugar crm by sakee
Sugar crm by sakee
Ravi Thakur
 
Crm evolution- crm phases
Crm  evolution- crm phasesCrm  evolution- crm phases
Crm evolution- crm phases
hemchandmba14
 
Final eb ch p customer relationship management
Final eb ch p customer relationship managementFinal eb ch p customer relationship management
Final eb ch p customer relationship management
azmatmengal
 
Selecting CRM Software
Selecting CRM SoftwareSelecting CRM Software
Selecting CRM Software
sbeshuk
 
CRM OVER MOBILES
CRM OVER MOBILESCRM OVER MOBILES
CRM OVER MOBILES
E P John
 

What's hot (20)

Sugar crm by sakee
Sugar crm by sakeeSugar crm by sakee
Sugar crm by sakee
 
Our latest version, V5
Our latest version, V5Our latest version, V5
Our latest version, V5
 
Sales force automation
Sales force automation  Sales force automation
Sales force automation
 
SFA Sales Reporting Software for Key Performance Indicators
SFA Sales Reporting Software for Key Performance IndicatorsSFA Sales Reporting Software for Key Performance Indicators
SFA Sales Reporting Software for Key Performance Indicators
 
CRM Initial Requirements Gathering Workshop Pack
CRM Initial Requirements Gathering Workshop PackCRM Initial Requirements Gathering Workshop Pack
CRM Initial Requirements Gathering Workshop Pack
 
Crm evolution- crm phases
Crm  evolution- crm phasesCrm  evolution- crm phases
Crm evolution- crm phases
 
Agile finance package slide deck
Agile finance package slide deckAgile finance package slide deck
Agile finance package slide deck
 
Final eb ch p customer relationship management
Final eb ch p customer relationship managementFinal eb ch p customer relationship management
Final eb ch p customer relationship management
 
Benefits of Connecting Ecommerce with Microsoft Dynamics CRM and Dyncmics 365
Benefits of Connecting Ecommerce with Microsoft Dynamics CRM and Dyncmics 365Benefits of Connecting Ecommerce with Microsoft Dynamics CRM and Dyncmics 365
Benefits of Connecting Ecommerce with Microsoft Dynamics CRM and Dyncmics 365
 
Incentive compensation in fusion CRM
Incentive compensation in fusion CRMIncentive compensation in fusion CRM
Incentive compensation in fusion CRM
 
B2 b marketing
B2 b marketing B2 b marketing
B2 b marketing
 
E business scm_crm
E business scm_crmE business scm_crm
E business scm_crm
 
Selecting CRM Software
Selecting CRM SoftwareSelecting CRM Software
Selecting CRM Software
 
Crm software solution
Crm software solutionCrm software solution
Crm software solution
 
KIT - ERP Open Courseware
KIT - ERP Open CoursewareKIT - ERP Open Courseware
KIT - ERP Open Courseware
 
Higher Revenue with Renewals for Sales VPs
Higher Revenue with Renewals for Sales VPsHigher Revenue with Renewals for Sales VPs
Higher Revenue with Renewals for Sales VPs
 
JD Edwards EnterpriseOne CRM Foundation
JD Edwards EnterpriseOne CRM FoundationJD Edwards EnterpriseOne CRM Foundation
JD Edwards EnterpriseOne CRM Foundation
 
Brokers Answer to Fix HRs largest problems. Get Integrated Benefits.
Brokers Answer to Fix HRs largest problems. Get Integrated Benefits.Brokers Answer to Fix HRs largest problems. Get Integrated Benefits.
Brokers Answer to Fix HRs largest problems. Get Integrated Benefits.
 
OIC Demo
OIC DemoOIC Demo
OIC Demo
 
CRM OVER MOBILES
CRM OVER MOBILESCRM OVER MOBILES
CRM OVER MOBILES
 

Similar to FinancialForce HCM Case Study: ABC Selfstore - small biz

11 steps to success with Salesforce: adoption to addiction
11 steps to success with Salesforce: adoption to addiction11 steps to success with Salesforce: adoption to addiction
11 steps to success with Salesforce: adoption to addiction
Daniel Plume
 
CompCloud2014_Process getting in the way of Profit_Breakout_OS_Xactly_BV_Brea...
CompCloud2014_Process getting in the way of Profit_Breakout_OS_Xactly_BV_Brea...CompCloud2014_Process getting in the way of Profit_Breakout_OS_Xactly_BV_Brea...
CompCloud2014_Process getting in the way of Profit_Breakout_OS_Xactly_BV_Brea...
Laura Roach
 
Workforce Utilization Study Presentation
Workforce Utilization Study PresentationWorkforce Utilization Study Presentation
Workforce Utilization Study Presentation
Chad Davis
 

Similar to FinancialForce HCM Case Study: ABC Selfstore - small biz (20)

Crm software services india
Crm software services indiaCrm software services india
Crm software services india
 
Orgzit CRM - Customer Relationship Management
Orgzit CRM - Customer Relationship Management Orgzit CRM - Customer Relationship Management
Orgzit CRM - Customer Relationship Management
 
Customer Relationship Management
Customer Relationship ManagementCustomer Relationship Management
Customer Relationship Management
 
11 steps to success with Salesforce: adoption to addiction
11 steps to success with Salesforce: adoption to addiction11 steps to success with Salesforce: adoption to addiction
11 steps to success with Salesforce: adoption to addiction
 
What is CRM ( Customer Relationship Management )
What is CRM ( Customer Relationship Management ) What is CRM ( Customer Relationship Management )
What is CRM ( Customer Relationship Management )
 
Service Cloud: The Perfect Pitch for Telesales
Service Cloud:  The Perfect Pitch for TelesalesService Cloud:  The Perfect Pitch for Telesales
Service Cloud: The Perfect Pitch for Telesales
 
Leveraging Salesforce to Fuel your Sales Pipeline at Events
Leveraging Salesforce to Fuel your Sales Pipeline at EventsLeveraging Salesforce to Fuel your Sales Pipeline at Events
Leveraging Salesforce to Fuel your Sales Pipeline at Events
 
FinancialForce Revenue Recognition Datasheet
FinancialForce Revenue Recognition DatasheetFinancialForce Revenue Recognition Datasheet
FinancialForce Revenue Recognition Datasheet
 
BAASS Connect 2013 - Getting CRM to Work For My Business
BAASS Connect 2013 - Getting CRM to Work For My BusinessBAASS Connect 2013 - Getting CRM to Work For My Business
BAASS Connect 2013 - Getting CRM to Work For My Business
 
CompCloud2014_Process getting in the way of Profit_Breakout_OS_Xactly_BV_Brea...
CompCloud2014_Process getting in the way of Profit_Breakout_OS_Xactly_BV_Brea...CompCloud2014_Process getting in the way of Profit_Breakout_OS_Xactly_BV_Brea...
CompCloud2014_Process getting in the way of Profit_Breakout_OS_Xactly_BV_Brea...
 
Workforce Utilization Study Presentation
Workforce Utilization Study PresentationWorkforce Utilization Study Presentation
Workforce Utilization Study Presentation
 
Increase Sales and Improve Productivity
Increase Sales and Improve ProductivityIncrease Sales and Improve Productivity
Increase Sales and Improve Productivity
 
FinancialForce Billing Case Study: Seagate - enterprise biz
FinancialForce Billing Case Study: Seagate - enterprise bizFinancialForce Billing Case Study: Seagate - enterprise biz
FinancialForce Billing Case Study: Seagate - enterprise biz
 
FinancialForce HCM Case Study: Jacobus Consulting - midsize business
FinancialForce HCM Case Study: Jacobus Consulting - midsize businessFinancialForce HCM Case Study: Jacobus Consulting - midsize business
FinancialForce HCM Case Study: Jacobus Consulting - midsize business
 
Cloud ERP (Enterprise Resource Planning) Software Datasheet from FinancialForce
Cloud ERP (Enterprise Resource Planning) Software Datasheet from FinancialForceCloud ERP (Enterprise Resource Planning) Software Datasheet from FinancialForce
Cloud ERP (Enterprise Resource Planning) Software Datasheet from FinancialForce
 
Chap008
Chap008Chap008
Chap008
 
Quick Wins for Tour Operators - ETOA Showcase Digital Conference
Quick Wins for Tour Operators - ETOA Showcase Digital ConferenceQuick Wins for Tour Operators - ETOA Showcase Digital Conference
Quick Wins for Tour Operators - ETOA Showcase Digital Conference
 
FinancialForce Financial Management Case Study: Venture Technologies - mid si...
FinancialForce Financial Management Case Study: Venture Technologies - mid si...FinancialForce Financial Management Case Study: Venture Technologies - mid si...
FinancialForce Financial Management Case Study: Venture Technologies - mid si...
 
Best practices for contact center performance management
Best practices for contact center performance managementBest practices for contact center performance management
Best practices for contact center performance management
 
Learning Path- Success Metrics-Community.pptx
Learning Path- Success Metrics-Community.pptxLearning Path- Success Metrics-Community.pptx
Learning Path- Success Metrics-Community.pptx
 

Recently uploaded

The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai KuwaitThe Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
daisycvs
 
Challenges and Opportunities: A Qualitative Study on Tax Compliance in Pakistan
Challenges and Opportunities: A Qualitative Study on Tax Compliance in PakistanChallenges and Opportunities: A Qualitative Study on Tax Compliance in Pakistan
Challenges and Opportunities: A Qualitative Study on Tax Compliance in Pakistan
vineshkumarsajnani12
 

Recently uploaded (20)

New 2024 Cannabis Edibles Investor Pitch Deck Template
New 2024 Cannabis Edibles Investor Pitch Deck TemplateNew 2024 Cannabis Edibles Investor Pitch Deck Template
New 2024 Cannabis Edibles Investor Pitch Deck Template
 
Durg CALL GIRL ❤ 82729*64427❤ CALL GIRLS IN durg ESCORTS
Durg CALL GIRL ❤ 82729*64427❤ CALL GIRLS IN durg ESCORTSDurg CALL GIRL ❤ 82729*64427❤ CALL GIRLS IN durg ESCORTS
Durg CALL GIRL ❤ 82729*64427❤ CALL GIRLS IN durg ESCORTS
 
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
 
Chennai Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Av...
Chennai Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Av...Chennai Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Av...
Chennai Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Av...
 
Pre Engineered Building Manufacturers Hyderabad.pptx
Pre Engineered  Building Manufacturers Hyderabad.pptxPre Engineered  Building Manufacturers Hyderabad.pptx
Pre Engineered Building Manufacturers Hyderabad.pptx
 
Putting the SPARK into Virtual Training.pptx
Putting the SPARK into Virtual Training.pptxPutting the SPARK into Virtual Training.pptx
Putting the SPARK into Virtual Training.pptx
 
PARK STREET 💋 Call Girl 9827461493 Call Girls in Escort service book now
PARK STREET 💋 Call Girl 9827461493 Call Girls in  Escort service book nowPARK STREET 💋 Call Girl 9827461493 Call Girls in  Escort service book now
PARK STREET 💋 Call Girl 9827461493 Call Girls in Escort service book now
 
Berhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
Berhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDINGBerhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
Berhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
 
Falcon Invoice Discounting: The best investment platform in india for investors
Falcon Invoice Discounting: The best investment platform in india for investorsFalcon Invoice Discounting: The best investment platform in india for investors
Falcon Invoice Discounting: The best investment platform in india for investors
 
Berhampur Call Girl Just Call 8084732287 Top Class Call Girl Service Available
Berhampur Call Girl Just Call 8084732287 Top Class Call Girl Service AvailableBerhampur Call Girl Just Call 8084732287 Top Class Call Girl Service Available
Berhampur Call Girl Just Call 8084732287 Top Class Call Girl Service Available
 
Call 7737669865 Vadodara Call Girls Service at your Door Step Available All Time
Call 7737669865 Vadodara Call Girls Service at your Door Step Available All TimeCall 7737669865 Vadodara Call Girls Service at your Door Step Available All Time
Call 7737669865 Vadodara Call Girls Service at your Door Step Available All Time
 
Nashik Call Girl Just Call 7091819311 Top Class Call Girl Service Available
Nashik Call Girl Just Call 7091819311 Top Class Call Girl Service AvailableNashik Call Girl Just Call 7091819311 Top Class Call Girl Service Available
Nashik Call Girl Just Call 7091819311 Top Class Call Girl Service Available
 
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai KuwaitThe Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
 
Falcon Invoice Discounting: Unlock Your Business Potential
Falcon Invoice Discounting: Unlock Your Business PotentialFalcon Invoice Discounting: Unlock Your Business Potential
Falcon Invoice Discounting: Unlock Your Business Potential
 
Challenges and Opportunities: A Qualitative Study on Tax Compliance in Pakistan
Challenges and Opportunities: A Qualitative Study on Tax Compliance in PakistanChallenges and Opportunities: A Qualitative Study on Tax Compliance in Pakistan
Challenges and Opportunities: A Qualitative Study on Tax Compliance in Pakistan
 
SEO Case Study: How I Increased SEO Traffic & Ranking by 50-60% in 6 Months
SEO Case Study: How I Increased SEO Traffic & Ranking by 50-60%  in 6 MonthsSEO Case Study: How I Increased SEO Traffic & Ranking by 50-60%  in 6 Months
SEO Case Study: How I Increased SEO Traffic & Ranking by 50-60% in 6 Months
 
Phases of Negotiation .pptx
 Phases of Negotiation .pptx Phases of Negotiation .pptx
Phases of Negotiation .pptx
 
Cannabis Legalization World Map: 2024 Updated
Cannabis Legalization World Map: 2024 UpdatedCannabis Legalization World Map: 2024 Updated
Cannabis Legalization World Map: 2024 Updated
 
Arti Languages Pre Seed Teaser Deck 2024.pdf
Arti Languages Pre Seed Teaser Deck 2024.pdfArti Languages Pre Seed Teaser Deck 2024.pdf
Arti Languages Pre Seed Teaser Deck 2024.pdf
 
How to Get Started in Social Media for Art League City
How to Get Started in Social Media for Art League CityHow to Get Started in Social Media for Art League City
How to Get Started in Social Media for Art League City
 

FinancialForce HCM Case Study: ABC Selfstore - small biz

  • 1. Staff now has 100% confidence that via FinancialForce HCM, their HR records and especially time and attendance are handled fairly and correctly, and we are able to ensure our HR policies are fully implemented and consistently maintained.” Featured Product ­ FinancialForce Accounting Systems Replaced Xero Company Size Small Industry Self Storage Other Products In Use FinancialForce HCM Location London, United Kingdom AppExchange Rating ABC Selfstore ABC Selfstore is a storage provider based in London. Flexible terms and a sharp focus on exceptional customer service help ABC stand out from competitors, and keep customers coming back again and again. That customer retention is due in part to selecting systems like FinancialForce Accounting and FinancialForce HCM on the Salesforce platform. Before the cloud ERP solution, the company was using separate, manual-based systems at every store location. There was no central place to track customer issues, opportunities, financials, or employee time and attendance. Now they can stay on top of everything in one, unified system to keep processes smooth and customers happy. SUCCESS STORY ABC Selfstore David Milton | Partner
  • 2. Business Issues • Business operating from several sites in and around London provided geographical challenges • 5 separate companies operating individually with different policies made it hard to see an overall picture of employee data • Time and attendance, absence management and timesheet approval processes were very manual with difficult traceability • Lack of visibility into employee absence at each storage location meant the company could be left without cover • Manual system for tracking new opportunities with little transparency across the stores, meaning some opportunities could be missed • Manual systems with low visibility for monthly targets, pipeline, opportunity types and employee time and attendance- time consuming for administration and not robust. • No central system for tracking and managing customer issues Benefits & Results • All information across all sites now accessible from anywhere • All time off requests are now automated triggering notification to Management–management of staff holidays to avoid under-staffing much simpler saving at least 1.5 days per month • Management is notified of changes to employee records and contracts • All lieu time logged against timesheets. Employees can book this time off by the hour and restrictions mean it can only be taken when allowed • Time saved at month end on payroll-another saving of 1.5 days per month for one person • Automation of manual processes such as managing lieu time and checking holiday balances has allowed the business to be more efficient with less resources • Opportunities now fed into a central Chatter feed and picked up by whichever store can deal with it there and then which has resulted in an 18% uplift in closed sales in first year alone • Visibility into monthly targets and opportunities in the pipeline have helped close more sales • Salesforce and FinancialForce HCM are facilitating a move to targets based on customer service levels, further enforcing the company’s differentiator on personal service • Employees are working more efficiently with more focus on opportunities and close rates Integration with the Salesforce platform has meant the management of our teams is linked seamlessly with the management of our customers’ sales and customer service experience– in other words our business!” David Milton | Partner SUCCESS STORY • ABC Selfstore
  • 3. Benefits & Results • Better visibility and ability to prioritise higher value sales will help to increase average sales value in the future • All key metrics, such as split on win rates to individuals/opportunity types, can now be tracked leading to a new level of information and better management of the sales pipeline • Cases managed in the system for better tracking and resolution • Meetings are now more productive with real-time information at hand SUCCESS STORY • ABC Selfstore All time off requests are now automated triggering notification to Management– management of staff holidays to avoid under-staffing much simpler saving at least 1.5 days per month.” Copyright © FinancialForce, inc. All rights reserved. The information contained in this document is intended for general information only, as it is summary in nature and subject to change. FinancialForce and FinancialForce.com are trademarks of FinancialForce.com, inc. Any third-party brand names and/or trademarks referenced are either registered or unregistered trademarks of their respective owners. FFFY1013US To find out more about FinancialForce solutions, please contact us at: www.FinancialForce.com | info@financialforce.com | 866-743-2220 | @FinancialForce David Milton | Partner