IRM Advisory Services

Posted by: Brendan Keating
Category: Case Studies, Professional Services, Sales Cloud
IRM Advisory Services

Project Details

  • Region: UK
  • Industry: Professional Services
  • Size of company: 35 Employees
IRM Advisory Services

About the customer

The IRM is the leading professional body for Enterprise Risk Management. They help build excellence in risk management to improve the way organisations work.

They provide globally recognised qualifications and training, publish research and thought leadership and set professional standards, which define the knowledge, skills and behaviours today’s risk professionals need to meet the demands of an increasingly complex and challenging business environment.

IRM members work in many roles, in all industries and across the public, private and not-for-profit sectors around the world. They are independent and not-for-profit.

Business Requirement and Customer Challenges

The IRM Training and Business Development team were looking to implement Salesforce as a new CRM solution which would allow them more customisation and control over the management of their sales processes.

Business Requirements included:

  • Clear customer information: Utilising the platform’s ability to provide a comprehensive overview of the customer.
  • Improved Sales and Lead Management: Tracking leads and opportunities throughout the sales pipeline.
  • Customisation: Tailor the platform to match the Training and Business development team’s specific sales workflows.
  • Analytics and Reporting: Take advantage of the reporting functionality within Salesforce to drive informed decision-making and help refine sales strategies.
  • Training: Ensuring the key team members are well equipped to customise and maintain their own Salesforce organisation, with a training plan and resources to use for future success.

Products implemented

Ignyto implemented the following Salesforce Solutions for The IRM:

  • Sales Cloud
  • Salesforce Lightning Events
  • iSpring app integration 

Results

  • Improved Sales user experience through detailed object changes.
  • Enhanced ability to manage Lead, Contact, Account and Opportunity data in a manner in line with The IRM Training and Business Development team’s process.
  • Enhanced reporting and data oversight with custom reports and dashboards.
  • Upskilling of users to allow administrative management and self guided customisation and improvements.

Length of Project (Days)

4 days

Quote from the customer

Ignyto was selected as the partner to implement Salesforce for one of the departments within our organisation. Our current CRM is limited in its functionality for certain areas of the business and Salesforce was chosen as an additional platform to help the department meet some specific business needs. The wider organisation is also looking at Salesforce as a CRM solution for other areas of the business.

George at Ignyto was extremely helpful and attentive and the implementation went smoothly and perfectly to plan. All queries, questions and suggestions were dealt with in a speedy, efficient manner. I would definitely recommend Ignyto as an implementation partner.

– Sanjay Himatsingani, Director Institute of Risk Management (IRM) Advisory Services Ltd

Contact us today to discuss how one of our Ignyto specialists can help your business implement Salesforce