Sales Partnerships Inc. Achieves Workflow Automation and Business Scale with Flowfinity

Region: Americas
Company Size: SMB
Sector: Sales Outsourcing
Function: Sales Force Automation, CRM, Talent Management

The Challenge

Sales Partnerships builds award-winning customer acquisition, growth and retention solutions for the world's most respected brands. The organization recruits hundreds of sales people each year who represent various customers' products in over 100 markets and territories in the United States.

Sales Partnerships initially wanted a software tool that could automate business processes across every department including selling, marketing, and recruiting. The organization needed a flexible mobile application development tool to create custom mobile applications for standardizing any existing business process. However, management soon realized the tool also needed to adapt quickly to mission-critical business processes to facilitate growth and scalability. It was important for the software to be user-friendly so it could be leveraged by any staff member, from IT to business development departments, to help meet the demand for mobility across the organization.

Examples of mobile business applications included those needed by sales reps to accurately track their progress in the field, and easily look up data regarding past customer and prospect history. The organization also needed mobile applications for recruiting and talent management. Management wanted the ability to maintain and track detailed, reportable data sets from hundreds of candidate interviews performed every year.

"We needed a platform that could enable us to quickly deploy mobile business process applications in the field, as we're a very field-focused company," said Orion Wiseman, Vice President of Information Services, Sales Partnerships. "Automation is crucial for our organization, but we were also looking for a platform that could quickly scale our business."

The Solution

Sales Partnerships selected Flowfinity for its customization capabilities, powerful workflow features, and real-time database access. The organization can cost-effectively and efficiently build, maintain, and operate mobile applications that meet all business process requirements. Now, Sales Partnerships has a powerful platform to rapidly scale operations throughout North America.

"Flowfinity's flexibility allows us to automate and standardize every business process we have."

Sales Partnerships chose Flowfinity's private cloud deployment which offers a dedicated database and isolated software instance. The organization is now able to achieve more privacy and higher control of its database, while still being provided full IT infrastructure support from Flowfinity.

Ability to scale with robust, flexible tool

Flowfinity software has allowed Sales Partnerships to build applications that meet the complexity of its business processes and the technical requirements from IT. The mobile applications typically built require conditional logic, on-device calculations, CSV import/export, and enhanced formula fields to reflect every step of the workflow. Flowfinity's point-and-click application development software has given Wiseman and his team the ability and confidence to continuously grow the business.

"Flowfinity's flexibility allows us to automate and standardize every business process we have," said Wiseman. "The fact that we can scale up from a couple of employees to a couple hundred employees is very powerful. With a solid workflow automation tool, we have been able to efficiently ramp up operations and successfully scale our business on a nationwide level."

Flowfinity's one-click, instant updates across all mobile and desktop devices allow Sales Partnerships to save even more time. No matter the user's preferred platform, the updates are consistently applied so Sales Partnerships can focus on its business processes without having to worry about the technology.

Feature-rich, customized solutions for every client

With customer satisfaction being the number one priority, Sales Partnerships can add additional value to its services by creating a custom solution for each client. Flowfinity's powerful customization capabilities enables Sales Partnerships to tailor mobile applications, so clients can capture the specific data sets they need. All field data operations are automated, and Sales Partnerships can provide total transparency into its processes to serve clients better.

"By leveraging Flowfinity to build customized solutions for our clients, we're able to measure the effectiveness our customers' channels and provide the rich, accurate information they're looking for," said Wiseman.

Real-time data for faster business decisions

Flowfinity's fully automated database configuration and integration capabilities allow Sales Partnerships to easily build internal dashboards. Business reports for management can be produced from any data set, at any time, for faster and smarter changes.

"Flowfinity's direct database access is absolutely critical for our daily operations," said Wiseman. "We create summary reports with real-time data from the field, then measure and communicate key performance indicators (KPIs) graphically to our leaders and decision-makers for immediate feedback."

The improved feedback loop also enables the organization to perform more, higher-quality work. In the recruiting and talent management departments, teams can conduct more interviews and hire faster, while keeping business integrity and standards.

"We create summary reports with real-time data from the field, then measure and communicate key performance indicators (KPIs) graphically to our leaders and decision-makers for immediate feedback."

Collaborative environment with internal teams and stakeholders

The creation of new business applications has never been easier. Flowfinity's intuitive, declarative approach to specifying application functionality allows various teams to be involved in the creation and ongoing maintenance of development projects. This allows for greater support from available hands-on personnel, putting less strain on an already limited IT department. Mobile business process applications now have quicker deployment and lower ongoing maintenance costs.

"We've created a collaborative process that involves all stakeholders for any given application," said Wiseman. "Since partnering with Flowfinity, we've successfully become a distributed, mobile-focused business. We're now able to conduct business from the office, out of a home business, and on the road, using mobile tools. Flowfinity has completely changed the way we conduct our business."