Interview with General Manager Laura Hannon
Last year October, ShoNet delivered a Salesforce CRM solution for the BDA Benevolent Fund. Their new online system has proven vital, as the world adapts to the changes Covid-19 has brought in.
Project Manager Ayesha Akaloo interviewed the General Manager of the fund, Laura Hannon, to gain more insight into how ShoNet helped to streamline their existing processes, improve communication with applicants and Trustees, and transform the way they managed their data.
“I wanted a system that meant that the applicant could do it in a simple process, a system that integrated with the forms, so I didn’t have to duplicate that, and also enable the trustees and myself to record the information and the decision making, so there was a full audit trail. Salesforce had the ability to do that, so that's why we chose that system”
Click on the audio buttons below to hear about Laura’s Salesforce journey with ShoNet
Please tell us about your Organisation
What were the main reasons for seeking a Salesforce solution?
What were the key challenges when transitioning from the previous setup to the current one?
How has the new solution improved business processes?
Has there been a noticeable improvement in the way you communicate with colleagues and/or applicants?
What are the three main benefits of having implemented Salesforce?
What has the feedback been from the Trustees?
BDA BF Application online forms are now much more intuitive and data is processed instantly and securely
“I'm really pleased with Salesforce. It completely matches the brief that we put out when we were looking for a new system. It is very easy to use and access via tablet or phone, whenever or wherever you are in the world. I like the live dashboards, I can easily see where we are performance wise at any point”
Ros Keeton - Chairman