2016 Salesforce Essentials by partena professional

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Steve Maillard IT Manager Mechelen, June 21, 2016 START YOUR BUSINESS ONLINE A DREAM COME TRUE

Transcript of 2016 Salesforce Essentials by partena professional

Page 1: 2016 Salesforce Essentials by partena professional

Steve MaillardIT Manager

Mechelen, June 21, 2016

START YOUR BUSINESS ONLINE

A DREAM COME TRUE

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Agenda

› About Partena Professional

› Drivers for this project

› Project approach

› Project results

› Looking back

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Creating positive Customer Experience

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SmartStart & Compass

• Support « Entrepreneurs » during the company lifecycle (start, modify, stop)

• Manage all the formalities for new or existing companies

• Calculate, advise & optimize social contributions (social security)

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Key orientations

Client-oriented

Keep it simple

Self-service

e-Platform for Accountants

Faster, better, stronger

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Project drivers

Smart (pause, multi-devices)Simple & IntuitiveSelf-service 01

01 - User experience

02

03

04

Leads, leads, leadsCross-selling

02 - Growth

Legal constraintsGuide prospects/clientsDigitalization

04 - CompliantOnline paymentDigital signatureAutomatic invoicing

03 - E2E Online

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High-level architecture

SmartStart Online

Expert

INTE

GRAT

ION

S

MID

DLEW

ARE

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High-level process

• Subscribe "Inscription BCE"

• Subscribe "Activer TVA"

Service selection

• Customer Identification (with KBO link, e-ID, ...)

• Specific information by formality

Fill-in required data's • E-Payment

• Billing• E-mail

notification

Pay & confirm

• Forward to teams (FO/BO)

• Provide info's to back-end systems

Cases/Leads creation

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Be SMART, Be Efficient

AnalyzeIn-depth analysisLookIntegrationConstraints

Execute

Final validation

Develop

DevelopIntegrateTest

AcceptFinal testingBugfixingReviewAccept

DeployDeployHypercareClosing

InitiateBudgetScopingPlanningRequirem.

Start End

Jun Sep Dec Jan Mar Apr

Iterative process

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A big challenge• Why SalesForce ?• A complex business• Constraints

Legal aspects : guiding customer, provide enough information Only Once Wet Payment ? Signature ? eID vs. Mobile

• Keep the focus on the customer experience

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ANY QUESTION ?

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