Project

• Project management of Salesforce integration.

Objective

• Project manage the integration of Jurys and Leonardo Hotels UK with the Leonardo Hotels European salesforce system.

• Create a comprehensive way of working and a training program to train the whole UK sales team.

Success Criteria

• An integrated and activated Salesforce system for use across the UK business.

• A team of fully trained super users to support the launch and ongoing training needs of the business.

• The entire UK sales team is to be trained, engaged and confident working with the system.

Action

• Create project plan and lead a weekly sales call to engage the senior sales leadership and various internal third parties keeping them updated with all activity.

• Liaise with the European sales leaders ensuring all variations and changes were approved for use in the UK system.

• All users added, licenses created, and system access granted ready for training.

• Integration of significant volume of data to Salesforce from several sources working closely with the Sales Analyst and ensuring compliance with GDPR.

• Ways of working for the sales team implemented to ensure consistency.

• Training plan written in collaboration with the Sales Analyst who was supporting as the main sponsor throughout the project.

• Five super users identified from several regions and trained first.  This allowed a trial of the training and also gained support when the training was being carried out.

Result

• Five further training dates carried out across the UK to capture the nationwide team.

Feedback

“Colin was pivotal to the successful delivery and implementation of Salesforce to our business.

Having worked as a consultant with Jurys Inn and Leonardo hotel for several years, Colin was the first choice to lead this key project. 

He drew on his experience to lead the project and had complete trust and support from all involved.  His enthusiastic sales training engaged every member of the sales team, embedding the CRM tool into our team.

Colin took time to thoroughly understand our needs and worked collaboratively with our Sales Analyst and key members of the sales leadership team.

Without Colin’s help and relationships within the business the project would not have gained the momentum I needed to deliver by the deadline.

I would highly recommend Colin and look forward to working with him again on projects in the future.”

- Andy Besent, Head of Sales