Saatchi & Saatchi maximizes employee productivity through better collaboration

Challenge

• National advertising agency spread across 8 U.S. offices needed a better way to collaborate and manage projects for a key client’s regional marketing needs
• Previous project management platform was difficult to customize and didn’t provide collaboration, document sharing or access to production partners
• Wanted to use technology in innovative ways to improve project management by promoting collaboration and knowledge sharing while providing standard functionality such as contact and vendor management

Solution

• Chose Salesforce for the ability to consolidate accounts and contacts for a distributed team
• Chose Chatter to increase internal idea sharing and contextualize project focused communication
• Chose Force.com for the ability to create integrated business solutions that map to existing business process

Sales Cloud

• Contacts and accounts objects are consolidated into one customer intelligence machine
• Information on 400 dealer customers can be accessed and updated in one place

Force.com

• Developed custom project management application in a few weeks for the account management, creative, and production groups
• Chose Force.com over other development alternatives for its configurability, scalability, and ease of use
• Custom and standard objects share links and data so that records, content, and conversations are semantically linked automatically
• Profile-based views of complex project records present only relevant project information for each team member; Force.com code (Apex) triggers notify the appropriate team member when pertinent project information changes or needs attention

Chatter

• Salesforce Chatter allows colleagues to share and discuss content as well as project milestones and changes within the specific business record for a project or campaign
• Users follow and share feedback on key projects and easily stay on top of important developments in other areas of the company
• Standard and Custom objects become collaborative with one click, improving information flow without email overload
• Cloud Swarm 3 from the AppExchange lets employees automatically follow the accounts and projects relevant to their role
• Chatter Combo Pack from the AppExchange provides useful Chatter add-ons, such as the Chatter mini-feed

Results

• Increased workflow efficiency and improved collaboration between geographically distributed account management, project management, and creative department team members has made them more productive
  • Custom applications are easily and regularly updated to reflect changes in business processes without the need for development resources
  • Easy-to-use applications have high adoption rates and improve overall communication
• Easy and fluid sharing of ideas, projects, and business successes among different teams and offices helps the entire organization be more efficient, creative and successful
  • One centralized repository of client, market, and project information allows complete visibility into project status, cost, and regional activities across the entire organization for the first time
  • Organization-wide visibility of creative work has allowed for immediate re-use and implementation of great ideas in new markets where they can be most effective