Before we introduced Salesforce at PaySauce, things were running smoothly enough. When I say smoothly, I mean that our operations were held together by super smart people working hard across six systems for billing, sales and contact systems. Sure, we were getting by, but we knew that scaling would be impossible in such a disjointed environment. <\/p>\n\n\n\n
PaySauce\u2019s vision is to make payroll effortless and employment relationships frictionless. To do this, we had to make our internal workings seamless first. We needed technology that would provide our team with a single source of truth and help us elevate our customer service, sales and marketing efforts.<\/p>\n\n\n\n
Here\u2019s a situation that may sound frustratingly familiar to anyone working in marketing or communications. Soon after joining PaySauce, I tried to send a newsletter to customers in a rural region here in New Zealand. I quickly learned the only way I could do this was massively convoluted \u2014 I had to download a specific spreadsheet, manually sort it and then upload the names to a mailing system. Worst still, there was no way for our contact centre or sales team to know I\u2019d ever sent the email!<\/p>\n\n\n\n
All this to say, before Salesforce, nothing was necessarily broken, but it certainly wasn\u2019t efficient. Everything has changed for the better since we implemented Salesforce with plenty of lessons learnt along the way. Here are some takeaways I hope other ESMBs can learn from.<\/p>\n\n\n