Using Salesforce means we can listen to what our customers are saying and act on that feedback”

- Simon Collins, Co-founder and Director,
Katie pushes people to reach higher on the climbing wall while Eddie helps keep the rubber side down on the 4x4 track. As activity instructors, both are focused on keeping their customers safe and motivating them to achieve their goals. They don’t want to be bogged down with paperwork, invoicing and data entry. But as a growing business, they crave the transparency and accountability any small business needs to succeed.

“As an events and outdoor adventure company, our staff and contractors are always on the move,” explains Simon Collins,’s Co-founder and Director. “They are lively, outgoing people, but they’re more into scaling peaks than mountains of paperwork.”

With Salesforce, Katie and Eddie don’t have to worry about returning to their desk to complete routine business tasks. They can view customer information, check work schedules, respond to emails and submit invoices, all from the mountain top with their iPhones or tablets.

“Salesforce gives our team amazing freedom and flexibility,” declares Collins. “This means our instructors can get on with the job they love, while management has a level of business insight that many larger companies can only dream of.”

A custom app built on the Salesforce Platform to calculate margins with a few simple inputs is key to providing this insight, and has enabled the company to pinpoint how event overheads impact its bottom line. “The calculator was a revelation,” says Collins. “It has helped us price our events more accurately so we can improve our margin.”

Taking the lead

Salesforce is also helping become more profitable by enabling it to do more for less. “From following up leads and creating quotations to scheduling bookings and raising invoices, everything is easier with Salesforce,” says Collins. This has resulted in halving its sales admin overhead.

An automated approach to lead management has been key to unlocking these efficiency gains. receives more than 100 leads a day via its website. And with Salesforce, it can now follow up on every last one.

“We can send regular automated emails to both existing and prospective customers so we don't miss out on any new opportunities,” explains Collins. “Any manual emails can also be logged against customer profiles to give us a full picture of our interaction.”

Using Salesforce, can take an equally automated approach to distributing post-event surveys and capturing customer feedback. “Thanks to Salesforce we can listen to what our customers are saying and act on that feedback. It gives us greater agility and makes us both more profitable and competitive,” concludes Collins.

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