Carnac Group

When SLS Services approached Carnac Group, they were completing most of their transactions manually, costing them valuable time and money

How could SLS Services introduce technology and automation to help them streamline their processes and extend their reach? After all, delivering more first aid training to more people would save lives

They came to us with a vision to automate business processes and consolidate their operations and data into a single source of truth

For Holly and her team, Salesforce ticked all the right boxes as the platform to help them achieve this

• Opportunity management (with quoting)
• Management of supply chain processes (purchasing and despatching)
• Integration with MYOB for accounting
• Integration with Axcelerate Learning Management System to visualise training records of contacts in Salesforce First we first worked with SLS Services to clarify and prioritise their operational pain points Their biggest problem was disconnectivity between the various systems they used to accept, deliver and manage orders

Given SLS Services’ online store is where most customer transactions start, integrating it with Salesforce was critical Any orders created via their ecommerce site would synchronise with Salesforce, giving them confidence in their accounts, orders and order lines Any changes made to pricing in Salesforce would update automatically on their ecommerce site

For managing their training schedule and bookings, SLS Services would continue to use their Learning Management System (LMS) Axcelerate And by integrating it with Salesforce through custom development, all training history and purchases would be tracked against contacts and accounts in Salesforce

But SLS Services doesn’t just deal with one-off transactions via its website To support SLS Services with its corporate and government clients, we configured opportunity management and CPQ Whether responding to a competitive tender, renegotiating contracts or adjusting pricing, having a clear process enhanced with automations to save time and effort made sense

Last but not least, SLS Services chose Pardot, Salesforce’s end-to-end marketing automation product to engage with prospects to promote their equipment and training

“Working with Carnac was a smooth and easy process [They] showed care and commitment to supporting our organisation to ensure we had a successful launch and product going forward ” – Holly Chave, Business Manager, Surf Life Saving Services SLSNSW uses Salesforce to work smarter, not harder, to quickly process quotes and payments Before, quotes, invoices, and purchase orders took weeks to pass between sales, management and accounting Now, SLS Services can perform this entire workflow online within 1 hour

Chave says, “we can move from quoting to invoicing to receiving payment within an hour, which is amazing for a charity The streamlined process is important when clients need something like a defibrillator ” “Our salespeople are no longer worried about paperwork; they can just keep selling and continue that momentum of saving lives,” said Chave

As SLS Services looks to the future, they now have the right tools to achieve sustainable growth and efficiency This implementation means SLSNSW can continue to save lives, create great Australians, and build better communities for many generations to come

Surf Live Saving Services is a registered training provider offering first aid, CPR and mental health training to individuals, communities and organisations across NSW and the ACT It is a wholly owned subsidiary of Surf Life Saving NSW, a volunteer organisation with more than 75,000 members All revenue raised through Surf Life Saving Services directly supports the surf lifesaving mission to save lives, create great Australians, and build better communities

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