Horizon is an educational and care facility group in the UK that caters to children aged 7-18. With more than 45 homes and 8 schools across the UK, they work with young people that have special and additional needs. In addition to the family homes, their schools follow the accredited HEAL program.
Horizon chose the consultancy expertise of Atlantic Technologies’ using Salesforce solutions to accelerate their digital transformation. With over 20 years of Salesforce CRM experience, Atlantic implemented Sales Cloud and Service Cloud that benefited 2 distinctive teams at Horizon. Both the business development team and facilities management team had specific needs due to fragmented data collection as a result of excel sheets. The implementation of Salesforce Clouds allowed Atlantic to integrate the Horizon organization into a high-quality data system.
Horizon also had difficulty managing and matching the available spaces at their various sites, to the opportunities to provide care and support for young people, presented to them by local authorities. They needed to increase visibility and tracking of both these elements within and across the various groups of the organisation.
Lastly, there was insufficient reporting for new business vs old business and lack of clarity of the pipe line for the team. The Salesforce Clouds have streamlined the reporting of their business needs in real-time.
The solution of Sales and Service Cloud allows Horizon to bring staff, psychologists, teachers, students, and homes together with communication in a single vision and optimize their “One Company” model. The clarity of Salesforce dashboards enables the user to get a clear and concise measurement of activities and helps make accurate forecasts, ensures greater transparency on the team and meets evolving requirements.
Specifically, the benefits achieved by the Group are:
- visibility – real-time updates allowing clarity across the organization;
- tracking – differentiating leads and opportunities to be able to effectively manage their business growth;
- reporting – creating concise updates on business communication.
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