SlideShare a Scribd company logo
Valor Customer Service Hemy Perry Director of IT & Operations Valor Computerized Systems hemy.perry@valor.com
Agenda The business challenge  The solution  Next steps – looking at the future
The business challenge  Valor support process  Managing a global support organization A complex support matrix (VP Customer service, App Specialists, App Eng.,R&D, PM…) Several Products Spread bysubsidiaries WW The challenge is to manage the support flow in a global organization that supports multiple products running on multiple platforms in different languages, time zone and cultures The goal – to make it work 
R&D Application
The solution – Salesforce.com Why Salesforce.com? The product One platform to serve Sales & Support (without interfaces between them) On the cloud… No HW, No IT (almost )  It is so easy to go live with SFDC… (IT, HW etc…) The background We failed once with a CRM solution (too much customization, bad performance) It helped to me minimized the requirements from the users The project Management commitment Dedicated team in Valor WW (IT & Users) Project management,  Rollout was step by step, one module (roductubsidiary) at a time to gain success & confidence in the system No Shortcuts - Design, Customize, QA, UAT, Training, Go live
© 2007 Valor. All trademarks are the property of their respective owners. 6 Salesforce.com – Implementation Plan ,[object Object]
Sales - Lead to Order
Phase II
Service –
Full service lifecycle management

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Valor Support - Customer Success Story

  • 1. Valor Customer Service Hemy Perry Director of IT & Operations Valor Computerized Systems hemy.perry@valor.com
  • 2. Agenda The business challenge The solution Next steps – looking at the future
  • 3. The business challenge Valor support process Managing a global support organization A complex support matrix (VP Customer service, App Specialists, App Eng.,R&D, PM…) Several Products Spread bysubsidiaries WW The challenge is to manage the support flow in a global organization that supports multiple products running on multiple platforms in different languages, time zone and cultures The goal – to make it work 
  • 5. The solution – Salesforce.com Why Salesforce.com? The product One platform to serve Sales & Support (without interfaces between them) On the cloud… No HW, No IT (almost ) It is so easy to go live with SFDC… (IT, HW etc…) The background We failed once with a CRM solution (too much customization, bad performance) It helped to me minimized the requirements from the users The project Management commitment Dedicated team in Valor WW (IT & Users) Project management, Rollout was step by step, one module (roductubsidiary) at a time to gain success & confidence in the system No Shortcuts - Design, Customize, QA, UAT, Training, Go live
  • 6.
  • 7. Sales - Lead to Order
  • 13. Contracts - Ability to check if customers are under maintenance.
  • 17. Professional ServicesEach phase includes implementation in all subsidiaries in the following order:Valor NV, Valor Inc, Valor FE, Valor JP.
  • 18. Salesforce.com – Status & Timeline © 2007 Valor. All trademarks are the property of their respective owners. 7 End of Pilot PS PS vManage Other=>> R&D Products, Contracts, Customer install Base Maint. Renewal Trilogy/ Enterprise Support vManage vPlan , vCheck Customer Portal Sales Americas, EMEA APAC Japan (?)
  • 19. Help Cards – After training…
  • 20. Meet Valor's New Customer Service Portal
  • 21. Status + Next Steps Current Status Sales module Support Module – 1st tier, 2nd tier Talisma (Knowledge Base) – Internal only Enzigma (Attachments management, sync big files locally to the support user) iBolt sync with our web site (new leads) Self Service Portal for Customers Next steps – looking at the future Pilot - R&D for 3rd tier support to use SF instead of existing R&D application Talisma (Knowledge Base) – For External Users Customer Portal? PRM? Mashup with our internal licensing system …

Editor's Notes

  1. Valor support process Managing a global support organizationA complex support matrix (VP Customer service, App Specialists, App Eng., 3 support tiers, R&D, PM…Several ProductsSpread WW by region (3 R&D centers, )The challenge is to manage the support flow in a global organization that supports multiple products running on multiple platforms in different languages and culturesThe goal – to make it work 