Custom Salesforce Platform Solution

Trifecta built a responsive Salesforce solution allowing Herff Jones’ representatives to offer clients a rich experience any time, anywhere.

Herff Jones

Their Challenges

The growth of Herff Jones’ yearbook division was being held back by antiquated, difficult-to-use software systems. The division lacked a central repository of customer data and yearbook order details, and integration between front-end and back-end systems was nonexistent. 

User Errors

Salespeople experienced such a difficult time using the existing software that they resorted to storing customer contact information on their personal computers. This became an issue when Herff Jones was losing data when a sales rep left their company, taking customer information with them.

Lengthy Onboarding

This ad hoc system was so difficult to use, that their employee onboarding process took twice as long as it should have, to ensure reps were trained properly on the software. 

Herff Yearbook Case Study
We worked closley with Herff Jones to understand how our team could help them integrate disparate systems, increase sales efficiency and minimize data loss.

Our Approach

The Trifecta team knew the Salesforce platform was the perfect way to create a single repository of customer accounts and yearbook order details while storing it securely. 

Custom Salesforce App

We created a custom yearbook job management application on the Salesforce platform that fully integrated with their manufacturing system, key back office systems, and legacy databases.

Heff Jones Yearbook I Pad

Mobile Responsive

Herff Jones’ sales reps often meet with clients on-site. Prior to this solution, they were obligated to take orders on paper forms and then later manually enter the data at the office. Trifecta enhanced this experience by making the solution optimized for mobile use. This enabled the sales reps to use tablets for order-taking when meeting with customers and prospects outside of the office. 

The solution included a robust custom pricing application, designed to accommodate complex pricing rules and data from multiple internal systems.

Results

Employee adoption among independent sales reps doubled, and customer data is now safeguarded against turnover loss. In addition, onboarding time for new representatives has been significantly reduced.

“The work Trifecta did to reproduce Worksheet Pro in SFDC was well received. Knowing the complexity of this price book, I consider the final product nothing short of amazing.”
Mike HeneghanDirector of IT, Herff Jones