Swift Biosciences Automates Customer Engagement via the Salesforce Platform

Business Challenge

As a small business, Swift Biosciences knew it could deliver the premium, personalized service its customers needed. Before 2018, however, it didn’t possess the CRM setup required to support these efforts. The company was using the Salesforce^® platform in a limited capacity, but their teams weren’t consistently entering the quality of data needed to automate customer-facing processes efficiently.

Jim Militello, Swift’s chief financial officer, explained, “When I came in, I looked at Salesforce and realized we hadn’t locked down a lot of fields that are critical to driving workflow.”

And, because the company couldn’t standardize its work on its current systems, it occasionally ran into situations where multiple people owned the same process in different capacities. This often led to duplicated effort.

Swift Biosciences was growing quickly and needed a streamlined technology solution that could scale with the company. Swift’s employees knew the Salesforce platform could serve as that solution but recognized they needed to make significant changes to get to that point.

Solution

Militello worked with Torrent Consulting to clean up the data and structure of Swift’s Salesforce instance.

“We had some data in there that was three years old. We had to cleanse that data. We had to fix our workflows by making specific fields mandatory on a go-forward basis. We added all kinds of automations as well, and we’ve really just cleaned a lot of stuff up,” noted Militello.

Many of these improvements centered on enhancing the customer experience. They revamped Swift’s lead routing system, for example, to make sure that every prospect got assigned to the right rep instantly, for quicker follow-up. They also concentrated on customer segmentation to automatically deliver personalized messages to their customers and prospects. In focusing on these efforts — and overall on a streamlined Sales Cloud^® solution and Constant Contact^® integration — Torrent and Swift Biosciences worked to standardize the platinum-level customer service Swift prides itself on.