Backup and Recovery
Algeco helps their sales team meet their objectives by keeping data healthy and available.
Challenges
The Salesforce native backup tool was not sufficient to meet RPO/RTO guidelines, which motivated the CRM team to seek out a better data recovery solution.
CPQ data is critical to the quote process – they can’t afford to lose this data and the complex data relationships that drive it.
The team needed a clean dataset and to help business teams avoid making decisions based on bad data.
Sales reps needed a clear view on their sales pipeline as well as the ability to track historical data.
The Salesforce admins required the right tools to enable the sales team to reach their sales objectives and revenue goals.
Algeco needed a reliable resource plan for both major and minor data corruption events.
Sales cannot go a day without access to their opportunities – nevermind a full week.
Recovering data manually can take a very long time – they need to be able to recover quickly and execute without the aid of the IT tech team.
Solutions
Own is a one stop solution. All the data is stored in a single place – no need to pull reports or dig for data.
The backup lives outside of Salesforce. It’s important for the solution to not be linked to Salesforce in case they need to restore data and Salesforce is offline for any reason.
Precision data selection is easy. You just need to scroll to find the right object or data to extract for a restore or pull data to seed a sandbox.
The data relationships between CPQ objects are protected and remain intact in a restore event.
Frequent, incremental backups catch any data additions, changes, or modifications since the previous backup, providing the ability to restore back to any point in time.
A dashboard is displayed on the homepage where you can see straight away what works, what doesn't and where to focus your efforts.
Own is simple to use and intuitive – even for non-technical users. It provides a high degree of value when the solution can be managed without the technical IT guys.
The Results
The Salesforce admins shine with the value of Own.
Situation
When the team made some changes to their workflows, the changes updated or zeroed out a high volume of records.
Error
The workflow updated at night and it impacted a number of different objects. When the team arrived in the morning and saw that the data had changed, they needed to recover everything urgently so that sales could get to work.
Easy Fix
They very quickly turned to Own, and were able to easily restore to the previous version. With Own in place, the CRM team were able to save the day, the data and keep the sales team working.
About Algeco
We are Europe and Asia Pacific’s leading specialist in modular services and infrastructure. Combining unrivalled skill and adaptability, we enable people to work more productively, improve their quality of life, and enhance their learning. We design and deliver whatever our customers need, whenever and wherever they need it.
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