GDS Group’s Salesforce data challenges
GDS Group's rapid growth, particularly during the pandemic, led to a significant increase in their data volume. Simon Weeks notes, "We grew hugely during the pandemic because we offered digital events. As a result of that, the amount of data from the system grew and expanded. We probably doubled our data output through the 2020-21 period."
This surge in data presented several challenges.
Approaching Salesforce storage limits
"Our current date limit is 16.3GB. We're at 80% of it," Simon explains. GDS Group was consistently hovering close to their storage limit, with Simon estimating they were never more than two months away from hitting it at any given time.
Rising costs
Exceeding Salesforce storage limits would result in substantial additional fees. Simon estimates, "If we're over by that amount, which is over 10 gigabytes now, we'd be looking at over $20,000 here." This potential cost was a significant concern, especially considering the company had recently reduced its Salesforce licenses, which decreased its data allowance.
Performance issues
The growing data volume was beginning to affect system performance. "We definitely had some platforms running a little bit slow at times," Simon recalls. The sluggish performance was not only affecting internal operations but also potentially impacting the quality of service GDS Group could provide to their clients.
Data relevance
Not all data needed to be immediately accessible, yet deleting it wasn't an option due to its potential value. GDS Group needed to balance keeping historical data for analysis and compliance purposes with maintaining an efficient, streamlined active database.
Compliance and security
With thousands of contacts and prospects in their system, GDS Group needed to ensure they were managing this sensitive information in line with data protection regulations. This was particularly crucial given their client base of senior executives and their focus on hosting events related to security and data management.
Sourcing a trusted, compliant data archiving solution
Faced with these challenges, GDS Group knew they needed a solution that could help them manage their data more efficiently without losing access to valuable historical information. They began searching for an archiving solution that could integrate seamlessly with Salesforce, reduce storage costs, and maintain easy data accessibility.
GDS Group's ideal solution needed to address multiple requirements: it had to be cost-effective, user-friendly, and capable of handling their complex data structure. They needed a tool that could archive old activities and contacts while still allowing easy access to this information when needed. Additionally, the solution had to be simple enough for their team to implement and use without extensive training, given the nature of their business.
It was clear that continuing without a data archiving strategy wasn't an option. The potential costs and performance issues were too significant to ignore. GDS Group needed a solution — and fast.
After evaluating various options, GDS Group selected Own Archive as their data archiving solution. The decision was driven by several key factors that aligned with their specific requirements:
- Seamless Salesforce integration: Archive's native integration with Salesforce was a crucial selling point. As Simon explains, "What I liked was just how simple it was to set up. I'm a big fan of simple ones because ultimately, you haven't got time to learn complicated configurations." This ease of integration was particularly important, given their extensive use of Salesforce across all aspects of their business operations, from managing commercial sales to tracking event performance and customer ROI.
- Data visibility and accessibility: Unlike other archiving solutions, Archive maintains data visibility within Salesforce. Simon notes, "We didn't want archive data to be not visible in the system, which is what ultimately led us to the Own Archive solution where you don't really lose the data from a front-end perspective." This feature allowed them to maintain a comprehensive view of their client interactions over time.
- Cost-effective storage management: Archive offered a way to significantly reduce Salesforce storage costs without sacrificing data access. "Cost saving is the obvious one to say. I mean, that's in the long run. That's the main thing for us," Simon states. The solution provided them a way to manage their growing data volume without incurring substantial additional fees by exceeding Salesforce storage limits.
- User-friendly interface: The ease of use was a major factor in their decision. Simon appreciates that "the UI is very good as well," making it simple for his team to manage archived data.
- Flexible archiving rules: Archive allowed GDS Group to set up archiving rules that suited their specific needs. Simon explains, "We archive anything outside of two years, and then old contacts aren't relevant." This flexibility enabled them to implement a data management strategy that aligned with their business processes.
By choosing Own, GDS Group found a solution that addressed its immediate storage challenges and aligned with its long-term data management strategy. The ability to maintain data accessibility while reducing storage costs proved to be a winning combination for the rapidly growing business.
Simon summarizes the decision: "Having it there was a useful part of that project and knowing that it was there. And a few other data migration pieces that we're working on over the coming months, having Own there is going to be really useful."
Given the nature of GDS Group's business, which involves networking with senior executives and organizing high-level summits on topics like security and data management, maintaining proper data practices is crucial. Own helps them balance the need for comprehensive historical data with current operational efficiency and compliance needs.
GDS Group’s favorite Own features
GDS Group found several features of Archive particularly valuable in addressing their data management challenges. Simon highlights the key aspects that have made a significant impact on their operations:
✅ Automated archiving
The system automatically archives data that is over two years old, focusing on contacts and activities that are no longer relevant to current operations. This includes contacts who haven't engaged with events recently or those who have changed roles or titles. "We mainly archive old activity outside the last couple of years on contacts and accounts," Simon explains. This automated process helps GDS Group maintain optimal Salesforce storage levels without needing manual intervention.
✅ Customizable archiving rules
The flexibility to set specific archiving criteria was crucial. "If someone hasn't joined an event in a couple of years, or they're not relevant because they've changed title, changed role, anything like that just gets sifted out as well," Simon notes. These rules extend to prospects as well, ensuring that the Salesforce instance remains populated only with current, actionable data.
✅ In-App visibility
Unlike other solutions, Archive maintains data visibility within Salesforce. "The console is built in Salesforce. We can get to it. We can see it in the front end," Simon appreciates. This feature allows team members to access historical data, providing a comprehensive view of client interactions over time without cluttering the active database.
✅ Easy retrieval
When needed, archived data can be quickly accessed. Simon states, "It's easy to identify if we need to unarchive something. End users can see that and can ask us for that." The simplicity of the retrieval process ensures that even team members who aren't deeply technical can request access to archived data when necessary.
✅ User-friendly interface
The intuitive design of Archive gives GDS Group a significant advantage. Simon emphasizes how the straightforward interface reduces the learning curve for new team members and makes the archiving process manageable.
Own ensures cost-effective archiving with confidence
"When I think about Own Archive, I think about the cost savings," Simon says. "I also think about how simple it was to set up and use — with all the data visibility we need directly in Salesforce."
Own’s winning combo of cost-effective storage, seamless Salesforce integration, customizable archiving rules, and user-friendly interface made it GDS Group's archiving solution of choice. Client data remains accessible and secure and GDS Group looks forward to continued growth and operational efficiency.
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