{"id":2048,"date":"2020-12-10T14:18:54","date_gmt":"2020-12-10T14:18:54","guid":{"rendered":"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/?page_id=2048"},"modified":"2022-08-10T12:09:46","modified_gmt":"2022-08-10T11:09:46","slug":"scheduling-issues-caloo","status":"publish","type":"page","link":"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/scheduling-issues-caloo\/","title":{"rendered":"Scheduling Issues"},"content":{"rendered":"\n<div class=\"wp-block-columns bounce-in-up is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column has-text-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"background-color:#ffd503;color:#1075bc\">\n<h3 class=\"bounce-in-up wp-block-heading\"><strong>Revolutionising scheduling for a UK based playground manufacturer<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"font-size:15px\">Caloo (Abacus Group) are one of the leading play and fitness equipment providers in the UK. The organisation worked hard to schedule and carry out playground equipment installation, surfacing and other groundwork projects for their customers but their systems required urgent innovation.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-image bounce-in-up\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/wp-content\/uploads\/2020\/02\/caloo-logo.jpg\" alt=\"\" class=\"wp-image-1198\" width=\"183\" height=\"183\" srcset=\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/wp-content\/uploads\/2020\/02\/caloo-logo.jpg 300w, https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/wp-content\/uploads\/2020\/02\/caloo-logo-150x150.jpg 150w\" sizes=\"auto, (max-width: 183px) 100vw, 183px\" \/><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"iframe-video\"><iframe loading=\"lazy\" title=\"Coacto Salesforce Consultancy | Tackling Scheduling Issues with Abacus Group\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/S0Lg26Ze5Rs?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<h3 class=\"bounce-in-up has-text-color wp-block-heading\" style=\"color:#1075bb\"><strong>The Challenge<\/strong><\/h3>\n\n\n\n<p class=\"bounce-in-up wp-block-paragraph\" style=\"font-size:15px\">Scheduling of the installation teams was historically managed by the Abacus contract managers through spreadsheets, Gannt charts and even paper lists. In turn this provided many challenges for when the documents required sharing.&nbsp;<\/p>\n\n\n\n<p class=\"bounce-in-up wp-block-paragraph\" style=\"font-size:15px\">With installations run out of three branch offices covering 11 teams with 3-4 people in each team, scheduling teams, identifying where teams could be re-deployed, what spaces were available for new bookings and rescheduling appointments proved to be very difficult. With such little visibility across the organisation, it became an issue setting expectations internally and externally.<\/p>\n\n\n\n<h3 class=\"bounce-in-up has-text-color wp-block-heading\" style=\"color:#1075bb\"><strong>The Solution<\/strong><\/h3>\n\n\n\n<p class=\"bounce-in-up wp-block-paragraph\" style=\"font-size:15px\">Our certified experts worked with the installation teams to create and build a solution around a Salesforce AppExchange application called Calendar Everything. This provided the structure needed to capture the information required for planning and scheduling, managing resource visibility and availability and to link this with sales, order and invoicing processes already in Salesforce.<\/p>\n\n\n\n<p class=\"bounce-in-up wp-block-paragraph\" style=\"font-size:15px\">The entire team can now see the installation schedule, team and resource availability, with really helpful filters that allow the schedule to be shown by branch, by team and so on. The solution also allows them to see installations that require scheduling preventing any projects which could have been at risk of being missed.&nbsp;<\/p>\n\n\n\n<p class=\"bounce-in-up wp-block-paragraph\" style=\"font-size:15px\">By linking the schedule to the account, opportunities and sales orders already in Salesforce everyone has visibility which is helping to deliver a better customer experience. Further, the streamlined and systemised process now gives greater control over invoicing, improving cashflow.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h4 class=\"bounce-in-up has-text-color wp-block-heading\" style=\"color:#1075bb\"><strong>Cloud:<\/strong><\/h4>\n\n\n\n<p class=\"bounce-in-up wp-block-paragraph\">Sales<\/p>\n\n\n\n<h4 class=\"bounce-in-up has-text-color wp-block-heading\" style=\"color:#1075bb\"><strong>Industry:<\/strong><\/h4>\n\n\n\n<p class=\"bounce-in-up wp-block-paragraph\">Manufacturing &amp; Distribution<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h4 class=\"bounce-in-up has-text-color wp-block-heading\" style=\"color:#1075bb\"><strong>Apps:<\/strong><\/h4>\n\n\n\n<p class=\"bounce-in-up wp-block-paragraph\">Taskray, Linkpoint, AscentERP, Conga, Barbour ABI, MailChimp<\/p>\n\n\n\n<h4 class=\"bounce-in-up has-text-color wp-block-heading\" style=\"color:#1075bb\"><strong>Partner Role:<\/strong><\/h4>\n\n\n\n<p class=\"bounce-in-up wp-block-paragraph\">Integrated Partner Solution<\/p>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background is-style-wide\" style=\"background-color:#fcb514;color:#fcb514\"\/>\n\n\n\n<h4 class=\"bounce-in-up has-text-color wp-block-heading\" style=\"color:#1075bc\"><strong>Make Salesforce work for you<\/strong><\/h4>\n\n\n\n<div class=\"wp-block-columns bounce-in-up is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"has-small-font-size wp-block-paragraph\">If you have challenges with your <a href=\"https:\/\/www.salesforce.com\/uk\/?ir=1\">Salesforce<\/a> system, our certified team can help. <a href=\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/contact\/\">Co-act with our expert team<\/a> to discover how we can make Salesforce work for you.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button aligncenter has-custom-font-size has-small-font-size\"><a class=\"wp-block-button__link has-text-color has-background\" href=\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/contact\/\" style=\"background-color:#1075bc;color:#ffd503\"><strong>Get in touch<\/strong><\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Revolutionising scheduling for a UK based playground manufacturer Caloo (Abacus Group) are one of the leading play and fitness equipment providers in the UK. The organisation worked hard to schedule and carry out playground equipment installation, surfacing and other groundwork projects for their customers but their systems required urgent innovation. The Challenge Scheduling of the installation teams was historically managed by the Abacus contract managers [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":3366,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-2048","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Coacto Solution Video - Caloo | Coacto Consulting, Cheltenham<\/title>\n<meta name=\"description\" content=\"Here&#039;s how Coacto, Gloucestershire based Salesforce Partner worked with a UK based customer to improve their scheduling issues.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Coacto Solution Video - 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