With the recent launch of Socialtext Connect, Socialtext customers have begun surfacing events from other critical business applications (CRM, ERP, etc.) inside of Socialtext Signals and Activity Streams. This gives employees the ability to see relevant work their colleagues do in other systems, engage in conversations around those events, and take action on them.
One great example is Hayes Knight, an Australian accounting and consulting firm. Hayes Knight uses Socialtext to share knowledge and provide its clients with the best and most up to date information about tax and accounting issues. Hayes Knight utilized Socialtext Connect to trigger a microblogging message when critical actions occur inside of Salesforce.com.
Hayes Knight’s knowledge management company, Knowledge Shop, provides a web-based member service subscribed to by 500 accounting firms and the thousands of accountants who work for them. It serves as a place for members to ask questions about accounting issues and get access to all kinds of tax and accounting information that experts at Knowledge Shop deal with everyday. The questions range from general accounting questions, to more complex tax advice issues.
The customer service representatives for Knowledge Shop use Salesforce.com to manage membership information, seminar registrations, and to assign and track questions for Knowledge Shop advisers. When a rep enters a question into Salesforce.com from a Knowledge Shop member, the service rep can push that question into Socialtext Signals with the click of a button. Even though the question is addressed to a specific tax adviser, Hayes Knight finds value in letting others see the questions being asked.
Then the Knowledge Shop adviser documents answers in Socialtext Workspaces, for current and future use. Once they’re completed, using a customized button inside Socialtext, they can send the proper answer back to Salesforce.com for processing.
Hayes Knight CTO Jack Pedzikiewicz used Socialtext Connect to perform the integration. The ReST API within Socialtext Connect allows Socialtext customers to take events from a variety of other enterprise systems and surface them inside of Signals. Jack says he wants the advisers working in Socialtext because the software has deep collaboration features that allow them to create, share and capture knowledge −− something they wouldn’t get if they worked in Salesforce.com.
“Signals allows us to respond faster,” Jack told me recently in a video chat. “The speed with which we’re answering questions has been cut in half, and is a full 7−8 minutes faster on average. The wonderful thing is, as we capture these great answers inside of Socialtext workspaces, we also cut back on repetition where questions cover the same issue and build best of breed responses and knowledge on key issues of importance. It allows us to serve our customers faster and more consistently.”
We’re always looking for more great uses of Socialtext Connect to share. Please feel free to send me yours. Customers or business partners interested in joining our Socialtext Developer community, where practitioners can learn how to get the most from Socialtext Connect and share best practices, please contact us at email@example.com.