Levi Fredrikson for Cloud Pathfinder Consulting Video Testimonials

Speaker: Levi Fredrikson, Applicant Experience Specialist, Oregon Tilth, Inc.

Levi Fredrikson: So, my name is Levi Frederickson and I am the Applicant Experience Specialist at Oregon Tilth Certified Organic.

Levi Fredrikson: I think the best way to answer this one is that we didn't know exactly what problems we were trying to solve, when we started looking into Premier Access. So - I - here's the deal. I found myself looking at YouTube videos, spirit, full disclosure, just trying to solve it through that, you know, and to some degree through Trailblazer which had some help to it, but it couldn't answer exact issue that we needed to serve our clients. So we realized it's going to take us hours if we ever get there at all to try to come to an understanding of how to use capabilities on Salesforce. Certainly reaching out to someone like Travis would help us get there worlds faster. But then he may also know the questions we need to be asking and weren't asking. I think that was the bigger issue is it was a black box where where we knew if we address this one issue, suddenly there'd be 10 new issues and we wouldn't be capable of solving them on any reasonable time frame on our own. So, I mean, that's been the best part of it is the follow-up questions to the follow-up questions, to the follow-up questions. We have support to answer those within. It usually takes Travis a couple of seconds to come up with a good answer or to walk us through a solution, actually train us to do it more importantly.

Levi Fredrikson: I'll get a little more specific in this one because it's kind of just referring to one problem. So the past question I answer pretty generally. But for the specific issue we approached Travis about regarding surveys. So we were trying to send a campaign out to clients that had been in Salesforce for a while and were cold leads is maybe what a lot of people use that sort of language. So folks who we just hadn't talked to in two years, we were trying to clean it up. So our data made some sense and that we gave attention to people who were, you know, at least relevant leads from the past year or two that we're still working with. So we're trying to clean up that old data. We want to send out a campaign and then track the number of replies for people who still wanted to continue service with us. And then for the ones that did not move them to inactive. In other words, cold leads or something like that. So, you know how Travis through Premier Access helped to solve that one was just literally jump in meeting rooms with us, and walk through not only how to send out this campaign but monitor the responses that came in, clean up the data. And, I mean, he's been right there every week. We can jump in with him or if something comes up in between our weekly meetings, we'll be able to really quickly answer it by email. So I guess it's just hand holding would be the best way to answer it. I mean, I think at the end of the day though, Travis didn't just do it for us and say that's done. He, he really taught us and empowered us how to do it. That's, that's the most important thing I want to convey here is that like we're equipped to fish for the future as it were, you know, the whole teach a man to fish thing. And that's definitely been - our experience has been awesome.

Levi Fredrikson: Why would you recommend CPC's Premier Access? Oh. If you value having hair on your head at the end of a thing, I still got it. I would have pulled it all out. Had we not talked to Travis. I mean, we all know that feeling right. I'm just trying to be funny, but we all know that feeling of sorting through. I mean, my God reddit uh or other techie sites were like youtube, whatever, climbing onto something, even Trailblazer and trying to understand what they're talking about and getting to some understanding and maybe, maybe you're able to solve the problem one day, but you don't know how you solved it. Like we could not have done this without just directly interfacing with Travis. And that allowed us far more capacity than go back to doing the job that we normally do, which is answering the phone and serving clients. So it didn't distract us from our current workload, which is robust right now to say the least. And we were able to solve the issue quickly with Travis. Then use that data that we gathered from the campaign and get back to our jobs. I mean, that was the whole point. So that, that's the primary, it was worth every penny to do this because it saved us staff time of trying to figure it out on our own. So, I mean, for us, it was a no brainer for even just one question, we'll continue doing it for others in the future.