The Challenge

Multi-year transformation for advanced capabilities.

Since 2015, Halfords has been supported by Credera to help them on their multi-year digital transformation journey, to transform their customer experience both online and in-store, and to progress wider Salesforce adoption across the business.

The Solution

Halfords’ journey begins.

On a multi-year journey, Credera has engaged with Halford on a variety of projects ranging from enhancements to their Cycle2Work scheme, Social Cloud and ChatBot integration, improving case management and workforce management, and a full Salesforce implementation in Autocentres:

2015: Credera takes over as Halfords’ Salesforce partner for service management

Cycle2Work Scheme

• Implemented a new process to reduce time spent on admin work

• Updated Cycle2Work website to cope with 3rd party outages

• Made enhancements to website such as store network map and employee calculator

• Automated Cycle2Work voucher scheme to allow customers to redeem them in store

Radian6 (now Social Cloud) Integration

• Integrated Radian6 (now Social Cloud) to Salesforce, configuring engagement console and social hub to facilitate social listening

• Set up automatic case creation from social posts to streamline customer experience

2016: Improving case management and implementing ClickTools

Case Management Process Improvements

• Enhanced case management process to improve product look up functionality and improve the service user experience, using article code lookup

Survey Solutions

• Reviewed options for customer feedback solutions, trialling them before determining whether to renew ClickTools, a survey product available on Salesforce AppExchange

• Implemented ClickTools to enable seamless customer feedback

2017: Workforce management and voucher redemption

Workforce management tool integration

• Designed and developed integration between Salesforce and workforce management tool, Teleopti

• Improved monitoring of agent and company performance by extracting email statistics from Salesforce and importing into Teleopti

Redemption of vouchers online

• Enabled redemption of Cycle2Work vouchers online thereby removing a manual overhead and streamlining the process which in turn drives sales of the B2B scheme

2018: Chatbot implementation and Social Studio integration

Social Studio

• Integrated Social Studio with social media platforms (e.g. Twitter)

• Allowed Halfords’ customer service to respond directly to messages on social media and raise a case in Salesforce for the request automatically

Live agent for Autocentres

• Designed implementation for and deployed Salesforce chatbot, Live Agent

• Allowed autocentres to handle chat requests from customers via the website

• Implemented new branding / CSS of Live Agent

• Reported increase in sales from Live Agent chat functionality

B2B integration

• Designed and deployed web-based form embedded within the Halfords website

• Enabled automatic lead creation in Salesforce to facilitate faster sales follow-up, speeding up and securing new business more efficiently

Shield encryption

• Encrypted data at rest using Salesforce Shield, including migration from older portals to Salesforce Communities, removing part of the legacy technical debt while ensuring data was available to the business as needed

2019: Full Salesforce implementation in Autocentres

Salesforce for Autocentres

• Introduced Salesforce access in a restricted view for autocentre regional and divisional management

• Enabled ability to view cases and report on each user’s own region or division

Reputation Studio

• Installed and deployed Reputation Studio, allowing several sources of ‘review’ information to be automatically imported in Salesforce (e.g. Amazon, Yelp, etc)

• Centralised reviews into one single point so that the data could be used for reporting purposes and product feedback

The Results

2020 onwards for continuous improvement.

As close partners, Credera and Halfords continued to see progress with wider Salesforce adoption across the business.

And as the Salesforce processes within the Cycle2Work Scheme delivered results, Credera partnered with Sharon Bedford to document its success in this this story.

Halfords featured in Credera’s second customer spotlight webinar, clarifying how they had digitally transformed the customer journey, highlighting the importance of the Salesforce Admin role in the process. Watch the webinar below.

You can watch the video here to learn more about the project.