SIPS Education Limited

SIPS is a not-for-profit education support services provider for Sandwell, the Black Country and the West Midlands.

SIPS offer a breadth of services including Catering; IT; Music & Arts; Human Resources Services; Schools Finance; Governance; Safety Management; Education Business Partnerships and Early Career Teachers (ECT) support.

SIPS faced significant business challenges arising from fragmented and manual processes across sales, support, marketing, and customer feedback. These included difficulties in managing and accessing accurate sales data, tracking customer interactions, inconsistencies in lead-to-delivery processes, and limited integration with financial systems. The organisation also lacked the required efficiency in handling multi-channel support requests and tracking service issues in line with SLAs. Marketing efforts were also hampered by an inability to run targeted campaigns and report effectively on their outcomes.

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INDUSTRY
Non-Profit / Education
SALESFORCE PRODUCTS
Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud Account Engagement
REGION
UK

The Solution

After a competitive RFP process, SIPS appointed Purus as their Salesforce implementation partner to drive a comprehensive digital transformation. Aiming to create a more integrated and scalable platform for customer engagement, SIPS chose Purus for their track record in successfully delivering Salesforce solutions.

Purus was engaged to deploy Sales Cloud, Service Cloud, Experience Cloud and Marketing Cloud Account Engagement, along with implementing Conga Composer/Sign and design a custom integration between Sage200c and Salesforce. These solutions would span across the multiple departments within SIPS, giving a centralised view of all relevant company data.

Purus responsibilities covered the full project lifecycle — from discovery and solution architecture to implementation, user training, and post-launch support — ensuring the platform was tailored to meet SIPS’s very specific business goals and needs.

Having created a great working relationship with SIPS, Purus continues to provide support via a managed service contract, which is used for continued improvements to the SIPS Salesforce instance and to provide assistance when any issues are encountered.

The Results

  • SIPS now have a centralised platform to view Account, Contact, Opportunity and Contract Data, all accessible within a few clicks, improving Sales, Contract Management and Customer Service processes dramatically.

  • Teams are now able to produce Dashboards & Reports to give leadership real-time insights into performance.

  • Through the use of Marketing Cloud Account Engagement, Siderise can now carry out more powerful segmentation, personalisation and automation when marketing to customers.

  • With Service Cloud, SIPS are able to track support Cases across multiple departments more effectively and have improved in SLA adherence.

  • With Conga Composer and Conga Sign, SIPS have seen a significant improvement in Contract Management. SIPS can now track Contracts from Creation through to Signature.

  • Through the integration of Sage 200 c with Salesforce, duplication of invoicing is no longer a problem. When an Opportunity closes in Salesforce, and invoice is created automatically in Sage.