Streamlining Press Release Management with Salesforce: A Case Study

July 20, 2024

Client Profile:

The client is a leading global technology company that develops innovative products and solutions for various industries. With a vast portfolio of products and a diverse customer base, the client relies heavily on press releases to communicate its latest developments, product launches, and corporate news to the media and public.

The Pain Point:

Streamlining Press Release Management with Salesforce_The pain point_Image.

The client’s existing press release management process needed to be more cohesive, time-consuming, and prone to errors. The team faced several challenges:

  1. Lack of Centralized Platform: The process involved multiple tools and platforms, making tracking and managing press releases difficult.
  2. Inefficient Collaboration: The fragmented process made it challenging for team members to collaborate and ensure consistency in messaging across releases.
  3. Excessive Administrative Overhead: The team spent a significant amount of time on administrative tasks, such as version control, approval workflows, and distribution, rather than focusing on content creation and media outreach.

Selectiva’s Approach:

Selectiva, a leading Salesforce consulting firm, was engaged by the client to address these pain points and streamline the press release management process. The Selectiva team took the following steps:

  1. Requirement Gathering: Selectiva conducted in-depth interviews with the client’s PR team to understand the existing process, pain points, and desired outcomes.
  2. Solution Design: Leveraging the Salesforce platform, Selectiva designed a custom “Press Release Management System (PRMS)” application to address the client’s needs.
  3. Technical Implementation: Selectiva utilized the following Salesforce technologies to build the PRMS application:

   – Salesforce Lightning Platform

   – Visualforce Pages and Components

   – Apex Language

   – HTML, JavaScript/jQuery, and Twitter Bootstrap CSS Framework

The Solution:

Streamlining Press Release Management with Salesforce_The Solution_Image.

The PRMS application built by Selectiva provided the client with a centralized and streamlined platform for managing press releases. Key features of the solution include:

  1. Intuitive Press Release Creation: The client’s PR team can easily create new press releases through a user-friendly web form with pre-populated fields and dynamic workflows.
  2. Collaborative Approval Process: The application enables seamless collaboration among team members, with features like version control, comments, and approval workflows.
  3. Automated Distribution: The PRMS application integrates with media distribution platforms, allowing the client to reach a wider audience with minimal effort.
  4. Real-time Tracking and Reporting: The application provides comprehensive dashboards and reports, enabling the PR team to track press release performance and measure its impact.

The Impact:

The implementation of the PRMS application by Selectiva has had a significant impact on the client’s press release management process:

Improved Efficiency: The streamlined process has reduced the time spent on administrative tasks by 80%, allowing the team to focus on creating high-quality content and engaging with media outlets.

Enhanced Collaboration: The application’s collaborative features have improved team coordination, leading to a 70% reduction in communication-related delays and errors.

Increased Visibility: The real-time tracking and reporting capabilities have provided the client’s management with better visibility into the performance of press releases, enabling more informed decision-making.

Reduced Costs: The automated distribution and tracking features have reduced the costs associated with press release distribution and monitoring by 60%.

Overall, the PRMS application developed by Selectiva has transformed the client’s press release management process, leading to significant improvements in efficiency, collaboration, and overall media engagement.