CELEBRATING A MILESTONE THE EXCHANGE Telsi SPRING 2022 Tell us a little bit more about the history of TELSI and extend our Sales Cloud or Service Cloud, we look to how it has evolved to the company that it is today. AppExchange to ensure the solutions are connected Jean-Thomas Lacour: and benefit one another. We founded TELSI in 2009, and you could call me a true Trailblazer, because Stéphane Berthoz: As the in-house admin, part of we started using Salesforce right from the very the value of AppExchange for us is also the start. Since that time, we have grown up with Trailblazer Community. It is wonderful to have Salesforce. The intelligent processes, systems, and learning resources online, and the community itself structures unique to our business are all powered by is very welcoming. Being connected to a community Salesforce. Additionally, we leverage AppExchange of admins has helped me find the right solutions to extend the power of our Salesforce with apps. We that work for us. really value that extensibility and being able to add What other AppExchange apps are you using and why? new functionalities and capabilities to our platform. Jean-Thomas Lacour: A huge congrats for being our 10 millionth intaller! What We use several different apps challenge were you trying to solve with Rollup Helper? here at TELSI to drive success. Conga Composer helps us generate our quotes. The automation Stéphane Berthoz: Rollup Helper rolls up information of formerly tedious processes allows us to focus in Salesforce with clicks and not code. TELSI, of on driving revenue. We also use LinkedIn Sales course, has many accounts with disparate data. Navigator to improve the CRM experience, and On these accounts, we use active and passive Dataloader.io to import, export, and update data statuses from a business perspective, and we rely on as needed. these statuses for our contracts and opportunities as As you look to the future, how do you hope to continue well. In order to have a holistic view of our business, solving business challenges with AppExchange? we needed a solution to roll up the data using different data fields and filters, thus the installation Jean-Thomas Lacour: We have grown beyond of Rollup Helper as a solution. 30% in 5 years, which we are really proud of. Because we’ve used AppExchange in the past we We want to keep that momentum into the future. found the app by searching for something that Our information system must continue to adapt Meet TELSI revolved around roll ups specifically. And, voila! with more automation and more scalable processes We came across this application, which not only in order to make life easier for our teams, and to AppExchange’s 1O Millionth Installer is very well rated, but also recommended by the ensure that we are providing excellent service to Trailblazer Community. Seeing the number of times our customers on a daily basis. To do that, we have Rollup Helper has been installed also reassured us to stay up to date on new product developments, Based in Bretagne, northwest France, TELSI helps companies that want to keep features, and functionalities within Salesforce and their customer service in house for a connected, excellent customer experience. enough to install the solution — the 10 millionth on AppExchange. for AppExchange. That’s awesome. So, how does it feel to be the 10 Stéphane Berthoz: Salesforce and AppExchange On January 14, 2022, TELSI installed Rollup Helper by Passage Technology, and apps are daily tools for our sales and marketing as it turned out, that was the millionth installer? departments, and they will soon be deployed in our 10 millionth install on AppExchange. But that’s just part of TELSI’s inspiring, trailblazing Salesforce story. Aurore Payoux: I didn’t believe it at first when support service department Jean-Thomas told me. But we are very happy as well. At TELSI, Salesforce We virtually sat down with Jean-Thomas Lacour, Co-Founder of TELSI, and the because Salesforce is great and inspiring. It is is a core part of everything TELSI team to learn about their journey, transformation to success, and how it a wonderful surprise for us. we do, and as the With all that’s available, what is the value of Americans say, it just feels to be the 10 millionth installer. (We’ve translated this conversation from the AppExchange for you? makes sense. original French to English for this article.) Jean-Thomas Lacour: The value for me is how seamlessly it integrates with Salesforce. Our key data and strategies are in Salesforce, so when we want to 29