Building customer trust: Aberdeen Investments protects Salesforce with Veeam data resilience

Optimizing the customer experience is a powerful way to nurture long-term loyalty and drive business growth, and Aberdeen Investments aims to set itself apart from the competition with its digital-first, client-centric approach. The onboarding process is the first opportunity to impress new customers, and the company strives for fast, seamless journeys that exceed expectations.

“Our Salesforce solutions play a crucial role in client management, including our onboarding process,” said James Cook, Investments CRM Product Owner at Aberdeen Investments. “We have a Salesforce portfolio that includes Financial Cloud, Data Cloud, Experience Cloud and Marketing Cloud, which help us support our end-to-end client management workflows.”

Operating in a highly regulated industry, regulatory compliance is a must for Aberdeen Investments. Salesforce solutions help the company to perform know your customer (KYC) processes and other regulatory checks — data that must be retained for regulatory and audit purposes.

“In the past, we used a legacy tool to back up our Salesforce data to an on-premises repository,” said Cook. “One of our biggest concerns was that recovering our Salesforce data would have been a complex and very time-consuming process. We looked for a more effective and cost-efficient solution to protect our mission-critical Salesforce environments.”

After reviewing solutions from a number of leading vendors, Aberdeen Investments selected Veeam Data Cloud for Salesforce as its new data resilience solution. Purpose-built for Salesforce, the Veeam solution provides a unified platform with unlimited data storage.

“Veeam gave us all the technical capabilities we were looking for and improved TCO versus other available solutions by 50%,” said James. “We greatly appreciated the ability to logically separate our Salesforce data by business unit. While the UK doesn’t have a regulation equivalent to the EU’s Digital Operational Resilience Act [DORA], logical separation strengthens our data protection capabilities and helps us foster trust with our stakeholders.”

Working with Veeam, Aberdeen Investments quickly configured the new solution to protect all its Salesforce data. Today, the company uses Veeam Data Cloud for Salesforce as its strategic data resilience solution for vital client data.

“From the very start, the level of responsiveness and engagement from Veeam was excellent, and we continue to have a close relationship with Veeam today,” noted James. “Whenever we ask a question or raise a ticket, we know that Veeam will get back to us very quickly with the support we need.”

Aberdeen Investments has now decommissioned its legacy backup tool, saving substantial time on management and monitoring tasks. Instead, the company can check the status of its Salesforce backups at the touch of a button.

“We’ve been using Veeam for around six months now, and our confidence in the solution is growing and growing,” affirmed James. “When I log in to Veeam Data Cloud for Salesforce, I get instant reassurance that our Salesforce files and metadata are 100% protected with zero failures.”

While its journey with Veeam is just beginning, Aberdeen Investments is actively planning new ways to harness the capabilities of the solution.

“While we’ve achieved our most important goal of protecting our Salesforce data, we haven't begun to even scratch the surface of what Veeam Data Cloud for Salesforce can do,” said James. “Our next steps will be to explore opportunities for us to free up Salesforce storage space with fine-grained data retention policies and Veeam data archiving.”

• Automatically protects mission critical client data and the complex model that it exists within
  With Veeam, Aberdeen Investments can schedule and run backups automatically and recover data quickly and reliably.
• Offers easy management and clear visibility
  Aberdeen Investments can see that all its backups are running smoothly from a single point of control.
• Half the cost of the nearest competing solution
  Veeam offers comprehensive data resilience for Salesforce for a highly competitive and transparent monthly fee.