Manufacturing & Home Improvement
Use Case: Transforming Manufacturing Operations with Streamlined Digital Solutions
The journey to operational excellence began with a vision for modernization in the face of complex challenges. Our comprehensive Salesforce implementation revolutionized their manufacturing and home improvement services, creating a foundation for sustainable growth and exceptional customer experiences.
Key Business Challenges:
- Legacy technology systems limiting operational efficiency
- Disconnected CRM platforms causing data silos
- Resource-intensive manual processes for data management
- Paper-based transactions obscuring visibility into business status
- Time-consuming user training and provisioning procedures
Our Tailored Solution:
- Developed a scalable platform supporting territorial expansion, product diversification, and future software integration
- Implemented end-to-end lead-to-cash automation through Sales Cloud
- Enhanced customer support via Service Cloud case management
- Optimized field operations through intelligent appointment scheduling with Field Service
- Leveraged Marketing Cloud to create seamless customer journeys
- Integrated critical third-party solutions (Five9, DocuSign, Kulturra, HOVER, Spiff)
- Deployed mobile-friendly configurations enabling real-time updates between field and office teams
- Executed a phased implementation with comprehensive change management, training, and continuous improvement
