The client is a major player in construction materials distribution, managing 17 brands that provide windows, doors, fasteners, millworks, and related products across the U.S. Their mission is to integrate materials, products, services, and expertise to empower suppliers in serving builders, architects, and homeowners efficiently. They also offer essential services like engineering, training, installation, delivery, and marketing assistance.
Our client encountered significant hurdles that hampered their progress in a complex environment, including issues in sales and service that complicated their journey. These challenges comprised an outdated Salesforce Sales and Service Cloud configuration that failed to align with their expanding brand portfolio’s requirements, compounded by underutilization of automation and essential features. Furthermore, the previous Salesforce partner’s trial-and-error approach led to instability, lacking a cohesive strategy and adequate project management support for large-scale initiatives, exacerbating the situation. These difficulties resulted in brands struggling to adapt Salesforce to their specific requirements, leading to decreased morale and confidence in its effectiveness as a central sales and marketing platform. Delays in implementing crucial functionalities further compounded issues, resulting in unmet needs, reliance on manual processes, and constraints in scaling operations efficiently.
Here are our solutions to address the challenges:
Transformed sales and service operations with innovative solutions, expanding Salesforce to integrate new brands and enhancing automation to reduce manual effort by 30 to 50 percent depending on the function.
Expedited sales and streamlined onboarding with an integrated online credit application and reference system, and optimized third-party support workflows in Service Cloud.
Automated entire accounts payable process, resolving contracting errors, and providing tailored solutions through close collaboration.
Revamped Salesforce setup, fortifying infrastructure, aligning processes with business goals, and leveraging Salesforce Maps for enhanced project initiatives.
We successfully managed multiple concurrent workstreams that provided the following tangible benefits:
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