Case Study: Construction Distribution
Building Efficiency: Automation that Won Back Half the Workday
Modernized Salesforce Sales & Service Cloud slashes paperwork by up to 50 percent and accelerates onboarding.
About the Client
With 17 brands under one roof, this construction-materials distributor supplies everything from windows and doors to fasteners and millworks through centers nationwide. Beyond moving product, the company delivers engineering support, training, installation, delivery, and even marketing services—giving builders, architects, and homeowners a truly end-to-end partner.
Years of strategic acquisitions supercharged growth but also flooded the business with disparate platforms, siloed processes, and mounting technical debt. The result: fast-evolving demands, no single source of truth, and workforce frustration.
Years of strategic acquisitions supercharged growth but also flooded the business with disparate platforms, siloed processes, and mounting technical debt. The result: fast-evolving demands, no single source of truth, and workforce frustration.
The Challenges
- Misaligned Salesforce Org: Legacy Sales & Service Cloud setups couldn’t keep pace with brand expansion.
- Untapped Automation: Core Salesforce features sat idle, forcing teams into manual workarounds.
- Partner Missteps: A previous vendor’s trial-and-error tactics left unstable configs and no overarching plan.
- Brand-Specific Gaps: Individual business units struggled to tailor Salesforce, eroding morale and adoption.
- Delayed Enhancements: Critical capabilities stalled, limiting scalability and anchoring employees to spreadsheets and email.
The Solutions
- Sales & Service Re-imagined: Re-engineered Salesforce to welcome new brands and automate 30–50 % of previously manual tasks.
- Faster Sales Cycles: Embedded online credit apps and reference checks, shrinking onboarding time and boosting CX.
- Service on Autopilot: Streamlined third-party support flows for quicker, measurable resolutions.
- Touch-free Accounts Payable: End-to-end AP automation eradicated contracting errors and freed finance headcount.
- Future-Proof Infrastructure: Hardened architecture, aligned business processes, and introduced Salesforce Maps for smarter project and field management.
Business Impact
| Outcome | What It Means |
|---|---|
| 5+ Brands Live in Record Time | Leveraged repeatable frameworks and Salesforce controls to roll out each new brand without re-inventing the wheel. |
| 50% Less Paperwork | Automation replaced manual data entry across credit, contracts, AP, and referrals. |
| Bulletproof Third-Party Support | Automated email routing, follow-ups, and satisfaction surveys ensure external vendors hit SLAs. |
| 360° Customer Portal | Personalized product recommendations strengthen loyalty and upsell opportunities. |
| Lean Field Operations | Native Service Cloud features replaced extra tooling—no added license costs. |
In Their Words
“When a new tech challenge surfaces, Korcomptenz is my first call. They’re fast, thorough, and consistently deliver. Simply put, they’re a partner I can count on.”