Building Efficiency: Automation that Won Back Half the Workday

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.

• 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.

• 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.