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How To Improved sales processes with customized Salesforce solutions

Customized salesforce solutions
customized salesforce solutions
Client Success Story

Industry: Roofing Services Provider

Business Model: Roofing Services

Location: California, USA

Tools

Salesforce Sales Cloud, Visualforce, Salesforce Lightning, Salesforce Apex

Timeline

10 Months

Outcome: We help homeowners and businesses protect their properties with durable roofing solutions, ensuring safety and long-lasting quality.

Client Overview

A Roofing Services Provider company of California, USA dramatically improved its sales activity using customized Salesforce solutions. With the help of the Salesforce Sales Cloud, including additional specific CRM approaches, this enterprise improved processes, increased customer satisfaction, and reached further company development.


Key Challenges Faced By Research University

1. Better Reporting

Smarter reports to monitor the teamwork, consumption and fiscal data about the achievements.

2. Financial Data Clarity

Friendly clarification on their financial data. Some of the simple solutions that would go a long way in the reduction of the amount of duplicity of efforts required on the part of the two teams include the automation of the following workflows; warranty emails, invoices, as well as PO approvals. Other related aspects such as commission calculation, and project notification would be made efficient by the systems on their own.


Solutions

Streamlined custom reporting by seamlessly integrating Salesforce Sales Cloud including Visualforce, Salesforce Lightning Component, Apex, Salesforce Adaptive UI, etc.

1. Enhanced Visibility with Custom Reporting

Increased scheduling efficiency by creating a unique Salesforce object to help monitor project progress and how personnel are performing on them. Created five active revenue and expense sheets which will show the results of the weekly payments and financial viability. Salesforce Sales Cloud and Visualforce visualization of important data and key performance indicators through visually expandable real-time dashboards.

2. Automated Email Workflows for Better Communication

Utilized Apex triggers to notify clients of revenue shortfall ahead of time or in advance. Created interactive email messages through the use of Visualforce for warranty and invoice dispatch with features such as mass emailing plus a warranty and invoice PDF attachable preview option.

3. Purchase Orders Automation

A set of new intuitive purchase order forms that improve overall purchase order management have been created with the help of native Salesforce Lightning Components which are mobile-friendly. Developed a new approval process with history to increase the level of transparency, audit capabilities as well as productivity.

4. Process Optimization with Apex

For revitalizing the inactivated projects probity, older Process Builder’s logics have been substituted with Apex triggers. Optimized commission calculations by creating very efficient formula-based processes with Apex, as the native system sometimes lacks features required for automation.


Tools and Technologies Used

1. Salesforce Sales Cloud

2. Visualforce

3. Salesforce Lightning

4. Salesforce Apex


Results Achieved

1. Returns of particular productivity in the team sensor and material using ad hoc Salesforce reports and an engaging financial dashboard for revenue-expense conversion.

2. Reduced time to work with key flexible rollers and automation of email templates of invoices with the help of Apex and Visualforce.

3. Increased PO transparency through the removal of PO approval obstacle’s as well as the adoption of digital solutions based on Salesforce Lightning Components.

4. Improved efficiency as the business resolved problem areas with specific procedures and selected features of Salesforce Sales Cloud.


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