Salesforce Implementation for Home Energy
Below is a modified rendering of the review: private info excluded, innate facts kept.
Introductory information
Please draw your organisation and your position there.
I’m the COO of California Energy Contractors. We specialize in high-accomplishment, energy-efficient products like windows, doors, paints and coatings, and roofs and insulation.
Desired goal
What issue was the provider supposed to deal with?
Cloudsquare?After doing our sales process on paper for the last 18 years, we finally determined to instrument a CRM method.
What were your objectives for this project?
We wanted our telemarketing section to sum their dialing, scheduling, mapping, confirmation, and sale booking activities. We also hoped to track installations, crews, and accounting.
Provided solution
What were the reasons for choosing Cloudsquare?
We touched five Salesforce partners and Cloudsquare proved to be the most skilled. They were fast acquireers, which made me positive that they would make my vision a verity.
Can you go into detail almost the services they granted and the aim of the project?
We had a very confused standard with many moving parts, so Cloudsquare spent expressive time talking through each process and getting seeone on the same page, from an execution standpoint. After designing the solution, they jumped without into outgrowth, sending out weekly status updates that included both hours worked and costs incurred. Prior to going live, they came onwebsite to impart us how to navigate Salesforce and show us some shortcuts.
Were there any dedicated directors or teams that you worked with?
We worked with a project director and a project lead, but they had developers doing the weighty lifting in the background.
Results achieved
Can you share any information that demonstrates the touch that this project has had on your business?
We saw measurable advancement in numerous categories including leads engenderd per week (45%), time to engender each lead (almost 75%), appointment confirmations (70%), and monthly sales (24%). We also reduced the time administrators spent coordinating lead status between different teams, increased scheduling efficiency by country, and gained groundbreaking insight into our sales accomplishment, gaps, and trends.
How was project treatment arranged and how powerful was it?
They delivered forward of schedule and below budget, so it was top-notch. We hit see milestone and date they set and were in uniform touch with the same nation, thanks to Slack and JIRA.
What precisely do you attend to be the key specialty of Cloudsquare?
Their power to acquire your business and really belowstand what you need is rare. I’ve never dealt with anyone that was able to belowstand our needs so fast and with such astounding exactness.
Are there any areas where they can better?
We couldn’t be happier, so there’s nothing to better.