The Challenge

The client was confronted with the need to migrate their operations from an existing CRM to Salesforce while simultaneously automating their sales processes.

They sought to implement a range of desired functionalities, including enabling clients to conveniently raise tickets through case management, offering financing options, effectively managing change orders, enhancing project management capabilities (milestones, tasks, team allocation), facilitating project execution planning, and improving overall case management.

However, their previous CRM system proved to be a significant obstacle due to its lack of scalability and the requirement for cumbersome workarounds involving multiple systems. These limitations resulted in redundant data, increased reliance on manual intervention, and, notably, a lack of essential project management features, ultimately hampering efficiency and productivity.

The Solution

Transitioning from the existing CRM to Salesforce was a significant feature of the solution, with Salesforce Sales Cloud playing a pivotal role in automating the sales process. Additionally, case management capabilities were added using Salesforce Service Cloud to enhance client support and improve ticket management.

To ensure a seamless transition and minimal disruption to operations, the solution successfully migrated data and processes from the existing CRM to Salesforce. This meticulous migration process guaranteed the integrity and accuracy of the transferred information. Furthermore, Salesforce Sales Cloud was implemented to automate the entire sales process, encompassing lead generation, deal closure, and customer onboarding.

By implementing Salesforce Sales Cloud and integrating Salesforce Service Cloud for Case management, the client’s sales process was streamlined, and customer support was significantly improved.

The solution overcame technical challenges by ensuring a smooth transition and achieving end-to-end sales automation with Salesforce.

Integrations for this project were;

Google Suite: Enabling seamless data exchange and collaboration through integration.

Dialpad: Enhancing communication efficiency with integrated solutions.

Mailchimp: Driving email marketing and customer engagement through seamless integration.

QuickBooks: Streamlining financial and accounting processes through integrated solutions.

Milestones PM+: Improving project management efficiency with Milestones PM+ capabilities.

The Result

The solution automated lead management, opportunity tracking, and deal closure, improving efficiency.

The system facilitated flexible financing and efficiently managed change orders.

Comprehensive capabilities enabled efficient ticket resolution and client support.

Robust features included milestone tracking, task assignment, team allocation, and project execution planning.

Structured project templates were provided, customizable to specific requirements.

Milestones were automatically generated based on project progress for accurate tracking.

Flexibility in task configuration and assignment improved project workflows.

Access to Gantt charts provided visual project timeline representation.

The solution enabled project forecasting for informed decision-making.

Complex reports and dashboards tailored to client KPIs and metrics. High-level insights into sales performance, project progress, and financials were available for strategic decision-making.