Get in touch with our certified consultants and experts for your innovative solutions and services. We've helped multiple companies and clients' industries transform their business capabilities to fulfill their business objectives and vision. Schedule a Call
Sales Cloud Implementation For The Synthetic Grass Company
We implemented Sales Cloud & Process Automation for a leading synthetic grass company to streamline customer management, sales processes, and post-sale services through a centralized Salesforce CRM.
Customer
Grass Company
Country / Region
United States
Industry
Construction
Highlights
360-Degree Customer View
Smart Field Team Assignments
Precise Cost & Installation Tracking
Frictionless Customer Experience
Client Requirements
Centralized Customer Data Management
The client needed a unified CRM platform to consolidate customer data, replacing spreadsheets for better internal collaboration.
Automation of Manual Processes
Automating time-consuming tasks like order tracking, staff assignments, and customer follow-ups was essential.
Enhanced Post-Sales Engagement
A system was required to automate warranty and maintenance communication for improved after-sales service.
Real-Time Customer Tracking
The client wanted an automated workflow to track customer interactions and send follow-up emails accordingly.
Efficient Staff Allocation
A scheduling system was needed to assign field teams for site visits, measurements, and installations.
Challenges
Data Silos & Inefficient Communication
Customer data was scattered across spreadsheets, making collaboration and service consistency difficult.
Manual & Time-Consuming Processes
Order tracking, staff assignments, and warranty updates required significant manual effort.
Lack of Automated Follow-Ups
The company struggled with tracking customer interactions and sending timely follow-up emails.
Inconsistent Customer Experience
Without a streamlined system, providing frictionless installations and after-sales services was challenging.
Solutions
Opportunity Stage Tracking
We built a structured workflow in Salesforce to track business transactions from proposals to final payments.
Automated Customer Follow-Ups
Implemented email automation to remind customers of pending actions and close opportunities if no response is received.
Task & Event Scheduling
Developed an automated system to assign field teams for installations, including location and time scheduling.
Area-Based Cost Calculation
Created an order tracking system to calculate installation costs based on area size and type (e.g., sports fields, offices).
Third-Party Integration for Mapping
Integrated a system to generate architectural drawings and installation mapping based on project regions.
Say goodbye to manual tasks and hello to seamless operations with our Salesforce implementation.
Technical Stack
Build Your Mobile App Today
COMPANY
Founded in 2016, our client is a top synthetic grass provider in California and beyond, offering high-quality installations, exceptional after-sales service, and maintenance subscriptions.
Conclusion
By implementing Sales Cloud & process automation, we optimized end-to-end sales & installation workflows, enabling seamless operations, reduced manual efforts, and enhanced client experience. This Salesforce-powered system provided better team collaboration & operational efficiency, ensuring scalability for future growth.
