Sales Cloud Implementation & Customization

Enhancing custom Salesforce CRM with modules that support the bidding process and overall collaboration

Overview

A multi-faceted end to end general construction and design contracting brand offers the complete range of services at construction sites around and beyond the mid-Atlantic region. Found in the year 1956 the brand provides affordable construction services and stands strong as a 300 member professional employee group today. The brands focused approach in most aspects of the construction process has helped it achieve high levels of client satisfaction. This approach enables the company to control and maintain costs, provide desired quality, and meet aggressive schedules. 

Highlights

The core aspect of landing new projects for the brand relied on the efforts and speed that went into bidding for the same. The absence of a full-fledged CRM or any other software made proposal management difficult and tracking the same using spreadsheets was cumbersome. It disallowed collaboration among the teams and a complete round-up of efforts was absent. Team AppShark implemented Sales Cloud along with a bid processing system that helps streamline the bidding process along with a dashboard option that presented performance reports from time to time. End-users were effectively trained to increase adoption and optimize using the new system to its fullest capacity.

Outcome

The process of bidding and selling was entirely automated and this multiplied the productivity of sales teams. The process also assured the brand of scalability.

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