Case Studies

CHALLENGES

SOLUTION

RESULTS

• High cost advertising which was resulting in a lack of leads & a poor conversion percentage
• Traditional methods of advertising, such as the yellow pages was not working for the business
• Needed to consolidate several applications into one system, such as quoting, job management & finance.
• Eliminate rework of customer data
• Tracking customer activity and sharing information was becoming very difficult as the business was growing

• Salesforce.com is not only web-based but customization and automation was also possible.
• Google Adwords would help them achieve a large percentage of web-based enquiries
• Salesforce.com gave them the ability to have one database
• Greater control over the job management process with the ability to keep their customers informed & included in the job process

• 50% of the business is now through web enquiries - yellow pages is no longer used
• 20% of the business is repeat business which means that there is an increase in customer loyalty
• Spreadsheets & MYOB have now been replaced with Salesforce.com
• Salesforce.com is the 'one' solution that manages all processes, quoting, web enquiries, invoicing, job management & workflow

CHALLENGES

SOLUTION

RESULTS

• Required full CRM functionality that was easy to use especially for those employees that have no or limited computer skills
• No central system for viewing sale opportunities, quotes & general customer information
• The inability to share information between departments
• Wanted to replace existing paper based system

• Choose Salesforce.com over SAP, Siebel & Pivotal
• Sales support & marketing operations were standardized with Salesforce.com
• Employees took to the user friendly Salesforce system right away.
• Rapid development of the system & low cost of ownership
• The ability to have real time status updates.

• Positive ROI within the first 6 months
• Internal communications increased greatly
• Marked increases in sales & employee productivity
• Real time data sharing between all departments
• Sales managers now had visibility into the activities of their sales representatives & the status of their pipelines

CHALLENGES

SOLUTION

RESULTS

• Web-based system that would decrease maintenance costs & that could be implemented quickly
• Single source of company information
• Lack of IT resources for complex implementations like Oracle CRM
• With several office locations wanted to have the same metrics in place company wide

• Selected Salesforce.com over Goldmine for its easy implementation
• Saleforce.com on demand model provided 24/7 access from any location
• Easy customization - project & tracking system were built within a week

• Increase in sales effectiveness, providing a greater competitive advantage
• Reduction in implementation times and costs
• Critical information can now be shared and the business can stay up-to-date with dashboards & reports

CHALLENGES

SOLUTION

RESULTS

• Needed a solution that could be accessed from anywhere anytime
• Required a solution that wouldn't intimidate non-technical users & that required minimal infrastructure & maintenance
• An innovative solution that could be implemented immediately
• Replace email that made it difficult to track & update all aspects of the business

• After their 30 day free trial was over, the business realized that Salesforce.com meet their criteria & was the most competitive in cost
• Implemented in just weeks with limited IT involvement
• Sales representatives can access the information that they require from their BlackBerry to create real-time orders & to sync their data
• Custom application were created to track vehicle & maintenance costs
• Information was available on-line

• Increased efficiency & improved business operations due to a single source of information
• Custom tabs were created to capture the information that was relevant to their business
• Rapid user adoption & improved productivity
• Receive real time information
• Better data quality, fast data capture that eliminated time consuming paperwork

CHALLENGES

SOLUTION

RESULTS

• Improve communication & collaboration among line managers
• Decrease the lead turnaround time and improved lead tracking
• Required a Web-based solution that that would be integrated aligning with the company's online business
• Implementation with minimal IT intervention

• The implementation of web-based campaign management tools & an integrated interface
• Provides a comprehensive view of accounts, campaign management & customer service tools
• Implemented Salesforce group edition with no support required from IT

• Improvements in reporting due to more accurate pipeline reporting
• The turnaround times for leads was greatly decreased.
• Relationships improved within the business & productivity improved within a few short months