Salesforce Rescue: New Business Units and Automation of Key Functions

Discover how Korcomptenz revived a struggling Salesforce deployment by quickly expanding into new business units and automating key functions.

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5+

new brands successfully integrated with Salesforce Sales and Service Cloud.

30% to 50%

reduction in manual effort depending on tasks, enhancing visibility across credit applications, referrals, contracts, and accounts payable.

Cost-efficient

field operations handling using native Service Cloud features.

Quick Solutions Overview

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Industry

Construction Distribution

HQ

United States

Solution

Customer Relationship Management

Technology Used

Salesforce, Power Apps, WordPress

About the Company

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The client is a major player in construction materials distribution, managing 17 brands that provide windows, doors, fasteners, millworks, and related products across the U.S. Their mission is to integrate materials, products, services, and expertise to empower suppliers in serving builders, architects, and homeowners efficiently. They also offer essential services like engineering, training, installation, delivery, and marketing assistance.

The Challenges

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Our client encountered significant hurdles that hampered their progress in a complex environment, including issues in sales and service that complicated their journey. These challenges comprised an outdated Salesforce Sales and Service Cloud configuration that failed to align with their expanding brand portfolio’s requirements, compounded by underutilization of automation and essential features. Furthermore, the previous Salesforce partner’s trial-and-error approach led to instability, lacking a cohesive strategy and adequate project management support for large-scale initiatives, exacerbating the situation. These difficulties resulted in brands struggling to adapt Salesforce to their specific requirements, leading to decreased morale and confidence in its effectiveness as a central sales and marketing platform. Delays in implementing crucial functionalities further compounded issues, resulting in unmet needs, reliance on manual processes, and constraints in scaling operations efficiently.

salesforce rescue challenge short form

The Solutions

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Here are our solutions to address the challenges:

Transformed sales and service operations with innovative solutions, expanding Salesforce to integrate new brands and enhancing automation to reduce manual effort by 30 to 50 percent depending on the function.

Expedited sales and streamlined onboarding with an integrated online credit application and reference system, and optimized third-party support workflows in Service Cloud.

Automated entire accounts payable process, resolving contracting errors, and providing tailored solutions through close collaboration.

Revamped Salesforce setup, fortifying infrastructure, aligning processes with business goals, and leveraging Salesforce Maps for enhanced project initiatives.

What the Client Said

“Any time a new technology topic comes up, I never hesitate to reach out to Korcomptenz. And while I like to plan my projects in advance, they’ve never failed to come to the rescue being both responsive and thorough. In summary, a true partner I can count on.”

The Benefits

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We successfully managed multiple concurrent workstreams that provided the following tangible benefits:

Integrating Salesforce across New Brands with Tailored Precision:

Efficiently integrating Salesforce across over five new brands, utilizing existing structures and Salesforce’s robust controls to tailor operations precisely.

Streamlining Third-Party Support via Automated Email Routing:

Improved external service delivery with an innovative approach that allowed internal teams to route support requests to third parties via email, with automated follow-ups and surveys for success measurement.

Automated Workflows and Enhanced Visibility across Operations:

Automated workflows and improved visibility across credit applications, referrals, contracts, and accounts payable, seamlessly integrating dynamic website forms, contracting software, and Power Apps, ensuring comprehensive process visibility.

Streamlining Product Suggestions in Salesforce

The implementation of an advanced customer portal facilitated personalized engagement and improved customer relationships.

Leveraging Native Service Cloud Features:

Cost-effective field operations management using native Service Cloud features without the need for additional licenses.

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