Industrial services, safety training and rescue servicesIndustrial Safety & Rescue Provider
An industrial safety and rescue provider launched Sales and Service Cloud together, from web lead to signed quote to scheduled service.
An industrial safety company provides rescue standby, safety training, and related services to industrial sites. It needed one system to handle both winning new work and managing service requests.
The challenge
Leads, quotes, service requests, and calls were handled in separate places. Sales had no structured pipeline, service orders and scheduling were tracked by hand, and quotes went out for signature outside any system of record.
The solution
SiiMPLY7 ran discovery with wireframes of the data flow and user experience, then implemented Sales Cloud for web leads, assignment, opportunities, products, and quotes, and Service Cloud for cases, service orders, scheduling, and web and email intake. DocuSign handled quote acceptance, and a telephony integration identified callers automatically and enabled click-to-dial.
Implementation highlights
What we built.
- Discovery wireframes of data flow and user experience
- Web-to-lead with assignment and auto-response rules
- Case management with service orders and scheduling
- DocuSign quote acceptance returned into Salesforce
- Telephony with caller identification and click-to-dial
Results
Sales and service run in Salesforce
Signed quotes returned straight into records
Callers identified automatically on screen
Engagement summary
Delivered in about four to six weeks, closing with documentation, user testing support, and team training, followed by a review of next steps.
What's next
The review phase identified next steps for expanding service reporting and automation.
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