Construction, residential hardscape and pavingResidential Paving & Hardscape Company
A fast-growing paving company stopped losing leads and deals with a quick-start Sales Cloud rollout for its design and sales team.
A residential paving and hardscape company supplies materials and installs projects, with jobs ranging from tens of thousands to a few hundred thousand dollars. The company had roughly doubled in size in a year, and its designers were each tracking leads their own way.
The challenge
Leads from online directories, search, and home shows were slipping through the cracks because follow-up depended on each designer's personal system. The contractor tool in use had no reminders or task tracking, jobs were delayed for the same reason, and managers had no view of sales activity.
The solution
SiiMPLY7 delivered a quick-start Sales Cloud implementation around the company's actual process, from lead to site visit, estimate, and handoff to the sales manager and back office. The team set up lead, account, and opportunity management, workflows, tasks and reminders, email templates, and dashboards, and migrated existing leads and accounts.
Implementation highlights
What we built.
- Lead to site visit to estimate process in Sales Cloud
- Tasks and reminders so no lead is forgotten
- Estimates attached to each opportunity
- Sales activity dashboards for managers
- Existing leads and accounts migrated from spreadsheets
Results
Follow-up tracked for every designer
Sales activity and pipeline in one view
Live in about three to four weeks
Engagement summary
The quick-start build ran about three to four weeks for a team of about 25 users, including designers, sales managers, executives, and office staff, with support hours and a marketing automation plan to follow.
What's next
Planned next phases included an accounting integration, job and project management, and marketing automation for nurturing leads.
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