Home Services Provider specializes in energy, water, and air solutions.
Successfully transitioned from manual, paper-based systems to a fully digital workflow
Implemented a robust scheduling system, seamlessly integrating installations with available resources
Integrated Dialpad with Salesforce, establishing a dynamic outbound calling system to enhance the sales process
Leveraged Sales Enablement tools within Salesforce for refined management of the outbound sales cycle
Vice President, Operations
Transformation & Implementation
Reliance on a cumbersome paper-based form system slowed operations and increased the risk of data inaccuracies
The previous service management software was underperforming and not delivering the expected value
Lack of an integrated platform for outbound calling led to significant gaps in their process
Undertook a digitization project to replace paper forms with digital processes
Integrated Dialpad with Salesforce to create a seamless outbound calling experience
Implemented Sales Enablement to optimize the management of outbound sales operations
Accelerate your top line across every single customer touch point. Seamlessly.
Finally, a tech stack to monetize all touch points across all channels.
We approach products and pain-points with your entire business process in mind. Not just what your business looks like today, but also what you want your business to look like several years from now. With this approach, we build a solution that can— and will — grow with you.