Customize Consent Preferences

We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.

The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... 

Always Active

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

No cookies to display.

Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.

No cookies to display.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

No cookies to display.

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

No cookies to display.

Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.

No cookies to display.

Unleashing the power of accelerated and streamlined processes for a Water-purification company​Manufacturing

Our client a known provider of best drinking water without producing plastic waste for 20 years.

They were facing significant challenges in managing their contracts, generating quotations, tracking field service team data, and handling invoices. These manual processes were time-consuming and prone to errors, leading to inefficiencies and delays in customer service.

challenge

  • Contract Management The client struggled with maintaining contracts as hard copies, leading to difficulty in management and consuming valuable time.​
  • Quotation Generation Generating quotations was a cumbersome process, causing delays in responding to customer inquiries.​
  • Field Service Team Data Data of field service team members were stored in Excel sheets, resulting in slow customer service as manual checks were required to assign resources for service.​
  • Invoice Handling Invoices were managed manually using QuickBooks software, posing challenges in efficiency and accuracy.​

solution

  • Field Service Lightning Package An end-to-end implementation of Salesforce’s Field Service Lightning Package revolutionized the client’s operations. This solution enabled them to maintain inventory and assets in a structured manner, providing real-time visibility and control over resources.​
  • Field Service Agent Management With Salesforce, the client effortlessly managed field service agent data, including operating hours, location of work, scheduled appointments, and worker availability. This centralized approach streamlined scheduling and improved resource allocation.​
  • CPQ (Configure, Price, Quote) Integration Salesforce CPQ was seamlessly integrated to automate and streamline the quotation generation process. This integration improved response times to customer inquiries and ensured accuracy in pricing and configurations.​
  • Third-Party Integrations Integration with Docusign Gen facilitated contract generation, eliminating manual processes and reducing the risk of errors. Additionally, integration with QuickBooks for invoices automated the invoicing process, improving efficiency and accuracy in financial transactions.​
  • Tech stack: CPQ, Lighting​

Outcomes

  • Enhanced Operational Efficiency The implementation of Salesforce and integrated solutions streamlined processes across the board, reducing manual efforts and eliminating errors and enhancing efficiency by 70%.​
  • Reduced Turnaround Time Field service workers could access emergency appointments instantly, resulting in 30% times quicker response times and enhanced customer service.​
  • Improved Customer Service Quicker response times to customer inquiries, efficient scheduling, and prompt invoicing led to 2X times enhanced customer satisfaction.​
How can we help you?

Talk to our experts and learn how we can help you achieve your growth goals

We experienced a notable change in our processes and customer engagement as a result of the efforts from team V2Force.

VP Operations
Water Purification Company​

Let’s work together

V2Force is a trusted Salesforce Partner, delivering excellence and creating pathbreaking Customer Satisfaction records for over a decade. We can join you at any phase of your Salesforce journey and help you realize your goals.​