Unleashing the power of accelerated and streamlined processes for a Water-purification companyManufacturing
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.
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
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