CUSTOMER STORY
A high impact consulting engagement where App Solve re-deployed the customer’s sales environment using our patented ‘Re-Optimization’ process
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Company Profile
The Franchise Brokers Association (FBA) had been long time Salesforce.com users. Like many companies, processes began to change, configurations were made, and employees left without documented processes and the platform became difficult to unravel. The FBA needed to completely re-engineer their lead attainment and assignment process as they had a huge number of leads coming to them through upwards of 10 different sources.
The Challenge
App Solve worked closely with the FBA to understand their current lead processes and sources, then implemented to plan to re-create the entire process around automation, efficiency and productivity.
The Solution
App Solve created new lead automation, lead assignment rules and integrated a 3rd party application to handle their incredibly high volume of leads from their extensive variety of sources.
The Results
The FBA is now able to receive their exponentially increasing high lead volume efficiently and effectively through the use of the Salesforce web-to-lead functionality that App Solve created and configured.
The overall experience was really good and the proper service was provided as promised.
Reginald Woodie
Salesforce Administrator
Franchise Brokers Association
Melanie Cook
Director of Quality Assurance
Franchise Brokers Association
David Brabrook was extremely helpful and was able to keep the project on task and completed in a timely fashion. I would highly recommend AppSolve to anyone looking to reconfigure their Salesforce CRM.
Products Utilized
Sales Cloud
As the core fundamental CRM product within the Salesforce platform, Sales Cloud provides the baseline for the 30% revenue growth that the average App Solve customer achieves. Key areas like contact management, opportunity management, forecasting, reports and dashboards allow you to automate sales to supercharge growth.