Sales Cloud implementation and Smartsheet integration
1050 King Street West
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TalentNet introduced the world to a better way of sourcing in 2013 with the launch of the TalentNet contingent labor direct sourcing platform. Today, direct sourcing is one of the fastest-growing trends globally in talent acquisition. As the technology pioneer in direct sourcing, TalentNet empowers some of the world’s leading brands to provide candidates with a seamless hiring experience, while simplifying supply chain complexity, and reducing cost.
Their mission is to transform how organizations engage and acquire talent. And they won’t stop innovating until all job candidates, regardless of work type or background, are seen equally for what they are…people.
TalentNet wanted to centralize customer information under one roof and have greater visibility into opportunities. Also, sales reps needed access into a single platform on their mobile devices, making it easy to update accounts on the go.
They wanted to plan, manage, measure, and improve lead generation, qualification, and conversion.
When managers needed to create their weekly reports, time was wasted when looking for the right data, usually leading to human error.
Sales reps wanted to have all their customers’ information at their fingertips in one single source of truth.
First, App Solve configured and set up Sales Cloud by creating a company profile, users, user role hierarchy, and configured organization-wide defaults.
Then, we customized activity tracking to match TalentNET’s needs, including call connections, in-person meetings, email sends, etc.
Chatter—a Salesforce real-time collaboration application that lets users work together, talk to each other, and share information—was also configured to allow internal and external collaboration.
Next, we created accounts, contacts, and opportunities with their standard and custom fields.
In addition, the source of all new Leads was configured to be captured on the Salesforce platform.
App Solve configured Forecasting settings and mapped Opportunity stages to Forecast categories. We also configured Forecasting hierarchy and roles.
We created automation rules in the Salesforce.com system to support business process automation tasks and maximize efficiency and productivity within the business. Automation rules included automatic task creation, field updates and/or e-mail notifications, field dependencies and validation rules.
The next step involved App Solve integrating Salesforce to Smartsheet. Smartsheet is a software as a service (SaaS) that enables collaboration and work management. It is used to assign tasks, track project progress, manage calendars, share documents, and manage other work, using a tabular user interface.
The goal was to create a seamless transition of data between the two systems, which included:
- Configuration of the Smartsheet connector
- Synchronization of TalentNet data into Salesforce from Smartsheet at regular intervals in their cycle
- Push of data from the Opportunity object in Salesforce to centralized deal/project tracker in Smartsheet
- Configuration of workflows between Objects on the Connector
- Mapping of fields between objects
- Setting the frequency of the sync
Finally, we created and customized Reports and Dashboards for relevant insights into TalentNet’s business including formatting, filtering, style, formulas, and graphs. The Dashboards were customized based upon the specific business requirements like important KPIs, metrics, and more.
App Solve provided training on the new system for both users and admins in order to maximize user adoption and ROI on the system.
Salesforce gave TalentNet sales team one centralized place to see sales progress, from lead generation through closing the deal. They can see how much business their teams generate, the sources of that business, and who in their team is making it happen.
Pipeline reports provide insight into their future sales and reps don’t waste time scrubbing data and updating spreadsheets anymore when creating weekly reports.
With Chatter, TalentNet streamlines internal communications for its sales and other teams. Instead of hunting for a specific person who might have an answer, users can find the right source for a question by posting directly to a Chatter group. The appropriate sales rep or anybody else can quickly provide an answer that everyone can see. Other users can also share best practices and tips. Also, now everyone can get involved when TalentNet gets new customers and share kudos about the wins.
As the core foundational 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.
Smartsheet provides a dynamic workspace that empowers teams to manage projects, automate workflows, and quickly build new solutions. It is used to assign tasks, track project progress, manage calendars, share documents, and manage other work, using a tabular user interface.
What Our Customers Are Saying
Digitcom hired AppSolve to streamline Digitcom's processes from Quote to Cash. A digital service provider, Digitcom's requirements are challenging and AppSolve's thorough knowledge of Service Cloud and AccountingSeed ERP and Financial Suite made them uniquely qualified to help.
AppSolve delivered a comprehensive overview of Digitcom's processes. They simplified systems by eliminating half of the business tools currently in use, resulting in more cohesive work flows at a lower monthly spend.
AppSolve's team faced external challenges multiple times during their engagement with us, but managed to keep tightly to their deadlines and deliverables while maintaining a high-quality, professional service.
Digitcom Telecommunications Inc.
"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."
Craig MacAdam, CFO | Lift North America
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Dawn Jones, Director of Marketing | Kraun Electric Inc.
"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."
Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company
"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."
Simon Dealy, CEO | HIRE Technologies
"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."
Aaron Jones, CEO | Kraun Electric Inc.
"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"
Anthony Schermer, Senior Account Executive | Accounting Seed
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John Chiaramonte, Senior Business Development Executive | Enwave North America LP.
"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"
Sierra Hayes, Operations Manager | Dream Local Digital
"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."
Chris Haase, President | Environmental Products Group
"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."
Gregory Kennedy, Controller | Generis
"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."
Lee-Anne Golden, Managing Director | Urban Flats Toronto
"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"
Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions
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