CUSTOMER STORY
Salesforce.com’s Sales Cloud Enterprise Edition exported Weston Wood Solution’s data and imported it into Salesforce
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Toronto Office
1050 King Street West
Toronto
M6K 0C7
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Company Profile
Weston Wood Solutions is an innovative and diversified supplier of lumber and engineered wood products to window and door manufacturers as well as specialty millwork industries in the Americas, Europe and Asia. As a proud supplier to the millwork industry since 1985, Weston Wood Solutions offers technical and market-related expertise and takes a partnership approach to all of our business relationships.
The Challenge
Weston Wood Solutions were using BisTrack ERP but they were finding that it was not flexible enough to fit their specific business needs and that it was hard to maintain. BisTrack was making it difficult for Weston Wood Solutions to run all the reports they needed and they were unable to integrate with other applications without an expert programmer. Colleagues at Weston Wood Solutions had previously used Salesforce and they knew that Salesforce would be easier to manage, allow them to automate their business processes, provide more reporting capabilities, and provide increased security. Knowing this, Weston Wood Solutions decided to migrate from their legacy, combination of BisTrack ERP and Great Plains, to Salesforce.com’s Sales Cloud Enterprise Edition.
The Solution
In order to ensure a successful implementation, App Solve began the implementation process with a series of discovery calls with Weston Wood Solutions to understand their business needs and what they required from Salesforce. App Solve talked with heads of different departments to understand their individual department needs so that we could create a solution that would work for all departments. We then set up and customized Salesforce, working with Weston Wood Solutions along the way to ensure their satisfaction. In order to export Weston Wood Solution’s data from their legacy database, we worked with a former BisTrack consultant to help our team ensure a seamless transition of client data. We helped the BisTrack consultant understand Weston Wood Solution’s data and we figured out how to export it out of BisTrack. After spending hours helping the consultant, we were able to export Weston Wood Solution’s data and import it into Salesforce. Once the implementation was complete and Weston Wood Solutions was using Salesforce, App Solve trained all of their Salesforce users in small classes on how to use Salesforce and on Salesforce best practices. A few weeks after the training sessions were completed, App Solve held follow-up Q&A sessions to answer any questions users had after they had been using Salesforce for a longer period of time.
The Results
- Weston Wood Solutions is actively using Salesforce and it is customized and automated to fit their business needs
- Weston Wood Solution’s data from Microsoft CRM was successfully imported into their Salesforce database
- Salesforce provides better reporting capabilities, allowing Weston Wood Solutions to run reports on all of their data
- Users are trained on Salesforce best practices and are able to maximize their Salesforce usage
- Weston Wood Solutions has improved security measures and can easily manage their security settings
Products Utilized
Sales Cloud
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.
Services Provided
Email Integration
Salesforce integration with Outlook® and Gmail™ lets the sales reps handle their sales more effectively. Your reps will access, update, and add Salesforce records directly from their email, and connect emails and events to Salesforce records.
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
"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."
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
"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."
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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