CUSTOMER STORY

ASIS International was struggling with managing their sales processes to align with its overall firm strategy

Company Profile

ASIS International is the preeminent organization for security professionals worldwide. Founded in 1955, ASIS increases the effectiveness and productivity of security professionals by developing educational programs and materials that address broad security interests, such as the ASIS Annual Seminar and Exhibits. ASIS advocates the role and value of the security management profession to business, the media, government entities, and the public.

The Challenge

Growing at such a high pace, ASIS International was struggling with managing their sales processes to align with their overall firm strategy. Disparate systems plagued the organization from properly connecting sales territories with their respective lead prospects. Knowing that their current software solutions could not achieve their organizations’ specific territory management needs, ASIS looked for a solution that would allow them to provide their workforce with the necessary marketing tools, training and automation that would take them to the next level.

The Solution

As a first step, ASIS partnered with App Solve to implement Salesforce.com Sales cloud with the purpose of integrating all of ASIS’ information from their current sources into the new centralized Salesforce instance. Additionally, App Solve provided full customization for their leads, contacts, account, dashboards, reports and Salesforce Chatter – to further align with the unique territory management needs of the organization. The main part of the solution revolved around the assignment rule set-up. App Solve enabled Salesforce to assigned leads to different territories based on the lead’s geographies. Finally, App Solve was able to create a Microsoft 365 integration, allowing for all old and new lead information to be seamlessly stored under one centralized platform. 

The Results

After deploying Salesforce.com Sales Cloud correctly, user adoption from salespeople increased dramatically. Salespeople saw the system as a tool that could increase their commissions and thus were more engaged in the system. This enhanced engagement led to more accurate information, entered in a timelier fashion. Marketing was able to utilize the data for better campaigns and managers for better understanding of the market.

Of course the benefits did not stop there. Territory managers now had a clear view of the sales pipeline and with the right marketing automation tools at their fingertips, they were able to properly identify and focus on relevant business prospects.

Change is painful for any organization, but in this case, the client agrees the disruption was well worth the investment.

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.

Salesforce Inbox

Email integration tool that integrates with your inbox in Salesforce. Bring email, calendar, and CRM together in one seamless experience. Immediately update your CRM with sales data from your inbox and sell smarter from your inbox.

Services Provided

CRM Migration

Transferring data from one CRM to Salesforce can be difficult and is often a daunting process. We recognize the complexity of the data and the importance of protecting its integrity. Our consultants will develop and implement a migration strategy that is consistent with your business objectives.

Name*

Toronto Office – Head Office
146 Thirtieth Street
1st Floor
Toronto, ON M8W 3C4

What Our Customers Are Saying

"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.

"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

"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

"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.

"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

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Sierra Hayes, Operations Manager | Dream Local Digital

"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

"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

"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