CUSTOMER STORY

Sales Cloud and Experience Cloud implementation with Salesforce Inbox

Company Profile

Starting a small business comes with a myriad of challenges and obstacles. David Wimsatt, founder of Bold Concepts®, wanted to take the knowledge he acquired from developing small businesses that participated in Federal Government construction and translate the development process to other businesses.

Bold Concepts was born with the goal of providing these small businesses participating in the Federal Government Construction programs with access to sufficient resources that would act as a catalyst to their growth.

Bold Concepts delivers comprehensive support services to Small Business Contractors namely 8(a), Tribally-Owned, Women Owned Small Business and Service Disabled Veteran Owned Small Business and assists them through leveraging its own established government relations for their clients.

The Challenge

Bold Concepts works with small businesses to manage relationships and provide insight into construction opportunities with federal agencies. Working with federal agencies was a unique process; a federal application was the basis of their primary business activities when garnering work for their small business clients. Bold Concepts needed a sales tracking process that could track the sales activities of their clients as well as the sales activities of their direct Sales team. For example, Bold Concepts wanted to ensure transparency regarding the marketing plan for their clients. By using Salesforce, Bold Concepts would be able to manage and track the business development work that was being leveraged through their Direct Sales team on behalf of their client. Clients would be able to generate reports based on the activities for their respective companies. As a result the marketing plan ROI generated a meaningful interpretation of Bold Concepts’ performance.

The Solution

To address the problems that Bold Concepts faced, App Solve implemented a Client Experience Cloud solution with Salesforce Inbox. Custom objects were built so they could appropriately manage their clients and their engagements. Tracking was added so that they could evaluate client engagement activities and also produce reports that represented the data in a meaningful way. Marketing, business development, and clients would be given a single shared view of all the opportunities that Bold Concepts’ Direct Sales team was working on and they would be provided with the functionality of reporting by region.

The Results

Bold Concepts would gain full visibility into all sales activities and could track activity, view all opportunities and produce the appropriate reporting needed at every stage of the sales cycle.

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.

Experience Cloud

The Experience Cloud allows you to connect to your customers and partners in a whole new way. Then take that information and customize your business to best align with your target audience and critical partnerships.

Services Provided

Salesforce to Salesforce Migration

We import all your business data from a legacy source organization into a new target organization. Migration planning and testing are included to ensure all required data points and fields from the source org are captured in the target.

Business Process Consulting

We provide planning, execution, and application of process improvement strategies. This includes data collection and analysis, process mapping, designing, developing performance metrics, and providing options for improvement.

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

"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

"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