CUSTOMER STORY

An automated proposal generation system tied to automated workflow within the Salesforce platform

Company Profile

BMS offers commercial janitorial and cleaning services, security services, and architectural restoration. For over 30 years, the BMS family of companies has provided its services to more than 100 million square feet of real estate across six markets, serving the largest commercial real estate and Fortune 500 companies in the nation. BMS is the industry leader in sustainability, holding more green certifications than 99% of industry peers, with a mission to create clean, safe, and eco-healthy building environments. The company focuses on quality, sustainability, and technology.

The Challenge

BMS, leading building maintenance service, was facing challenges in getting proposals out efficiently. In the course of business, a salesperson would meet the client, walk the space with them to gather their requirements, and then had to go back to the office to create the proposal, print, scan, and send it to the client for signing. There was no consistency in the way that proposals were being put together either. Adding to that, all the accounts were centralized in their accounting system only, so the sales team could not access this information in a place best suited to them. BMS wanted their salespeople to be able to send the proposal right from their mobile devices while still with the client. They needed App Solve to build a proposal system that would automate the whole process of proposal generation, send the Scope of Work right from the system and include emailing capability from inside Salesforce, thus reducing time lag and increasing efficiency, and ensure that more business is acquired and faster.

The Solution

With BMS’s improved productivity and customer management end goals in mind, App Solve configured their core CRM system and built solutions to enable the seamless flow of the information collected from the worksheet onto the proposal, scope of work, and into their Salesforce org. By integrating Conga Composer and DocuSign into their system, App Solve facilitated easy generation of customer-facing PDF Proposal, also enabled for electronic signature capability. The Salesforce1 mobile app was configured to allow mobile management proposals and communication templates were set up for quick, efficient customer communication. Additionally, App Solve constructed custom reports providing BMS access to real-time information on the system & the business, and provided support via testing, documentation, and training plan in order to maximize user adoption and ROI on the new system.

The Results

Post implementation, BMS was able to centralize all their accounts into their Salesforce org, ensuring that everyone had easy access to the information they needed in one place. The changes made also enabled BMS to adopt a more standardized proposal format and business closing process. Both proposals being generated and signatures being acquired much faster than before has resulted in a huge efficiency gain for BMS. The sales teams in particular are finding the new system very helpful in improving their productivity.

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.

Propose2Project

Using the world’s #1 CRM, Propose2Project builds your consulting proposals, right in your CRM. No need to work with Word and PDF anymore. It’s automatic! Automated invoice creation and project/job creation supercharge efficiency and delight your customers.

Services Provided

Custom Solution

Whether we’re building custom applications in Salesforce like in Chatter, building API integrations from scratch or custom 3rd party application integrations – we bring technology to the business to ensure all company objectives are exceeded.

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