CUSTOMER STORY

Salesforce implementation, training and follow-up, was done virtually via the internet and telephone, therefore keeping costs down and saving much time

Company Profile

Carly Rian Group is a Toronto-based management consulting firm that specializes in solving business problems driven by cost, quality and time. Carly Rian believes working with clients is a privilege and that their equity lies in their ability to be trusted. They promise an unmatched combination of customer experience and defendable, data-driven results.

The Challenge

Carly Rian’s old CRM system was difficult to use. It took a long time to enter information into the system and reports were a challenge to create and export. Users became frustrated and stopped using the system. Carly Rian decided to switch to Salesforce after recommendations from colleagues who had used Salesforce before, and from companies who had made the switch to Salesforce, and had expressed their happiness with it. However, the larger problem was that Carly Rian’s old CRM provider was little or no help with the data migration to Salesforce.

The Solution

App Solve held multiple discovery call sessions with Carly Rian Group to review what their CRM requirements would be. App Solve was then able to customize Salesforce to meet Carly Rian’s requirements and make their transition to Salesforce as seamless as possible. The entire project from discovery sessions to Salesforce implementation, training and follow-up, was done virtually via the internet and telephone, therefore keeping costs down and saving much time and resources in the process.

App Solve made sure all of Carly Rian’s key data was imported correctly into Salesforce while keeping data integrity intact and matched the Salesforce system to Carly Rian’s business to meet their standards. Carly Rian’s team was extensively trained on how to roll out Salesforce effectively and how to optimize its usage.

The Results

Carly Rian Group is now able to fulfill their commitment to customer excellence. Internal managers and users now have access to all necessary data at their fingertips, and the tools needed to support Carly Rian Group’s commitment to customer excellence.

CRG had a fantastic experience with AppSolve. They demonstrated that they were not only very knowledgeable with SalesForce, but that they were also very invested in us, and our requirements as a customer.

They were always very prompt and overall it was a very productive relationship. Not only were they great partners but they spent the time to train us on a lot of little things so we would not need to engage them every time we need a minor enhancement.

They absolutely proved their value on the project, and we will definition be using them again in the future when we look at any further enhancements.

Jason Mattka

Principal

Carly Rian Group

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

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

"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