CUSTOMER STORY

A Sales Cloud implementation including process automation, opportunity tracking, Sales Forecasting, and Salesforce Inbox

Company Profile

Hallink Moulds is a leading supplier of blow molds and change parts to the bottle manufacturing and bottling industry, providing a full-service operation, assisting clients from idea conception to project completion, specializing in the manufacture of blow molds custom personalization/handling parts for customers in the food, beverage, healthcare and chemical industry.

The Challenge

Hallink Moulds didn’t have a central source of truth for activity, sales pipeline, and follow-ups which created a problem in them with being able to scale with their growth. Also, they didn’t have a defined path for order completion with a new and existing customer.

Activity that was happening in Outlook was not being captured anywhere. As a result, it was harder to see all customers’ and distributors’ interactions.

Hallink Moulds didn’t have the necessary insights that they needed into the business to understand how different distributors and customers were performing.

The Solution

App Solve first reviewed Hallink Moulds’s business processes and then implemented and configured Salesforce according to their needs and to how the business wanted to operate going forward. Next, App Solve customized activity tracking to match the client’s needs. In order to integrate lead records into Salesforce, App Solve provided HTML code to the client to put on web forms.

We then configured Sales Forecasting to enable Hallink Moulds to see a complete view of their entire pipeline and business. App Solve also built out differentiated Sales Paths and Stages that could cater to specific business cases and ultimately feed different reports. Product Inventory and Pricebook list in Salesforce Instance were set up. Also, automation rules were created to support business process automation tasks.

App Solve configured Salesforce Inbox by integrating the client’s Outlook email system to Salesforce.com and synced contacts and calendar items. Finally, App Solve migrated Hallink Moulds’s data into the client’s Salesforce system.

The Results

Hallink Moulds is now able to track activity, sales pipeline, and follow-ups in an organized manner. The firm has a single source of customer data and a CRM that is updated in real-time. They can anticipate customer needs and put the right capabilities around the customer and the sales team.

Also, their sales team can now in one place see sales progress, from lead generation through closing the deal.

Managers are able to see customers who are placing a healthy amount of orders and they are also able to identify when order habits trend down.

Hallink Moulds accomplished its goal of having increased visibility that has enabled every team to deliver a more efficient and personalized experience, while also allowing management to recognize opportunities for growth and predict needs more effectively.

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.

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

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