CUSTOMER STORY
A Sales Cloud implementation including process automation, opportunity tracking, Sales Forecasting, and Salesforce Inbox
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Toronto Office
1050 King Street West
Toronto
M6K 0C7
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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.
What Our Customers Are Saying
Digitcom hired AppSolve to streamline Digitcom's processes from Quote to Cash. A digital service provider, Digitcom's requirements are challenging and AppSolve's thorough knowledge of Service Cloud and AccountingSeed ERP and Financial Suite made them uniquely qualified to help.
AppSolve delivered a comprehensive overview of Digitcom's processes. They simplified systems by eliminating half of the business tools currently in use, resulting in more cohesive work flows at a lower monthly spend.
AppSolve's team faced external challenges multiple times during their engagement with us, but managed to keep tightly to their deadlines and deliverables while maintaining a high-quality, professional service.
Digitcom Telecommunications Inc.
"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
"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.
"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
"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
"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.
"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
"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
"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
"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
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