CUSTOMER STORY

A Sales Cloud and Pardot Implementation

Company Profile

HIRE Technologies (“HIRE”) is building a network of staffing, IT, and HR consulting firms. They help their partners navigate the changing world through growth solutions, focusing on digital transformation.

HIRE’s partnership model emphasizes their brands’ identity and independence and provides the resources, support, and expertise to take their businesses further. They offer valuable advice and insights to clients while delivering innovative solutions, enhancing their HR teams, and connecting them with the best people for their business.

The Challenge

HIRE imagined a CRM process where they could have one source of the truth. They were working with a disparate set of systems with data and marketing tools hosted on separate Platforms.

HIRE also needed a place to manage their investor relations database and acquisition opportunities pipeline.

The Solution

First, App Solve built the foundational Salesforce system to match the client’s business needs by configuring and customizing Sales Cloud. Then, App Solve customized activity tracking to match HIRE’s needs. To integrate lead records into Salesforce, App Solve provided HTML web form code to the client. Leads, accounts, contacts, and opportunities were also configured.

After that, Sales Forecasting was configured to enable HIRE to see a complete view of their entire pipeline and business. Then, we created automation rules to support business process automation tasks and maximize efficiency and productivity within the business.

Next, App Solve implemented Pardot marketing automation within the Salesforce.com eco-system. Then, we integrated Pardot visitor tracking code to their website to reveal prospect activities and configured social media connectors for posting activities on Facebook, Linkedin & Twitter. We also created two branded landing pages to drive visitor web traffic.

Then we proceeded to migrate data into HIRE’s Salesforce implementation by extracting the data from all pre-existing systems and performed any needed cleaning and formatting.

Finally, we created and customized Reports and Dashboards based on HIRE’s business needs.

The Results

HIRE was able to view and track all their data in one place and derive meaningful insights from it. Their team increased their productivity by having automated notifications for tasks and deliverables.

They can easily scale their marketing process and send targeted and customized dynamic messages. They are now able to send visually appealing communication and forms directed to their stakeholders and leverage Pardot to nurture contacts based on type and activity on web Forms.

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

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.

Pardot

App Solve helps your marketing and sales teams automate and optimize your B2B lead generation and nurturing programs from initial prospect contact through the entire sales process.

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