CUSTOMER STORY

A migration to Salesforce’s Sales Cloud from Zoho CRM

Company Profile

Based in Vienna, Virginia, Trace systems supports and defends’ our nation’s security interests worldwide. Trace Systems provides cybersecurity, intelligence, communications, networking and information technology services, systems and solutions to the United States Department of Defence. Their mission is to champion their customer’s mission, aiding them alongside every step of their journey before deployment occurs right down to planning for the next deployment.

The Challenge

The method that Trace Systems would utilize to attain federal contracts was through accessing a portal posting thousands of Federal Business Opportunities. Trace would be able to bid on a Federal Business Opportunities, and the winning bid would receive the Opportunity. Alisha Kelly, the Director of Business Development, noticed an incongruity with cross-departmental communication in regards to the bid process. Multiple systems were utilized, in which none communicated with each other. Excel was utilized to prepare reports, which were sent off via email. Email acted as a bridge between the systems but this proved to be inefficient and lacked transparency. It was imperative that the systems connected so that a streamlined view of the organization’s bid process was accessible at anytime. There was a lack of transparency, limited communication cross-departmentally and it was difficult to get a streamlined view of the extensive opportunities that Trace was tracking. A case was made by outlining the cost-savings, functionality and efficiencies they would gain from implementing Salesforce’s solutions, thereby leveraging their competitive stance in the industry.

The Solution

Collaborating with Trace Systems, we derived a solution from Sales Cloud. We took into account long-term scalability as well as addressing pain points that Trace Systems experienced: we enabled integration with Outlook 365, added workflow automation and incorporated a LinkedIn integration to allow users the ability to see who the decision makers were and who was involved at what part of the acquisition cycle. To streamline their move to Salesforce, data was migrated from their existing repository.

The Results

The result of moving their system to Sales Cloud included improved efficiencies, streamlined communication, and more insight than ever into garnering new business.

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

Business Process Consulting

We provide planning, execution, and application of process improvement strategies. This includes data collection and analysis, process mapping, designing, developing performance metrics, and providing options for improvement.

Email Integration

Salesforce integration with Outlook® and Gmail™ lets the sales reps handle their sales more effectively. Your reps will access, update, and add Salesforce records directly from their email, and connect emails and events to Salesforce records.

LinkedIn Integration

Sales teams can take advantage of the combined power of LinkedIn Sales Navigator – in which they are already managing other sales operations – and Salesforce through the integration of LinkedIn and Salesforce.

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