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Customer Story

Implementation of Conga Composer and building a master template for scheduling, payroll and invoicing through extensive Apex/VisualForce Code

Company Profile

Founded in 2009, Urban Flats Toronto offers furnished rental suites with contemporary design themes, located in the heart of the city. Relax and enjoy your extended stay of 30 days or more with many of the comforts and conveniences of home, all delivered at significant savings over a hotel stay. Locations are selected for their premium quality and easy access to the financial, business, entertainment districts and the downtown core hospital network. Our residential suites are privately owned and feature fitness centers, parking, and security.

The Challenge

Prior to implementing Conga Composer, integrated with Salesforce Sales Cloud, Urban Flats’ scheduling department would copy all of the pertinent opportunity information into a spreadsheet and send it to an Administrator to create an Excel-based schedule and related invoice. This manual process created conflicting schedules, data errors and a drop in customer service levels. In addition, Urban Flats utilized several different spreadsheet formats and stored them locally on the company’s network, which made managing and finding them difficult.

The Solution

Urban Flats, with Salesforce.com consulting firm App Solve, spearheaded the implementation of Conga Composer and through extensive Apex /VisualForce Code helped Urban Flats build a master template for scheduling, payroll and invoicing, that would populate with data from the Opportunity record and other custom objects in Salesforce. Additionally, App Solve provided a re-optimization solution to go along with Urban Flat’s new automated invoicing and scheduling system. Organization specific rules such as disallowing duplicate data and security hierarchies were created specifically for Urban Flats to ensure that even when information is inputted manually or in a time crunch– it will be as accurate as possible.

The Results

Combining Conga Composer with a customized Visualforce solution developed by App Solve has reduced the time Urban Flats agents spend entering manual data and time spent correcting data errors. The integration of Urban Flats proprietary information system consolidates resources and improves turnaround time, and using schedules is also much easier now that the entire process is in Salesforce.

“The AppSolve team are very knowledgeable about the Salesforce product and took the time to understand our business needs with respect to process, tasks and reporting. The end result is a customized system that lets all members of our team share information about our guests and more effectively manage their stays in our furnished rental suites.”

Kerri Golden
Urban Flats

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:

Custom Coding

We make customization solutions simple. Through custom coding, your business can make your Salesforce org even more useful and responsive to your customers.

Rescue Project

If your business needs changed, your first implementation didn’t go well, or you’ve gone through an acquisition or merger, a Salesforce re-implementation will allow your team to get back on the right track.