CUSTOMER STORY

Weston Wood Solutions Logo

Salesforce.com’s Sales Cloud Enterprise Edition exported Weston Wood Solution’s data and imported it into Salesforce

Company Profile

Weston Wood Solutions is an innovative and diversified supplier of lumber and engineered wood products to window and door manufacturers as well as specialty millwork industries in the Americas, Europe and Asia. As a proud supplier to the millwork industry since 1985, Weston Wood Solutions offers technical and market-related expertise and takes a partnership approach to all of our business relationships.

The Challenge

Weston Wood Solutions were using BisTrack ERP but they were finding that it was not flexible enough to fit their specific business needs and that it was hard to maintain. BisTrack was making it difficult for Weston Wood Solutions to run all the reports they needed and they were unable to integrate with other applications without an expert programmer. Colleagues at Weston Wood Solutions had previously used Salesforce and they knew that Salesforce would be easier to manage, allow them to automate their business processes, provide more reporting capabilities, and provide increased security. Knowing this, Weston Wood Solutions decided to migrate from their legacy, combination of BisTrack ERP and Great Plains, to Salesforce.com’s Sales Cloud Enterprise Edition.

The Solution

In order to ensure a successful implementation, App Solve began the implementation process with a series of discovery calls with Weston Wood Solutions to understand their business needs and what they required from Salesforce. App Solve talked with heads of different departments to understand their individual department needs so that we could create a solution that would work for all departments. We then set up and customized Salesforce, working with Weston Wood Solutions along the way to ensure their satisfaction. In order to export Weston Wood Solution’s data from their legacy database, we worked with a former BisTrack consultant to help our team ensure a seamless transition of client data. We helped the BisTrack consultant understand Weston Wood Solution’s data and we figured out how to export it out of BisTrack. After spending hours helping the consultant, we were able to export Weston Wood Solution’s data and import it into Salesforce. Once the implementation was complete and Weston Wood Solutions was using Salesforce, App Solve trained all of their Salesforce users in small classes on how to use Salesforce and on Salesforce best practices. A few weeks after the training sessions were completed, App Solve held follow-up Q&A sessions to answer any questions users had after they had been using Salesforce for a longer period of time.

The Results

  • Weston Wood Solutions is actively using Salesforce and it is customized and automated to fit their business needs
  • Weston Wood Solution’s data from Microsoft CRM was successfully imported into their Salesforce database
  • Salesforce provides better reporting capabilities, allowing Weston Wood Solutions to run reports on all of their data
  • Users are trained on Salesforce best practices and are able to maximize their Salesforce usage
  • Weston Wood Solutions has improved security measures and can easily manage their security settings

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

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.

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

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Aaron Jones, CEO | Kraun Electric Inc.

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Anthony Schermer, Senior Account Executive | Accounting Seed

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Craig MacAdam, CFO | Lift North America

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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

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Sierra Hayes, Operations Manager | Dream Local Digital

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Gregory Kennedy, Controller | Generis

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Chris Haase, President | Environmental Products Group

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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