10% Discount for Equipment Dealers
Automate lead routing, sales and billing
Customer Stories
THE CHALLENGE
The client needed to differentiate revenue and COGS (cost of goods sold) for different business lines. They also wanted to get job costing for every invoice and track the purchase orders associated with the work order/invoice.
THE SOLUTION
We created a solution design by developing a high-level data map. Then, we installed and initialized the setup of Accounting Seed, the #1 cloud-based accounting solution on Salesforce.
THE CHALLENGE
As Thermaxx is continuing to thrive and grow, their main concern was scalability. They began their search for marketing automation with one important question at the forefront of their minds: could they find an adequate solution that could grow as they grew.
THE SOLUTION
App Solve implemented and customized Salesforce Pardot, a real-time cloud-based marketing automation software. The integration between Pardot and Salesforce created a single source of truth for Thermaxx Solutions, and had an immediate impact on the alignment of their marketing and sales organizations.
THE CHALLENGE
5S Components did not have an adequate Customer Relationship Manager (CRM) platform to help their customer service team manage customer interactions. They were unable to gain insights into their own customer’s issues.
THE SOLUTION
In order to help achieve their business goals, App Solve implemented Salesforce.com’s Sales Cloud for the entire organization. App Solve implemented Chatter, dashboards, and customized reports to improve the way the customer service team handled customer issues.