After hundreds of Salesforce implementations with service firms, and using the system ourselves, App Solve has developed an end-to-end system tailored specifically to service firms.

By taking advantage of App Solve’s experience with service companies you’ll cut costs by implementing a tried and tested automated workflow tailored specifically for your type of business.

You’ll gain efficiency and productivity, then supercharge revenues.

BMS, leading building maintenance service, was facing challenges in getting proposals out efficiently. In the course of business, a salesperson would meet the client, walk the space with them to gather their requirements, and then had to go back to the office to create the proposal, print, scan, and send it to the client for signing. There was no consistency in the way that proposals were being put together either. Adding to that, all the accounts were centralized in their accounting system only, so the sales team could not access this information in a place best suited to them. BMS wanted their salespeople to be able to send the proposal right from their mobile devices while still with the client. They needed App Solve to build a proposal system that would automate the whole process of proposal generation, send the Scope of Work right from the system and include emailing capability from inside Salesforce, thus reducing time lag and increasing efficiency, and ensure that more business is acquired and faster.

Post implementation, BMS was able to centralize all their accounts into their Salesforce org, ensuring that everyone had easy access to the information they needed in one place. The changes made also enabled BMS to adopt a more standardized proposal format and business closing process. Both proposals being generated and signatures being acquired much faster than before has resulted in a huge efficiency gain for BMS. The sales teams in particular are finding the new system very helpful in improving their productivity.