home first row Archives - Salesforce.com Partner https://cloudstreet.ai/category/home-first-row/ Restore Your Salesforce RO | Could Street Wed, 24 Jul 2024 13:38:03 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.2 IRONLINE https://cloudstreet.ai/integration-services/ https://cloudstreet.ai/integration-services/#respond Tue, 24 Nov 2020 17:54:40 +0000 https://cloudstreet.ai/?p=75 CHALLENGE: Before using CLOUDSTREET, Ironline’s website had an outdated design and was underperforming online in terms of lead generation compared to the competition. Also, keeping inventory online current using the previous website code was clunky and cumbersome. For parts, the website had no parts listing or parts search functionality. Parts were essentially an offline-only [...]

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CHALLENGE:
Before using CLOUDSTREET, Ironline’s website had an outdated design and was underperforming online in terms of lead generation compared to the competition. Also, keeping inventory online current using the previous website code was clunky and cumbersome. For parts, the website had no parts listing or parts search functionality. Parts were essentially an offline-only sales process which severely limited the company’s ability to grow its online sales presence.

SOLUTION:

  • Website refresh/redesign
  • Monthly search engine marketing program
  • Products and sales lead integration between website and Salesforce
  • Display all parts online with search and filtering options and quote request functionality integrated with Salesforce

RESULTS:

  • Internet search traffic grew 150% within 6 months
  • Sales leads doubled each of the first 6 months
  • All sales opportunities tracked and managed within Salesforce with custom pipeline reports and dashboards.
  • Products available for sale are easily managed within Salesforce and integrated into the website for synchronized updates.

With their outdated website, Ironline wasn’t capturing the internet search traffic they wanted. Even when visitors did stop by, few stayed for very long because the company’s website was not optimized for mobile use — a vital component of any successful business these days.

 Ironline knew that one key to reaching their audience was to implement SEO best practices. They enlisted help from CLOUDSTREET to do so. Eventually, however, Ironline realized that a more comprehensive strategy is what they needed in order to bring them to the top of their industry. Because their website was underperforming and outdated, Lum.net created a website design that is also mobile responsive. This increased its internet search traffic by 150 percent in just six months.

 Ironline’s sales leads also doubled during each of the first six months after CLOUDSTREET came on board. The previous inventory system in use used code that was both cumbersome and clunky. CLOUDSTREET used Salesforce to facilitate integration between the parts and sales functions on the Ironline website. While the company’s previous website lacked the ability to perform a search and was also missing a listing of the available parts, these functions are fully integrated with Salesforce. With the ability to easily manage the sales inventory from within Salesforce, the Ironline website automatically updates the parts listing to include the latest availability with the need for a separate process.

CONTACT US NOW TO EXPLORE SERVICE OPTIONS

We are in business to help you build a solid foundation for business success through informed and efficient use of available and transformative technology. CLOUDSTREET has the resources, the tools, the people, and the commitment to help you achieve the goals you set for your business.

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SALESFORCE AUDIT https://cloudstreet.ai/plastic-distributor-salesforce-audit/ https://cloudstreet.ai/plastic-distributor-salesforce-audit/#respond Tue, 24 Nov 2020 17:52:48 +0000 https://cloudstreet.ai/?p=72 CHALLENGE: A B2B industrial equipment company invested in Salesforce in hopes of building their pipeline and growing revenues but was experiencing a myriad of challenges limiting success: low user adoption; disparate, non-standardized and duplicative application procedures; and data errors, data integrity concerns, data duplication, and other data issues. SOLUTION: CLOUDSTREET implemented a Salesforce Audit. [...]

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CHALLENGE:
A B2B industrial equipment company invested in Salesforce in hopes of building their pipeline and growing revenues but was experiencing a myriad of challenges limiting success: low user adoption; disparate, non-standardized and duplicative application procedures; and data errors, data integrity concerns, data duplication, and other data issues.

SOLUTION:
CLOUDSTREET implemented a Salesforce Audit. Our robust audit analyzed every aspect of the program, from how it aligns with business strategy to dashboard optimization.

RESULTS:
At the conclusion of the audit, CLOUDSTREET was able to provide the industrial client with a detailed analysis of all issues and proposed solutions categorized by security concerns, complexity, the level of effort required to resolve, and the business benefit of each change. This provided the client with the ability to implement the changes that required the least amount of effort and produced the most impactful results.

DETAILS

The industrial equipment company’s sales team complained of outdated methods and technology, preventing them from achieving pipeline goals in previous fiscal years. In response, leadership invested in Salesforce for FY20 in hopes that the organization would realize a strong return on investment.

However, nearly a year into the implementation of their new Salesforce org there was no evident ROI. They were still experiencing low user adoption rates. Their account managers claimed that entering data from every contact was time-consuming and taking away from time they could spend making additional contacts. Because the team was motivated by commission, hours spent in the Salesforce platform were perceived by salespeople as unpaid hours.

Additionally, team members reported that the software wasn’t providing the data they needed to be successful. Duplicate data, impersonal dashboards, and standard fields weren’t meeting the needs of the team. The client’s leadership team began auditing Salesforce in an effort to identify which salespeople were successful in generating leads and which were not, but because the entire team was using the program sporadically at best the data was unreliable.

That’s when they called CLOUDSTREET. We performed a detailed Salesforce Audit in hopes of answering a myriad of questions they hadn’t yet considered:

  • Which users are accessing the org most frequently, and which records, dashboards, and reports are they using?
  • Which units manage integrations that run with Salesforce and what job tasks within those units rely on Salesforce?
  • What information is accessed on a regular basis that should be incorporated into user dashboards?
  • Where is the data in Salesforce coming from? Is it clean when the organization receives it?
  • How many users are licensed in the organization, and how many of those licenses are unused? Are inactive users up-to-date from a security standpoint?
  • How many fields have been created and how many are being used? What fields are needed but not created? How do the created fields function?
  • How do Salesforce customizations interact within the organization? How do they work?
  • How many duplicate records exist? What is the quality of the data within the system?

After completing a robust audit, CloudStreet was able to provide the organization with a detailed report that not only answered many of their questions but provided the data they needed to drive improvement. Because the analysis was sorted by the severity of issues and the effort and complexity in resolving them, the client was able to tackle the issues with the greatest impact and the least amount of effort first, producing quick results with little investment.

CONTACT US NOW TO EXPLORE SERVICE OPTIONS

We are in business to help you build a solid foundation for business success through informed and efficient use of available and transformative technology. CLOUDSTREET has the resources, the tools, the people, and the commitment to help you achieve the goals you set for your business.

CONTACT US

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SWIFT EQUIPMENT SOLUTIONS https://cloudstreet.ai/swift-equipment-solutions/ https://cloudstreet.ai/swift-equipment-solutions/#respond Tue, 24 Nov 2020 17:50:48 +0000 https://cloudstreet.ai/?p=69 CHALLENGE: Help Swift streamline website inventory updates with a new modern and responsive website integrated with Salesforce products, generate more internet leads through SEO services and help manage the growing pipeline of sales opportunities. SOLUTION: Website refresh/redesign Monthly Search engine marketing program Salesforce implementation to manage growing pipeline Products and Sales lead integration between [...]

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CHALLENGE:
Help Swift streamline website inventory updates with a new modern and responsive website integrated with Salesforce products, generate more internet leads through SEO services and help manage the growing pipeline of sales opportunities.

SOLUTION:

  • Website refresh/redesign
  • Monthly Search engine marketing program
  • Salesforce implementation to manage growing pipeline
  • Products and Sales lead integration between website and Salesforce

RESULTS:

  • Internet search traffic grew 150% within 6 months
  • Sales leads doubled each of the first 6 months
  • All sales opportunities tracked and managed within Salesforce with custom pipeline reports and dashboards.
  • Products available for sale are easily managed within Salesforce and integrated into the website for synchronized updates.

Swift Equipment Solutions is the global company experts in the sales of equipment assets. Their website wasn’t providing them with the ability to reach those audiences who benefit most from their services and products. This meant that Swift Equipment wasn’t able to scale its sales figures in a vibrant manner.  CLOUDSTREET completely redesigned the Swift Equipment website and gave it a refresh. Using Salesforce, CLOUDSTREET integrated Swift Equipment’s products and their sales lead with their brand-new website. All the parts the company sells are displayed online with options that allow the viewer to search and filter according to specific criteria. The quote request functionality is seamlessly integrated with Salesforce to maintain that vital sales loop with their website visitors.

Swift Equipment reported a growth in their internet search traffic by 150 percent in only six months. This lead to doubling their sales leads during that same time period. Tracking and managing their sales opportunities is intuitive thanks to the custom dashboards and pipeline reports that are available in Salesforce. Within Salesforce, Swift Equipment can easily manage the equipment they have for sale. It’s then integrated with its website via synchronized updates.  

CONTACT US NOW TO EXPLORE SERVICE OPTIONS

We are in business to help you build a solid foundation for business success through informed and efficient use of available and transformative technology. CLOUDSTREET has the resources, the tools, the people, and the commitment to help you achieve the goals you set for your business.

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