SCALING SALESFORCE

A nationally ranked construction management company that was outgrowing its salesforce capabilities and needed UI/UX, security, analytics, and automation enhancements in order to scale effectively.


THE PROBLEM

As this prestigious 50-year-old construction company continued to grow, its team was experiencing a higher volume of support cases. As the first response time, resolution time, cases falling through the cracks, and unintentional duplicative efforts caused the workload to increase and made it difficult for support users to provide the best customer service experience.

This client wanted to work with a trusted advisor and partner to deliver new Salesforce features.

OUR APPROACH