Enhancing Salesforce capabilities for a leading water solutions provider

A leading provider of innovative water treatment solutions, specializing in advanced technologies for managing and optimizing water quality in various industrial and commercial applications. With a focus on sustainability and efficiency, the company offers a comprehensive range of services, including chemical treatments, equipment maintenance, and system monitoring, to ensure optimal performance and regulatory compliance.

Challenge

How Could the Organization Enhance and Scale Its Salesforce System?

The company had implemented Salesforce for its agricultural division, but the system lacked advanced reporting capabilities and scalability. As the business expanded, they needed to extend Salesforce to support their industrial division, improve system performance, and introduce new features that could streamline operations and enhance customer engagement.

Strategy

Crafting a Scalable Roadmap for Transformation

To address these challenges, Salesforce experts collaborated closely with the client to optimize and expand the platform. The key initiatives included:

• Tailoring Salesforce workflows for the industrial division to align with sales and service processes.
• Automating Bill of Lading generation with eSignature.
• Enabling client-ready report automation with integrated email functionality.
• Implementing contract generation and tracking within Salesforce.
• Developing a mobile app for water readings at client sites.
• Integrating Google Maps for optimized technician routes.
• Establishing seamless NetSuite integration for financial operations.
• Creating advanced reporting dashboards powered by Power BI for accurate insights.

Together, these initiatives transformed Salesforce into a more robust, scalable, and user-friendly platform. By streamlining operations, enhancing reporting accuracy, and integrating essential tools, the organization gained greater visibility into its processes, empowered its workforce with mobile solutions, and built a foundation for long-term growth and efficiency.

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Results

Turning Challenges Into Achievements

The optimization of Salesforce delivered transformative outcomes across both the agricultural and industrial divisions. By addressing long-standing system inefficiencies, introducing advanced automation, and integrating key business applications, the organization achieved higher levels of operational efficiency, sales performance, and customer satisfaction. These improvements not only streamlined day-to-day processes but also provided leadership with deeper visibility into business operations, empowering them to make faster, data-driven decisions and build stronger, long-lasting client relationships.