Salesforce
Optimizing Operations for Enhanced Sales and Employee Experience with Salesforce
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Two roofing and solar system engineers reviewing panel installations using a laptop while also wearing protective gear.

ABOUT THIS PROJECT

Our project with an integrated home solar system firm, a subsidiary of the largest roofing materials company globally, involved collaborating closely with Applaudo’s teams to develop Salesforce-integrated automated systems. This initiative aimed to streamline internal processes, enhance partner sales tools, and improve employee experiences. It marked a strategic move towards elevating operational effectiveness and customer satisfaction.

SCOPE

  • Development
  • Quality assurance
  • Support and maintenance
  • Cloud
  • Salesforce

REGION

North America

INDUSTRY

Solar energy

Three key challenges
  • As a high-tech solar energy industry player, the client was facing challenges of promptly addressing customer inquiries, organizing customer data efficiently, and reducing human error.​
  • Accelerate product development and release cycles to match swiftly evolving market demands while managing limited resources effectively.​
  • Identify and implement operational efficiencies to counter rising costs, ensuring they remain competitive within the dynamic market environment.
Two male engineers installing a solar panel in a rooft while wearing security gear in daylight.
Our approach

We took a comprehensive approach to address the client’s challenges and achieve significant results through Salesforce integration and operational optimization.

 

The Applaudo team developed customized Salesforce-integrated systems tailored to the client’s needs, enabling faster customer service and improved data management. By automating key processes and workflows within Salesforce, we facilitated quicker response times to customer inquiries while ensuring better data accuracy and reducing errors.

We implemented an agile delivery model coupled with leading Continuous Delivery/Continuous Integration (CD/CI) tools. This approach empowered the client to release updates faster and smarter, significantly reducing the time and resources needed for feature releases. Additionally, we collaborated closely with the client to optimize operational processes and workflows. By identifying and addressing inefficiencies, unnecessary costs were eliminated, and resources were allocated more effectively. Automation of repetitive tasks and implementation of process improvements led to reduced operational overhead and enhanced competitiveness in the market.

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Results and key takeaways

Applaudo’s strategic approach focused on leveraging Salesforce and agile development for improved processes and growth.

Sales and revenue growth
Through Salesforce-accelerated response to customer inquiries, we efficiently managed customer information and reduced human errors.
Faster feature release
With an agile model of delivery, our client was able to reduce the time and resources required to release new features and updates.​
Reduced operational costs
Our streamlined operations helped our client reduce cost to remain competitive in the market.​
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