CM Utilities is a leading multi-utility infrastructure company established in 2000 to carry out new gas infrastructure installation works and has continued to provide those and similar services to many clients and developers. Since their inception they have operated as an ambassador to all of their clients endeavouring to represent those companies in the best possible manner.

CM Utilities were looking for an overall health check of their current implementation to ensure their current build met Salesforce’s recommended best practices and was working in the manner that it should be. 

They also wanted to amend and improve their current sales process within Salesforce with updates to sales objects to match their current sales methodology. 

Business Requirements included:

• Health check of existing implementation
• Sales Cloud object configuration
• Restructure of fields and objects to better match CM Utilities sales process
• Improved data reporting (Reports and dashboards)

Ignyto implemented the following Salesforce Solutions for CM Utilities Group:

A Sales Cloud system health check covering:

• User management (Profiles, Users, Roles, Public Groups).
• Object management (Limits, Fields (naming conventions, duplicates etc.)
• User experience and user interface considerations
• Governor limits (objects, fields, validation rules etc.)

• Improved Sales user experience through focused object changes
• Enhanced ability to manage lead, contact account and opportunity data in line with CM Utilities sales process.
• Enhanced reporting and oversight with custom reports and dashboards
• Upskilling of users to build and maintain new reports and dashboards
• Recommendations of how to achieve best practices and where improvements can be made.

5 days

George has been very helpful in resolving our internal Salesforce system, adapting the features to suit our business model, providing regular updates, effectively meeting timescales and requirements to our needs. Communication has been fantastic, I always knew what stage we were at throughout our project with Ignyto and George has only ever been a phone call away