Shark Solutions was founded early 2005 based on an innovative idea to save laminated glass from having to be sent to the landfill.

Business Requirements included:

• Having a streamlined and user friendly Sales process within Salesforce.
• Migration of all data from previous CRM.
• Structured Roles & Profiles conditioning visibility of sectors within the business.
• Onboarding Training & Documentation for ongoing success.

Ignyto worked with the following Salesforce Solutions for Shark Solutions:

• Sales Cloud

• Salesforce configured to be user friendly and simple to use for Shark Solutions Daily Sales usage.
• All data extracted from previous CRM and loaded into new Salesforce environment and assigned to relevant users & Business Sectors.
• Creation of multiple roles & Profiles to enable users to focus on their relevant business sectors.
• Live training sessions as well as system process documentation provided.

13.5

Ignyto made our Salesforce transition seamless. They understood our business needs, delivered a user-friendly system, and backed it up with great training and support, which helped ease the move to the new Salesforce platform and ensured our project’s success.