Survey Instrument Services

Posted by: Simon
Category: Case Studies, Professional Services, Sales Cloud

Project Details

  • Region: Ireland
  • Industry: Professional Services
  • Sub Sector: General Business Services
  • Size of company: 1 to 50

About the customer

Survey Instrument Services is Ireland’s leading surveying equipment supplier. With over 40 years experience, their extensive range of the latest surveying equipment and accessories are available for sale and hire.

Business Requirement and Customer Challenges

Survey Instrument Services needed a dynamic and easy to use CRM tool to allow them to scale their business and empower their sales team. The list of their requirements included:
The CRM must:

  • be mobile ready (on and offline) on any device.
  • be easy to use and update while the team are on the go.
  • have powerful & customisable reporting functionality.
  • be suitable for scaling with our business.

Product Overview

  • Sales Cloud Configuration
  • Clean up objects and build new fields
  • Create Account types including Person Accounts to take account of
  • Drivers, Fleet and Legislative Accounts
  • Create Roles and Permissions
  • Create key reports and dashboards
  • Custom object for ‘Current Vehicle Information’ with link to Account
  • Integration with Enquiry Manager (3rd party tool)
  • Upgraded to Enterprise Edition in order to deploy code to take web leads and map to Lead fields on a regular sync

Results

  • Greater efficiencies in terms of user experience and much greater visibility of sales from reporting and clearer structure of objects.
  • Ability for dealers to use Salesforce to manage their sales pipeline when receiving web leads and for management to have visibility that dealers are responding in a timely manner to enquiries.

Quote from the customer

“The Ignyto team came in to meet our team at SIS and very quickly understood our business and our plans for the coming years. They were able to advise how we should get the most from Salesforce in the shortest amount of time. During the implementation their project manager was extremely professional, responsive and his attention to detail was excellent. Ignyto delivered a solution that exceeded our expectations so now Salesforce is a core part of our business and will be key to our future growth. We are happy to recommend the Ignyto team.”

Salesforce products implemented

Salesforce Sales Cloud
Salesforce for Outlook