Alliance Cleaning

Industry Facilities Management
Employees 200+
Website www.alliance-cleaning.co.uk

From the beginning, it was evident that CloudPlease knew exactly what we required from Salesforce.

It has been a pleasure working with the team because they have always been incredibly professional and friendly.

Danny Bishop

Director

Multiple award-winning commercial cleaning services in the UK

50%



increase in job management efficency.

Real-time



reporting to track accurate profit margins on work assignments.

Quote



generation decrease resulted in a 15 minute time-saving per response.

100%



GDPR data compliant with the elimination of spreadsheets.
Alliance Cleaning was assisted by CloudPlease in their digital transformation project to switch from Dataease an outdated CRM to the Salesforce platform.
1

Here's what we did and how we did it

Key Challenges

  • Bottlenecks in current CRM system (i.e extremely long loading times)

  • Difficulty managing work order schedules for contractors

  • Tracking credit limits against a variety of accounts

  • Disconnection between sales and customerservice

Solution

  • Sales Cloud (Enterprise)

  • Service Cloud (Enterprise)

  • CloudPlease managed services

Prime Advantages

  • Direct integration with Xero

  • Live credit limit allowance check implemented to ensure accounts are always in credit

  • Automatic SMS integration for notifying work orders to engineers

  • Real-time profit margin tracking on a daily, weekly and monthly basis

Business Impact

  • Increased customer service and retention

  • Customer data fully protected and GDPR compliant

  • Improved customer experience through digital sites

  • Increased collaboration between sales and service

The Result

With a far more effective system in place, directors can forecast, monitor contract renewals, and handle quotations from a single dashboard thanks to "Real-time" data reporting.

Furthermore, the finance department's ability to invoice has been directly impacted by efficient work scheduling and contractor allocation.