Oltco

Industry Facilities Management
Employees 40+
Website www.oltco.co.uk

Excellent Service! CloudPlease helped to make the transition from our existing CRM a smooth and pleasant experience.

The possibilities we now have available to use on the Salesforce platform are endless!

Neil Williams

Commercial Manager

UK's leading independent resin bound specialist

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.
CloudPlease supported DHI Excavations in their digital transformation project to migrate away from their custom built and ageing 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

  • Single calendar view for managing work orders

  • 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

  • Better insights with reporting

  • Improved productivity

  • Improved sales strategy

  • Improved customer service

The Result

A vastly more efficient system in place which allows Real-time data reporting to allow company directors to track turnover, P & L and active jobs on a daily basis from a single dashboard. In addition to this, the effective work scheduling and contractor allocation has had a direct impact on the invoicing ability of the finance department.

In summary the decision to adopt Salesforce CRM has led to a vastly improved and connected new business process for the company. The future is bright for DHI Excavations..