The Challenge:

• Long response times to manage the high volume of business interest
• Difficulty with scheduling work and contractor assignments
• Complicated commission structure meant that quoting was proving difficult and inaccurate

The Solution:

• Complex Sales Cloud configuration to support work order management
• Custom development to automatically calculate commission for deals
• Role hierarchy setup along with User profiles and permissions

The Results:

• Automatic generation of job details for workers removing paper based tracking
• Single calendar view for managing current job schedules
• Time saved on new quotes by automatically calculating commissions
• Approvals for discounted quotes