Comprehensive Salesforce Digital Transformation

Objective: Modernize the operations of a leading Fence & Railing company in New York, USA through a 36-month Salesforce digital transformation project, with an additional 24 months of post-implementation support. The goal was to replace the outdated, unscalable, and manual legacy CRM system.

Key Goals:

• Develop a fully integrated, automated Salesforce solution.
• Streamline operations across lead generation, installation, reporting, and accounting.
• Provide real-time data insights for informed decision-making.
• Consolidate workflows onto a unified digital platform.

Challenges:

• Legacy System Limitations: The existing CRM was not scalable and lacked modern features, leading to bottlenecks.
• Manual Processes: Paper-based workflows increased errors and processing times.
• Field Operation Complexities: Required real-time tools for GPS-based land measurement, scheduling, and tracking.
• Integration Demands: Needed seamless integration with AWS S3, Google Maps, and Accounting Seed ERP.
• User Adoption: Resistance to change and lack of familiarity with modern tools required comprehensive training programs.

Solutions:

• Sales Automation: Implemented Sales Cloud for managing the lead-to-installation lifecycle and integrated Google Maps API for land measurements.
• Field Operations: Developed a Salesforce Mobile App with GPS-enabled tools and Field Service Lightning for real-time tracking and digital approvals.
• Accounting and HR Management: Automated financial and HR processes using Accounting Seed ERP and third-party APIs for time tracking.
• Document Management: Utilized AWS S3 for secure storage and archiving, with Conga Composer and DocuSign for document workflows.

Technology Used: Salesforce Sales Cloud, Field Service Lightning, Google Maps API, AWS S3, Conga Composer, DocuSign, Accounting Seed ERP, Apex, REST APIs, and Lightning Web Components.

Results:

• 90% reduction in manual data entry.
• 40% acceleration in lead-to-installation timelines.
• 35% improvement in field operations efficiency.
• 25% reduction in payroll and accounting errors.
• Enhanced scalability and data-driven decision-making through a unified platform.

Conclusion: This Salesforce digital transformation project delivered a streamlined, scalable, and fully automated platform, positioning the company for sustainable growth and operational excellence.