PROBLEM
Sustainable janitorial solutions provider was dissuaded with their Salesforce instance after an unsatisfactory and costly implementation. Incomplete feature setup, improper permissions sets, and poor data migration were causing countless issues and irritations. In addition to a disappointing implementation, the client was not provided with training to assist them during the process.
SOLUTION
After thoroughly examining the client’s needs and an in-depth examination of the previous implementation, Virtuoso stepped in with a bevy of solutions. These resolutions included amending permission sets, role hierarchies, custom reports, dashboards, project schedules, and more. Virtuoso also expanded the client’s Salesforce scope by building custom objects to track expenses, created an automated sales cadence to map, nurture, and process leads, and provided training to client’s team.
RESULT
With implementation corrections and proper training, the client successfully rescued their Salesforce instance, increased their self-sufficiency, and exponentially boosted their productivity. In little over four years since the initial purchase, the client transformed the procedures for almost every aspect of their business and eliminated the need to purchase additional digital tools or hire an in-house admin.
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“What can I say about Virtuoso other than wow! Their Salesforce experience, expertise, and guidance have given our company a customized platform that puts us head and shoulders above our competition. It is no stretch to say Virtuoso truly transformed our business. When we started, our staff was running our business on spreadsheets, pad and […]
“With the help of Virtuoso, we have been able to customize Salesforce to our business needs. The knowledge and programming skills they have brought us have allowed us to continue work as usual. Virtuoso is setting us up with the resources we need to have continued success with Salesforce. Their team brings a sense of […]
