Overview
Witness how the integration of improveit 360 with Salesforce enhances business management and customer service for a storm restoration company.
What You Need To Know
United Construction & Restoration sought to improve its CRM capabilities to manage multiple appointments, track project details, and generate insightful reports.
Why It Matters
Swift response and efficient project management play a big role in customer satisfaction and business growth in the storm restoration industry.
What HIC Did
HIC Global Solutions helped integrate improveit 360 with Salesforce, customizing the solution to meet the specific needs of United Construction & Restoration’s storm restoration business.
Overview
Witness how the integration of improveit 360 with Salesforce enhances business management and customer service for a storm restoration company.
What You Need To Know
United Construction & Restoration sought to improve its CRM capabilities to manage multiple appointments, track project details, and generate insightful reports.
Why It Matters
Swift response and efficient project management play a big role in customer satisfaction and business growth in the storm restoration industry.
What HIC Did
HIC Global Solutions helped integrate improveit 360 with Salesforce, customizing the solution to meet the specific needs of United Construction & Restoration’s storm restoration business.
About The Client
Based in the Washington DC metro area, United Construction & Restoration is a family-owned storm restoration company formed in 2015. With over 25 years of experience in home improvement, they specialize in siding repairs, window replacement, roof repairs, and roof replacement services.
About The Client
Based in the Washington DC metro area, United Construction & Restoration is a family-owned storm restoration company formed in 2015. With over 25 years of experience in home improvement, they specialize in siding repairs, window replacement, roof repairs, and roof replacement services.
Challenges Faced
As a storm restoration company, United Construction & Restoration receives multiple requests of home repair at once, which needed to be addressed, acknowledged and resolved quickly.
Multiple Simultaneous Requests:
Storm damage often results in numerous repair requests that need to be addressed quickly and efficiently.
Issues in Appointment Management:
Tracking multiple appointments with detailed project information was becoming increasingly complex.
Lack of Analytical Insights:
The company needed better tools for generating insightful reports and analytics to inform business decisions.
Sales Process Inefficiencies:
The existing system lacked automation in the sales process, leading to potential missed opportunities.
Challenges Faced
As a storm restoration company, United Construction & Restoration receives multiple requests of home repair at once, which needed to be addressed, acknowledged and resolved quickly.
Multiple Simultaneous Requests:
Storm damage often results in numerous repair requests that need to be addressed quickly and efficiently.
Issues in Appointment Management:
Tracking multiple appointments with detailed project information was becoming increasingly complex.
Lack of Analytical Insights:
The company needed better tools for generating insightful reports and analytics to inform business decisions.
Sales Process Inefficiencies:
The existing system lacked automation in the sales process, leading to potential missed opportunities.
Challenges Faced
As a storm restoration company, United Construction & Restoration receives multiple requests of home repair at once, which needed to be addressed, acknowledged and resolved quickly.
They were facing issues with
- Multiple Simultaneous Requests:
- Issues in Appointment Management:
- Lack of Analytical Insights:
- Sales Process Inefficiencies:
Storm damage often results in numerous repair requests that need to be addressed quickly and efficiently.
Tracking multiple appointments with detailed project information was becoming increasingly complex.
The company needed better tools for generating insightful reports and analytics to inform business decisions.
The existing system lacked automation in the sales process, leading to potential missed opportunities.
Solutions Offered
On being approached to address the challenges, HIC Global Solutions proposed the integration of improveit 360 with Salesforce, offering the following solutions:
Improveit Salesforce Integration
Integrated improveit 360, a business management software, with Salesforce for enhanced scalability and customization.
Custom Appointment Management System
Implemented a calendar board view for tracking appointment details for the entire week. Also, developed an organized appointment calendar with task lists and customer email reminders.
Sales Automation
Automated the sales process from lead generation to project completion, implementing a three-proposition system for appointment setting, allowing for rejection, modification, or acceptance of appointments.
Project Tracking & Analytics and Reporting
Created a system to manage and track every step of customer relationships, from initial requirements to installation. Integrated business intelligence and analytical reporting tools for personalized dashboards.
Automated Document Management
Developed an automated process for uploading multiple attachments, particularly for project photos.
Solutions Offered
On being approached to address the challenges, HIC Global Solutions proposed the integration of improveit 360 with Salesforce, offering the following solutions:
Improveit Salesforce Integration
Integrated improveit 360, a business management software, with Salesforce for enhanced scalability and customization.
Custom Appointment Management System
Implemented a calendar board view for tracking appointment details for the entire week. Also, developed an organized appointment calendar with task lists and customer email reminders.
Sales Automation
Automated the sales process from lead generation to project completion, implementing a three-proposition system for appointment setting, allowing for rejection, modification, or acceptance of appointments.
Project Tracking & Analytics and Reporting
Created a system to manage and track every step of customer relationships, from initial requirements to installation. Integrated business intelligence and analytical reporting tools for personalized dashboards.
Automated Document Management
Developed an automated process for uploading multiple attachments, particularly for project photos.
Solutions Offered
On being approached to address the challenges, HIC Global Solutions proposed the integration of improveit 360 with Salesforce, offering the following solutions:
The solutions which we offered to them
- Improveit Salesforce Integration
- Custom Appointment Management System
- Sales Automation
- Project Tracking & Analytics and Reporting
- Automated Document Management
Integrated improveit 360, a business management software, with Salesforce for enhanced scalability and customization.
Implemented a calendar board view for tracking appointment details for the entire week. Also, developed an organized appointment calendar with task lists and customer email reminders.
Automated the sales process from lead generation to project completion, implementing a three-proposition system for appointment setting, allowing for rejection, modification, or acceptance of appointments.
Created a system to manage and track every step of customer relationships, from initial requirements to installation. Integrated business intelligence and analytical reporting tools for personalized dashboards.
Developed an automated process for uploading multiple attachments, particularly for project photos.
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