Envision Salesforce

About:

A Unique B2B Platform selling trailers, truck beds, and transportation equipment Founded in 1982, ATW’s remarkable journey began in modest sheds, barns, and garages, where passionate and hardworking individuals forged the path to success. Through their tireless efforts and a commitment to creating premium equipment, they built a foundation that would eventually lead to their growth and eventual consolidation. United by a common goal, the company continues to thrive, driven by a shared passion for excellence and a dedication to delivering exceptional products.

Project Highlights:

Revitalizing and Enhancing the Portal:

Our team took on the challenge of fixing critical bugs and addressing issues with a B2B experience cloud portal that had previously been built by another vendor but was not in use due to various problems. We focused on enhancing the system's functionality and automating processes to provide ATW with a seamless and efficient user experience.

Overcoming Technical Knowledge Gaps:

One of the major challenges faced during the project was the absence of comprehensive technical knowledge transfer sessions and inadequate documentation of the functionality built. Despite this hurdle, our team diligently worked to gain a deep understanding of the existing system and successfully resolved technical issues.

Leveraging Integration and Automation:

In addition to bug fixes and enhancements, our efforts included integrating Tekstop with Salesforce and utilizing the Salesforce Omni-channel package and B2B experience cloud, lightning web components, and Gearset for streamlined deployments from sandbox to production.

Improved Performance, Smoothness, and Look:

The collaboration between ATW and the development team resulted in significant improvements to the B2B portal. Overall, the collaboration and efforts of the development team resulted in a transformed B2B experience for ATW, providing clients with a stable, efficient, and user-friendly portal. Key outcomes include:
Critical bugs and technical issues were addressed, ensuring a more stable and reliable ATW client portal.
Clients were satisfied with the enhanced portal, meeting expectations and providing a seamless experience.
We automated processes, including a new ordering system, enhancing efficiency.
We added order configuration from Scratch.
We developed a portal feature for setting favorite orders, streamlining the process and enabling bulk/mass ordering of products.
ATW successfully integrated Tekstop with Salesforce, streamlining data management and customer interactions.
The Winning Sauce

Key Features / Integrations:

Addressed critical bugs and issues.
Enhanced portal stability and reliability for ATW
Automated processes for efficiency.
Used Gearset to help ATW compare, move, and track changes effectively.
Deployed B2B experience cloud and lightning web components.
Integrated Tekstop with Salesforce.
Implemented Salesforce Omni-channel package.

About:

PropM. Inc is a property management company based out of Portland, Oregon that offers the most comprehensive and personalized services available in property management today. From managing properties and finding tenants to searching for suitable homes for stays or vacations, PropM Homes is a one-stop solution for all real estate needs. Their experienced team will ensure that your property will be managed professionally and marketed globally and nationally. Prop M homes can provide qualified tenants, the highest market rents, minimal vaca.ncy, and 24/7 maintenance response by protecting the investment.

Project Highlights:

Streamlined Sales Cycle:

Envision played a crucial role in transforming PropM Homes' sales cycle into a highly efficient and well-structured process. The end-to-end sales process was optimized by customizing lead, account, contact, and opportunity management within Salesforce.

Automated Lead Capturing:

Envision created and integrated Web2Lead forms on PropM Homes' corporate websites to eliminate the manual burden of lead capturing and data entry. These forms were designed to automatically capture leads directly into the Salesforce database, minimizing human errors and ensuring no potential lead slipped through the cracks. As a result, the sales team could focus more on engaging with leads and nurturing relationships, leading to an increased conversion rate.

Property Database Maintenance:

Recognizing the importance of property tracking and management, Envision optimized the property database within Salesforce. This enhancement allowed PropM Homes to keep a comprehensive record of all properties in their portfolio, their status, and relevant details.

Streamlined Sales Cycle and Lead Management:

PropM Homes sought Envision's expertise to implement effective solutions when facing challenges in their sales process and property management. As a result, they achieved a more efficient and organized sales cycle, improved lead management, streamlined property showcasing, better customer segmentation, and data-driven decision-making capabilities. These changes contributed to increased overall efficiency and higher customer satisfaction for PropM Homes. Here are the key solutions provided by Envision:

• Customized Sales Process
• Automated Lead Capturing through Web2Lead forms
• Enhanced Property Management
• Customer Feedback Integration
• Data-Driven Decision-Making

Key Features / Integrations:

Customized lead, account, contact, and opportunity management
End-to-end sales process design and implementation.
Creation and integration of Web2Lead forms for automatic lead capturing.
Efficient property database maintenance within Salesforce.
Introduction of an automatic scheduling system for property showcasing.
Implementation of a feedback-capturing system.
Provision of comprehensive reports and interactive dashboards.