Bergelectric
Salesforce Field Service: The Secret to Bergelectric's Productivity Transformation
The Challenge:
Bergelectric is a premier electrical and technological contracting firm in the construction industry. They were experiencing a number of issues with their business processes including:
Problems Faced:
- Manual Labor Cost Calculations: Bergelectric struggled with manual labor cost calculations, leading to inefficiencies and potential errors in their project cost estimation and billing processes.
- Difficulty Managing National Clients: Managing national clients across multiple locations proved to be challenging due to the lack of a centralized system for client data, leading to communication gaps and delays in service delivery.
- Unreliable On-Site Payment System: Their existing on-site payment system was unreliable and cumbersome, leading to customer dissatisfaction and delayed payments.
- Inefficient Data Transfer from Opportunities to Work Orders: The manual transfer of data from opportunities to work orders was time-consuming and prone to inaccuracies, leading to delays in project execution and compromised service quality.
The Solution:
Bergelectric partnered with Abelian to implement a robust Salesforce Field Service solution that addressed their specific pain points and streamlined their operations. The key elements of this solution are:
- Product Categorization: We customized Bergelectric's Salesforce to categorize their products as labor versus maintenance. This categorization allowed for better tracking and management of services, leading to improved workflow efficiency.
- Work Order Flows: We set up work order flows that provided clear insight into service stages. This enhanced visibility and transparency enabled Bergelectric's team to manage their projects more effectively.
- Automated Data Transfer: Abelian implemented automatic data transfer from opportunities to work orders, ensuring accurate and up-to-date information for seamless service delivery.
- Sales Tax Automation: We built an automation that calculated sales tax accurately based on clients' zip codes, eliminating manual calculations and potential errors.
- On-Site Mobile Payment Solution: To enhance customer convenience and reliability, we provided an on-site mobile payment solution using Blackthorn.io, enabling quick and secure payment processing.
- Labor Cost Update Automation: We configured labor costs to automatically update relative to service cost, streamlining financial processes and reducing administrative overhead.
- Crew Assignment Notifications: Abelian set up an automation notification system that alerted employees when assigned to new crews, facilitating better team coordination.
The Results:
Enhanced Efficiency:
The automation of internal processes and streamlined data management reduced manual efforts, allowing Bergelectric's team to focus more on customer-centric activities and service delivery.
Improved Client Management:
With automated sales processes and accurate data, Bergelectric could efficiently convert opportunities into clients and manage national clients more effectively.
Real-time Insights:
The custom Salesforce configuration provided Bergelectric with accurate and up-to-date reports, empowering them to make data-driven decisions.
Seamless Service Delivery:
The on-site mobile payment solution improved the payment experience for customers, leading to increased satisfaction and repeat business.
Conclusion
Your Salesforce Partner of Choice: Abelian
Our collaboration with Bergelectric shows our commitment to client-centric solutions and efficient service delivery. As a leading Salesforce consulting partner, we pride ourselves on delivering customized solutions tailored to your unique needs, paving the way for business growth and success. At Abelian, your organization's success is our priority.
Start Your Transformation Today:
Is your service-based business facing challenges like Bergelectric once did?
Let Abelian's Salesforce Consulting Partner company help you drive transformational growth and efficiency. Our team of experts specializes in tailoring Salesforce implementations that align with your unique business needs, empowering you to overcome obstacles, enhance customer experiences, and achieve remarkable results.
Don't wait to unleash the true potential of your service-based business. Contact Abelian today for a complimentary consultation and discover how our Salesforce solutions can elevate your operations to new heights. Your success is our priority, and we are committed to partnering with you every step of the way.
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