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Case Study

CFT Recycling: Quickstarts

Case Study

Optimize process workflows

A convoluted sales process was streamlined by setting up product and quote features, and implementing one-click invoicing.

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engagement type

Quickstarts
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product

Sales Cloud
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industry

Professional Services
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CFT Recycling provides services in scrap vehicle recycling, scrap metal recycling and bin rental services.

Overview
    • Key Challenges: Sales process was convoluted
    • Key Solutions: Set up Product and Quote features
    • Key Impact: One-click invoicing
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challenges
    • Inability to track customer records due to scattered data
    • Management lacked clear visibility into performance metrics of Sales Reps
    • Revenue report generation was cumbersome and time consuming
    • Original sales process was convoluted and inefficient
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Solutions
    • Designed a tailor-made Salesforce instance
    • Integrated Outlook for efficient email management
    • Set up Product and Quote features to enable one-click invoicing and emailing
    • Integrated website lead gen forms and eased the tracking of new and existing customers
    • Implemented Reports and Dashboards to give Management a clear overview into the Sales Rep datametrics
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Impact
    • Unified Data Management: improved lead management and sales process
    • High priority dashboards: improved productivity via comprehensive overview of tasks and events
    • 360° customer overview: reduced turnaround times and improved efficiency of customer support
    • One-click invoicing: eliminated the error-prone, laborious invoice generation process

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