A customizable solution to allow tracking of projects, contract creation, and signature, in one platform.CapStone’s existing system allowed them to track information for a single branch of their business, but was not customizable enough to accommodate their solar, generator, and roofing branches.CapStone needed a customizable solution to accommodate the remaining branches of their business that would allow them to modify things as their business changes.  CapStone also needed to be able to generate and send contracts to customers.Building out a custom Salesforce org to fit the needs to their solar/generator/roofing branchesCustom automations to help automate the process of creating a project from an Opportunity once it’s Closed WonCustom document generation and e-signing processOverall, the organization needed a single, flexible solution to create and maintain their customer data and project information.We were able to provide a custom solution to handle all of their roofing sales/projects.  This custom solution was built out to be scalable as their needs change and grow over time.  Through automations, we’ve eliminated some of the time spent entering data across the platform, and created a system of notifications to make sure users are kept up-to-date on new opportunities, projects, etc.  The custom solution we’ve built out in DocuSign allows information to be pulled in from Opportunities to generate formatted contracts, automatically assign recipients, and automate Opportunity Closure/Project Creation.RESULTSWith a streamlined solution for their solar/generator/roofing projects, and a highly-automated process for document generation through an integration with DocuSign, CapStone is able to maintain their data in a single, adaptable system.With an increase in customized data entry fields for projects, CapStone can now monitor and report on key project KPIs.

Chomps already had a Sales Cloud organization in production, yet the bulk of their organization was not even using the platform. Most people within Chomps were managing their business processes via Gmail and Google Docs Spreadsheets. This problem resulted in 2+ years of paying for rarely used Salesforce licenses, thus not seeing the desired level of ROI. Also, not having the desired level of transparency with their processes.Chomps needed a solution that could address several core business needs:Organization-wide user adoption of Salesforce.Implementing a centralized and transparent CRM solution that allowed team members to see real-time performance in their ecosystem.Improvement in both the tracking of promotions, but also on the ROI of their promotional campaigns. They needed to be able to quickly identify both strong and poor performing campaigns.Chomps approached SMB with the goal of a reimplementing their Sales Cloud via a Quick Start project. SMBHD was able to complete this QuickStart in only 5 weeks.Leveraging Salesforce’s highly scalable Sales Cloud allowed Chomps to not only centralize their Accounts, Contacts, Leads, Opportunities, and Campaigns data; it created the ability to easily track activity surrounding these same individual records. It also made it easy to collaborate on these same records via Chatter. Chatter is a native Salesforce messaging tool that takes conversations out of email and texts and stores them where they should live; within the actual Lead, Campaign, Opportunity, etc. It also allows these conversation to be stored chronologically within the record.RESULTSOn top of having real-time insight into their business processes and business performance, Chomps now can integrate with targeted 3rd party tools that will help expand marketing capabilities and improve marketing performance. Chomps has an opportunity to improve business performance of their campaigns as they can now map campaigns to conversion (Leads and Sales).

A single system to manage all data and reporting.Emerald Transformer had a decentralized system for tracking and monitoring data using both ZenDesk and spreadsheets.  The level of detail being captured wasn’t enough to suit the company’s needs and the reporting was not able to provide information in the way the company needed in order to run their business as efficiently as possible.Emerald needed a standardized way to track lead, account, contact, and opportunity data; allowing them insight to potential revenue.  The goal was to keep this information in one system instead of across multiple data tracking systems, as they had been using previously.  Emerald struggled in the past to report on activities and other key metrics across Leads and Opportunities.  To track their data, Emerald needed a process that would allow the following:Entry of both high-level, and detailed information in one easy-to-use interfaceCustomized reporting and dashboards to allow Emerald to accurately track and review KPIsAbility to monitor the success of their sales reps from lead creation through opportunity closure.Overall, the organization needed a single, flexible solution that allowed potential business to be tracked and reported.Leveraging customized fields, automations, reporting, and dashboards, SMBHD was able to create a streamlined process to meet Emerald’s needs.RESULTSWith the single-system to manage all data entry and reporting, Emerald is now able to better track and monitor customer relationships and revenue streams as they change.Emerald has streamlined the process of data entry, created a central repository for this information, and gained access to reporting on key KPIs they previously were not reporting.