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).

Design and Software International (DSI) was experiencing significant growth, but their legacy CRM system was simply not keeping up with the growth. DSI needed a more robust CRM solution that could handle all their sales and customer support needs.DSI needed an easier way to manage the performance of both their Sales and Customer Success teams. DSI needed a solution that could address the following needs:Provide quick and easy visibility into current sales pipeline performance.Automation of opportunity renewals to ensure no revenue opportunities are missed.A quick and easy way to capture customer feedback for real-time performance feedback (surveys).Real-time visibility into open/closed support cases, so the DSI team has a 360-degree understanding of what’s going on with their accounts.An automated customer support escalation process, to ensure a 100% Case Close Rate.Custom digital form functionality for both quotes and reseller requests.Automated onboarding process reminders for the customer success team, to ensure a positive onboarding customer experience.Overall, DSI needed a flexible solution that could help their sales team to continue to grow the business and for their customer support team to provide the highest level of service.DSI partnered with SMBHD to create a highly customized CRM solution including Sales Cloud, Salesforce Service Cloud, and Conga (for custom digital documents).RESULTSThe implementation of both the Salesforce Sales and Service Clouds, along with the implementation of Conga (used to generate custom digital documents like quotes). Now the executive team has real-time insight in the performance of every aspect of their business; this includes both team and individual performance. Also, DSI now has new sales process automations that ensure there are no missed revenue opportunities for renewing contracts. They also have new support escalation automation to ensure no cases go unresolved due to capacity issues or human error.