Advanced Snow and Ice Solutions
3wC Provides Computer Software Development for Advanced Snow & Ice Solutions with Salesforce Integration Capabilities
Advanced Snow and Ice Solutions is a nationwide provider of commercial snow and ice control management services specializing in multi-location, geographically dispersed businesses.
Advanced Snow and Ice Solutions (ASIS) is a nationwide provider of commercial snow and ice control management services specializing in multi-location, geographically dispersed businesses. ASIS approached 3wC to provide software programmers for application development design and computer software development with Salesforce integration and Salesforce automation capabilities.
As part of its marketing and sales effort, ASIS sends out proposals for snow and ice removal services to its leads. With a lead count in the thousands, the number of proposals to be generated and sent out is extremely large. ASIS staff is limited in the number of proposals it could create and send out each day because it using off-the-shelf tools such as Microsoft Word and Excel. To be more efficient at issuing proposals and improving its marketing campaign success, ASIS approached 3wC to automate its proposal generation and delivery processes.
The solution provided by 3wC’s software programmers was a tool for ASIS that generates proposals in pdf format and distributes them via Internet fax or email. 3wC’s application development design team created an application that integrated with ASIS’s Salesforce CRM so that staff users could conduct all tasks from within Salesforce. Known as Salesforce automation or Salesforce customization, the new application works seamlessly within Salesforce. Now users have the option of bulk emailing proposals or sending them out individually. Using Vertical Response software, the tool sends out bulk emails to leads with each email, thereby providing a customized view of the proposal specific to the lead.
An advantage of the application is that it informs ASIS’s staff if an emailed proposal has been reviewed by the lead. To make this possible 3wC’s software developers added custom fields to Salesforce’s lead management screen that shows staff users if a proposal has been sent to a lead and if it has been reviewed.
Computer software development
By creating this tool, 3wC’s computer software development team has greatly simplified the entire proposal generation process. ASIS staff creates a list of predefined pricing schedules and proposal formats. They can also define a default mapping of pricing schedules to use for the leads. To bulk email or send out a proposal manually, a user simply has to import the leads into the tool, select a predefined pricing schedule and proposal format, and at the click of a button send out the proposal to the leads. Any pricing rates specific to the lead are automatically computed before the proposal is sent out. A preview feature allows the staff to view and verify the proposal before sending it out.
3wC’s application development design has freed up ASIS’s staff to conduct other important business operations in the same time it took to generate proposals manually. It has enabled them to reach out to a significantly more leads and close more sales.