Vanaire

Industry

Manufacturing

Sales Cloud, Marketing Cloud, Outlook Integration, Global Shop

Client had their own home grown database that wasn’t user friendly and did not have a good way to clients, sales, and potential quotes and quote management
There was limited access to ERP reporting for sales reps and key employees for inventory and sales tracking purposes
Communication to clients for order lifecycle, shipping, and post transaction experience was limited and manual

Cloud Haven partnered with the client on their sales process and created automation for sales team cadence and automated emails for client follow-up on potential quotes and created a solution for the tracking of wastewater sector to track revenue with Sales Cloud.
Implementation of Marketing Cloud for email sends and automated survey sends to aid in CSAT tracking
Integrated order values to where they could track sales and valve automation
The service provider created Automations around Opportunities and creating an Order upon opportunity closure as well as a Global Shop Integration to track manufacturing & shipping and to avoid duplicate entry and process inefficiencies.

Sales leadership has a window into the performance of their 50 person sales team and areas of opportunity as well as specific key indicators to provide coaching and development on.
The client saw higher customer engagement with customer incentives in place and improved efficiencies at the store level by automating the survey process.
The client saw a time savings in automating customer subscriber email sends and automating weekly sales engagement grouped by customer segmentation.

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