Streamlining DT Heavy Industries’s Salesforce with Cost-Effective Solutions: A Kloudserv Case Study.
Introduction:
Organizations are constantly looking for ways to maximize their Salesforce investment while minimizing costs in today’s fiercely competitive business landscape. Kloudserv, a Salesforce consulting firm based in Vancouver, recognizes the importance of cost-effective solutions and recently partnered with DT Heavy Industries, a leading manufacturing firm. This case study delves into the tailored managed services provided by Kloudserv, which assisted DT Heavy Industries in optimizing their Salesforce instance and achieving significant cost savings. Through a strategic partnership and comprehensive approach, Kloudserv assisted DT Heavy Industries in meeting their specific business requirements while remaining financially efficient.
Client Overview:
DT Heavy Industries, a well-known industrial equipment manufacturing firm, faced several challenges in optimizing their Salesforce platform and lowering costs. Low user adoption, inefficient processes, and rising maintenance costs plagued their Salesforce system. DT Heavy Industries sought the expertise and collaboration of Kloudserv’s managed services to address these issues and align their Salesforce instance with their changing needs.
Challenge:
The Salesforce platform at DT Heavy Industries was underutilized and faced numerous challenges, such as low user adoption rates, inefficient processes, and rising maintenance costs. The existing system lacked customization and was incapable of meeting the changing needs of their sales and customer service teams. The objective was to optimize the Salesforce instance, boost productivity, streamline processes, and reduce total cost of ownership.
Solution:
Kloudserv provided comprehensive managed services that were tailored to the specific needs of DT Heavy Industries in order to address their challenges and provide a cost-effective solution. The strategic approach was comprised of the following key steps:
Strategy for Evaluation and Optimization:
Kloudserv evaluated DT Heavy Industries’s Salesforce instance thoroughly, identifying pain points, gaps, and opportunities for improvement. With these insights, they developed a tailored optimization strategy that was in line with DT Heavy Industries’s business goals and cost-cutting objectives.
System customization and configuration:
Kloudserv expertly customized and configured DT Heavy Industries’s instance with Salesforce’s powerful capabilities. They used Salesforce’s declarative customization capabilities, such as point-and-click configuration, workflow automation, and process builder, to implement automation to streamline processes, improve data quality, and improve system performance. Furthermore, they seamlessly integrated relevant third-party applications, utilizing Salesforce’s integration capabilities, to further optimize operations.
Kloudserv recognized the importance of user adoption and provided DT Heavy Industries’s users with extensive training. They used Salesforce’s training tools, such as Trailhead, to deliver customized training content focused on key Salesforce features and best practices. Workshops were held, and user guides tailored to DT Heavy Industries’s processes and workflows were created. Ongoing assistance, such as a help desk and a knowledge base, ensured a smooth transition and maximum user adoption.
Monitoring and maintenance that is proactive:
As part of their managed services, Kloudserv implemented a proactive monitoring system to identify and resolve issues before they disrupted DT Heavy Industries’s operations. The native monitoring and diagnostic tools provided by Salesforce, such as Event Monitoring and Health Check, were used to actively monitor system performance, identify bottlenecks, and address potential issues. Regular maintenance, system updates, and performance optimizations kept DT Heavy Industries’s Salesforce platform up to date.
Results:
Thanks to Kloudserv’s managed services, DT Heavy Industries was able to optimize their Salesforce instance and significantly reduce their total cost of ownership:
22% Reduction in Maintenance Costs:
Kloudserv assisted DT Heavy Industries in reducing maintenance costs by 22% through proactive monitoring and regular system maintenance. By proactively addressing issues and ensuring system stability, the frequency of disruptions was reduced, and expensive emergency support became less necessary.
27% Increase in User Adoption:
The comprehensive user training and support initiatives increased user adoption at DT Heavy Industries by 27%. Kloudserv’s focus on providing employees with Salesforce knowledge and skills increased their confidence and enthusiasm, resulting in increased productivity and efficiency.
Enhanced Data Integrity and Reporting:
The system customization and configuration efforts of Kloudserv improved data integrity and streamlined DT Heavy Industries’s reporting processes. Because accurate, real-time data was readily available, DT Heavy Industries gained the ability to make informed decisions and improved visibility into their sales and customer service operations.
Conclusion:
Thanks to Kloudserv’s tailored managed services, DT Heavy Industries was able to optimize their Salesforce platform, achieve cost-effective solutions, and improve their overall business performance. By skillfully customizing the Salesforce instance, providing comprehensive user training and support, and implementing proactive monitoring and maintenance, Kloudserv successfully reduced total cost of ownership, improved system performance, and enabled informed decision-making for DT Heavy Industries. Organizations looking for cost-effective Salesforce solutions that are tailored to their specific business requirements should contact Kloudserv today to learn more about how their managed services can help them succeed and grow.
