Digital Transformation for a Construction & Home Improvement Firm

The Challenge: The client encountered several operational and marketing challenges as they scaled, including a lack of integration between Salesforce and Pardot, inefficient CPQ processes, and no clear visibility into Field Service operations. Complex dispatch, work order management, and a lack of mobile support for technicians further hindered efficiency.

The Solution by Applikon: Applikon implemented a comprehensive Salesforce solution with full integration of Sales Cloud, CPQ, Field Service Lightning (FSL), and Account Engagement:

• Marketing Automation & Account Engagement: Connected Salesforce and Pardot, enabling drag-and-drop email editing, website tracking, and user role configuration.
• Sales Cloud Enhancements: Set up full Lead and Contact Management, defined Opportunity Stages, and implemented Price Book & Product Management.
• CPQ Implementation: Configured advanced CPQ quoting flows with dynamic product selection and rules to assign skills based on quoted products.
• Field Service Lightning (FSL) Setup: Designed and implemented Work Order Management for installations, configured Work Types, Service Territories, and Service Crews, and enabled Technician Mobile Access.
• Other Enhancements: Implemented Document Generation (CR1 Doc Gen) and integrated Sales Order notifications for yard managers. 

The Impact:

• Marketing: Successful implementation of Pardot improved campaign execution and lead nurturing.
• Sales & Quoting: Reduced quote generation time by 40% with dynamic product configuration.
• Field Operations: Service crews now scheduled based on real-time availability and skill match.
• Work Order Management: Work Orders now accurately reflect job scope, with line items replacing redundant records.
• Mobile Workforce: Mobile access for technicians improved job completion accuracy and reduced on-site delays.