Revolutionizing 
Commercial HVAC Services with 
Salesforce CPQ and Field Service

Introduction

Staying ahead of the competition in an ever-evolving market requires innovation and adaptability. For a leading commercial HVAC company, this meant transforming its software infrastructure to better serve its clients and improve operational efficiency. By implementing Salesforce CPQ and Field Service, and with the expert assistance of Rithom, the company has not only modernized its processes but also achieved significant gains in productivity and customer satisfaction.

The Challenge

Prior to this transformation, the company relied on a niche, industry-specific CRM for sales and a separate system for field service operations. QuickBooks was used solely as a financial repository, creating silos and inefficiencies across their operations. The leadership recognized the need for a robust software infrastructure to maintain their market leader position and stay ahead of industry trends. They sought to bridge the gap between sales and field operations, streamline financial processes, and gain a comprehensive view of their business in real time.

The Solution

To address these challenges, the company decided on a comprehensive overhaul of their sales and field service operations. They invested in Salesforce CPQ and Field Service and enlisted Rithom’s expertise to customize these platforms to their specific needs. The integration with QuickBooks ensured a seamless and unified operational framework.

Key aspects of the solution included:

  • Unified Platform: Consolidation of sales and field operations into a single platform, eliminating the need for redundant data entry and enhancing data consistency.
  • Custom Quoting Process: Development of a custom-built quoting process for asset-based preventative maintenance agreements, which is unique to the commercial HVAC industry.
  • Integrated Financial Processes: Integration of purchase order management and invoicing processes between Salesforce and QuickBooks, streamlining financial transactions and providing better visibility into procurement and billing activities.
  • Mobile App for Field Technicians: Providing field technicians with a customized mobile app to access essential information on-the-go, reducing travel time and increasing efficiency.
Results

The implementation of this highly customized Salesforce solution led to remarkable improvements in the company’s operations, including:

  • 20-30% Gains in Productivity: By consolidating sales and field operations into a unified platform, the company significantly reduced the time spent on data entry and improved overall workflow efficiency.
  • 5-20% Reduction in Repeat Visits: The customized mobile app for field technicians enabled better access to information, reducing the need for repeat visits and improving first-time fix rates.
  • 5-30% Reduction in Travel Time: With real-time access to job details and optimized routing through the mobile app, technicians spent less time traveling and more time servicing clients.

“This is fantastic for us because as we do more of this kind of stuff in the future, now it is already built and we can just edit the metadata.”

20 - 30% Gains in Productivity

5 - 20% Reduction in Repeat Visits

5 - 30% Reduction in Travel Time

About Rithom

Established in 2013, Rithom is dedicated to creating, educating, and optimizing IT and marketing solutions to help businesses reach their full potential. We provide value through affordable growth strategies and are committed to sustaining the highest quality standards in technology implementations. Whether serving as an extension of your team or handling all your IT and marketing needs, Rithom is here to support your business's success.

300+
sales cloud implementations
41+
salesforce certifications
45,000+
project hours

Salesforce Certifications

  • Sales Cloud CRM
  • CPQ
  • Service Cloud
  • Field Service
  • Pardot
  • Marketing Cloud

Download this Case Study

Interested in learning more about how this commercial HVAC company transformed its operations with Salesforce CPQ and Field Service? Download the full case study to get detailed insights into the implementation process, challenges faced, and the remarkable results achieved.

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Contact Rithom for a consultation and discover how our integration services can transform your business operations. Together, we can create a solution that drives efficiency, enhances productivity, and supports your business growth.