Acculevel Cloud Migration -
Case Study

How we've helped companies like yours.

Metro Construction Company migrates to the Cloud with Field Service Lighting – Automates Leads, Sales and Field Technician Teams

Acculevel

PREMIER FOUNDATION REPAIR & WATERPROOFING

Acculevel is a mid-market Contractor specializing in basement, crawlspace and foundation improvement for homeowners. With the products and prowess to reinforce foundations, recondition crawlspace and basements, prevent flooding and mitigate mold, Acculevel has helped thousands of residential customers enhance their 

basements, reclaim their crawl- spaces, and preserve the value of their homes. Homeowners trust Acculevel to protect their home’s structure, improve the energy efficiency of their home, transform their basements into dry, comfortable living spaces, and enhance the safety and longevity of their property.

Challenge

  • Disconnected CRM Processes
  • Managing Leads
  • Setup & Managing Appointments
  • Scheduling Sales Opportunities
  • Scheduling Projects and Contractors
  • Resource Balancing for Sales and Projects
  • Route optimization
  • Long-term planning & Strategy
  • Data Siloed Departments
  • Managing Business in disparate systems (Jira, Excel and Quickbooks)
  • Dashboard
  • Quickbooks integration and Invoicing – Manual Process
  • Managing referral system and route leads

Solution

Software Solutions

Field Service Lighting

Sales cloud

Salesforce analytics

Quickbooks Integration

How Salesforce products were implemented Sales Process
Calls come in – Inbound Salesperson schedule sales reps for each appointment to qualify and provide quote estimate onsite

Field Service Jobs
Optimization for Project Manager’s schedule – Dispatcher Agent creates work items as sales close to ensure optimum utilization of field resources while providing high quality service and Implementation.

Results

35% Increase in closed Sales

60 Hours saved per week from automated scheduling with Field Service Lighting – Managing 10 Field Teams

40% increase of scheduled appointment

25% increase in sales appointments

360 view of data – All departments on the same page

Dept: Sales, Services, Finance and Operations

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