Acculevel Cloud Migration with Field Service Lighting – Automates Leads, Sales and Field Technician Teams

Acculevel

Introduction

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.

The 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)
  • Quickbooks integration and Invoicing – Manual Process
  • Managing referral system and route leads
The Solution

Rithom provided a comprehensive solution using Salesforce Sites, enabling a seamless and secure RMA process:

  • 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

PREMIER FOUNDATION REPAIR & WATERPROOFING

35% Increase in closed Sales

60 Hours saved per week

360° view of data

Get Started Today!

Have questions or want to discuss how Rithom can help your business achieve similar success?

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