Salesforce Horizon: Redefining CRM for Business Growth
Industry: Construction, Manufacturing
The Challenge
Octaform is a stay-in-place, concrete forming system. It’s similar to an insulated concrete form (ICF), which has long been considered by contractors to be an effective, green building material. Octaform provides all the benefits of ICFs including excellent climate control, energy efficiency and more. Because the forming system stays in place and is made with durable PVC, the concrete wall is finished when formed – in one step. Octaform is extremely versatile and unlike traditional ICFs, it can be used to easily form curved walls.
Octaform opted for a Salesforce CRM solution to manage its client base, organize their projects and streamline the lifecycle of orders, including tracking deadlines, obtaining approvals, managing deliveries and handling pricing. To address their unique industry needs, the client needed to expand the limited out-of-the-box Salesforce CRM capabilities with custom enhancements to allow :
- Unique product profiles and price calculations.
- Multiple phases for single award projects.
- Multiple sub-orders for each invoiced project.
- Tailored templates for multi-currency quotes and orders.
Solution & Benefits
Our team at Orange Oranges proposed and implemented personalized configurations and custom-built solutions tailored to Octaform’s requirements. By combining strategic design and technical expertise, Orange Oranges transformed Salesforce into a comprehensive tool delivering unique business values to Octaform:
- Improved product and pricing management enhancing accuracy and reducing manual errors.
- Enhanced operational capabilities with a multi-phase project management structure.
- Support for creating and managing sub-orders linked to a single project.
- Enabled clear tracking for unique delivery timelines and ensuring on-time fulfillment.
- Maximized service efficiency with custom templates designed to reflect Octaform’s branding and professional image.
These enhancements were vital in aligning Salesforce with Octaform’s operational needs, enabling them to streamline processes, improve efficiency, and meet the demands of their specialized industry.
The solutions provided increased transparency empowered the team to make more informed decisions and adopt a proactive approach to managing their operations.
Solution Components
- LWC (Lightning Web Components): A modern web development framework.
- Visualforce: A framework for building custom user interfaces.
- Data Loader: A tool for importing and exporting data in bulk.
- Process Builder: Automates business workflows.
- Salesforce Apex: Programming language for customizations.
- Flow Builder: Advanced automation tool for building workflows and managing processes.
- Salesforce deployment: ANT Migration tool.
