Our consultants proposed a multi-phase plan to integrate Salesforce Service Cloud, Community Cloud (now Experience Cloud), and Field Service with their existing Sales Cloud and CPQ implementations. A series of strategic additions would allow them to extend and deliver a better experience to all parties involved:
It was a complex engagement that required a dedicated team of over a dozen consultants, developers and project managers from Nubik to achieve the client’s goals on-time and, more importantly, on-budget. Each phase had to be carefully planned out and coordinated with the client at every step.
“Our solution was complex and covered many areas of Salesforce. Each member of the Nubik team was well organized, extremely knowledgeable in their areas of expertise, and helpful in guiding us to our desired outcome. Together we created a process and flow that will ultimately help us scale and be more efficient year over year. We look forward to partnering with Nubik on all of our Salesforce programming needs in the future.”
The key result is that now information can be accessed quickly, easily and on mobile devices. Internally, their processes are streamlined and efficient, teams are able to access the information they need without wasting time searching. Technicians can gather customer signatures and take photos in the field, uploading them directly into service reports which can then be emailed directly to the customer.
The client’s network of contacts, clients, and partners can share data directly through Salesforce. Each partner has their own community portal through which to communicate with Gridpoint.
Sales teams can create, manage and share orders easily, putting more power into the hands of users. Gridpoint was able to reduce the number of products and bundles to keep things simple for their clients and offer dynamic pricing with accurate costs.
In short, Gridpoint now has a seamless, one stop solution for their business.
GridPoint is a smart building technology leader focused on enabling the world’s transition to an efficient and sustainable future through smart, grid-connected buildings. Their platform is designed to identify best-fit energy strategies, reduce waste, and make buildings smarter through controls, automation, and machine learning. Their services include monitoring hardware, big data analytics software and energy management services.