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CLIENT

Synthesizing CRM Data in the Service Industry

Our Salesforce AppExchange Score
4.7
5
As of June 3, 2021
Client
Johnston Food Service & Cleaning Solutions
Industry
Professional Services, Manufacturing & Distribution
Employees
51-200
Implementation
Pardot, Sales Cloud, Service Cloud
Client
Johnston Food Service & Cleaning Solutions
Industry
Professional Services, Manufacturing & Distribution
Employees
51-200
Implementation
Pardot, Sales Cloud, Service Cloud
INTRODUCTION

The client had been facing a number of operational challenges due to an obsolete CRM with a low internal adoption rate and a lack of standardized processes in marketing, sales and support areas of their business. They wanted to have a defined process for nurturing prospects and converting leads in order to prevent lost opportunities from going to the competition, as well as a modernized CRM integrated with their ERP. They also wanted to integrate a new CRM with their ERP to keep data up-to-date and reliable.

SOLUTION

A key priority for the client was improving case management: being able to communicate with customers quickly and contextually. Our team focused on building a system that could obtain real time information about prospects, existing customers and team members actively working on cases. We developed a solution around Salesforce Sales Cloud, Service Cloud and Pardot to provide them with a 360° view of their customers by centralizing marketing, sales and support data, with tools to address service requests quickly and easily.

“The Nubik team was knowledgeable and professional. They really understood the Salesforce products they were implementing. The project manager was masterful in planning everything and they always kept us well informed of the project’s progression.”

Jonathan Hochberg
Software Architect
Johnston Food Service & Cleaning Solutions
RESULTS

The revamped architecture automated a number of processes to eliminate the risk of human error and omission, while allowing Johnston to improve their customer’s journey from lead generation to post-sales support. The client can now track all interactions with potential customers ensuring a better relationship. Teams benefit from quick, easy access to relevant back-end data allowing them to address issues and cases without delay and then assess each interaction to improve on future lead generation and conversion.

ABOUT OUR CLIENT

Johnston Food Service & Cleaning Solutions is a wholesale distributor and leader in commercial cleaning and food service solutions for businesses throughout New York, New Jersey, and Pennsylvania.

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