Close
Client mari-tech logo super title

Positioning a Platform Around Process Builders

Mari Tech Header Main Image
Our Salesforce AppExchange Score
4.7
5
As of May 13, 2021
Client
Mari-Tech Appraisal
Industry
Professional Services
Employees
201-500
Implementation
Experience Cloud, Sales Cloud, Field Service
Client
Mari-Tech Appraisal
Industry
Professional Services
Employees
201-500
Implementation
Experience Cloud, Sales Cloud, Field Service
Introduction

Our client was trying to replace their existing third-party platform with an updated CRM to keep historical data in one place, as well as focus on reporting, tracking and scheduling sales calls and appointments. As part of the procurement process, Mari-Tech worked with both Nubik and Salesforce to explore the challenges faced by their team and which processes were key to their business success.

Solution

It was imperative to first build a system capable of maintaining their data so it could be used to build work orders in real-time based on accurate information. Following discovery, it was determined that a Salesforce Sales Cloud and Field Service solution would best suit Mari-Tech’s needs.

“Nubik was great to work with. The consultant we had on our project was amazing. Frankly, I don’t know what we would have done without her since she understood our business so well.”

PLACEHOLDER - Mari-tech
Sandra Drisdelle
Head of Accounting
Mari-Tech Appraisal
Results

Process builders and complex formulas now work together to ensure the client’s data entries are fully complete and accurate, from work order generation through to billing and payroll. The combined power of Sales Cloud, Field Service and Experience Cloud has empowered Mari-Tech’s team to own data and leverage it for a brighter future for their business.

About Our Client

Mari-Tech Appraisal & Inspection Ltd. provides a full range of real estate property appraisal and consulting services. With over 25 years in business, they enable clients to make sound financial decisions by providing them with due diligence and accurate data in a timely, personalized manner.

Share this story
Ready to get started?
More Field Service Stories
SDMC Featured Main Image
Standard Duplicating Machines Corp.
Consolidating Clouds in the #1 CRM
Get the full story
Industry
Manufacturing & Distribution
Implementation
Revenue Cloud, Sales Cloud, Field Service, FinancialForce ERP Cloud, Supply Chain Management
USG United Services Group Featured Main Image
United Services Group
Generating Invoices With Just One Click
Get the full story
Industry
Professional Services
Implementation
Service Cloud, Field Service, FinancialForce ERP Cloud, Supply Chain Management
Southern Siding Client Story Featured Wide Image
Southern Siding & Windows
Fusing Field Service with Finance
Get the full story
Industry
Professional Services
Implementation
Pardot, Sales Cloud, Service Cloud, Field Service, FinancialForce ERP Cloud, Supply Chain Management
Prev Next