Positioning a Platform Around Process Builders

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.

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.

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.

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.