After meeting with their Salesforce Account Executive, the Southern team was referred to Nubik to plan and create a Salesforce solution custom built for the home improvement industry. The client required a bespoke product that could manage their financial system, support sales, simplify field operations, perform data capture, and improve their customer’s overall experience. Nubik’s consultants designed a Salesforce system tailored for the home improvement industry by implementing Sales Cloud, Service Cloud, Field Service, Pardot, Conga, and FinancialForce ERP Cloud with Supply Chain Management (SCM).
“I loved working with the team. Nubik was very professional and easy to work with. They were flexible with requests, communication was great and the solution is very well adapted to our needs.”
Thanks to a Salesforce solution tailored to the unique needs of this home improvement business, Southern’s system is now entirely paperless with sales, finance, and field teams using a single, fully-integrated system to track operations and share information quickly and easily. With Nubik as their Salesforce partner, this family-owned Augusta, Georgia business has fully optimized their workflows across the board. Their sales teams now have a holistic view of customers and can better leverage sales data, dispatchers can assign resources based on an overview of optimized routes and work order assignment, while finance and accounting can digitally track costs and revenue with pinpoint accuracy.
Southern Siding & Windows (Southern) is a family-owned and operated home improvement business located in Augusta, Georgia, with multiple storefront locations across states. They offer clients a variety of product lines manufactured in the US, including replacement windows, walk-in showers and walk-in baths, vinyl siding, roofs, gutters, gutter guard systems, patio covers, and attic insulation.