Client and Need

  • Leading manufacturer of custom-made window fashions in North America and needed to completely revamp customer service and dealer management software
  • Full featured CRM system to gain 360 degree view of entire dealer lifecycle
  • Integrated to enterprise level SAP system


  • Completed full service and sales cloud implementations with multiple integration points to SAP
  • Provided user adoption plan ensuring utilization of project initiatives

Value Added

  • Successful Salesforce Sales and Service Cloud implementations with complex integrations with SAP
  • Introduced collaborative Salesforce Knowledge, Live Agent and Chatter features
  • Streamlined user adoption approach and materials