Situation

An SMB who is a global leader in the generator power supply industry catering to the needs of both end users and dealers wanted to rid themselves of the constricting propriety software which ran their inventory and move towards a user-friendly system which could adapt to the changing financial environment.

Complication

Without an IT desk, an on-staff support team, or an apps group behind them and with little experience in the software industry, the sales and management teams were challenged when it came to delivering an integrated solution which offered flexibility, security, remote access, ease of use and the speed to deliver customer quotes instantly.

Solution

The Fury Group designed, built, and implemented a custom object which managed and tracked the generator company’s inventory. We then integrated their inventory seamlessly into their sales process and gave the team the ability to produce customer quotes, purchase orders, and produce invoices at the click of a button and to track and report on these sales and opportunities in real time using Salesforce.com and Conga Merge. To go one step further, we integrated their new inventory system with their website, thus providing global clients, dealers, and wholesalers with instant and accurate access to their available catalog 24x7 anywhere in the world.

Situation

An energetic directional drilling services company wanted a simple way to manage, respond to, and track leads from their website. They also wanted to be able to track sales and opportunities, allocate resources, and monitor projects instantly.

Complication

As the off-shoot of a long-established corporation which contracts the drilling of oil and gas wells for exploration and production companies, this start-up was operated by a dynamic and innovate young team who were encumbered with an ERP system which offered little flexibility, few real-time results, and was labor and cost intensive.

Solution

Within a few days, website leads were being acknowledged and contacted as they downloaded specs and demos. Within a few weeks, The Fury Group customized, implemented, and delivered Salesforce.com as their full CRM solution to track and manage sales and resources to allow the team to register opportunities remotely and instantly from the well site and to facilitate real-time reporting for the management team. We then provided the client with Google Map mash ups within Salesforce.com indicating where they were operating and the “At Risk” status of projects; with one click, the client could review the situation and determine resolutions to any delivery issues.

Situation

Already using Salesforce.com to manage their Business Development, a large and well-known commercial building firm wanted to proactively manage its post-build warranty process from contact to assignment to completion smoothly and efficiently.

Complication

The process was managed through a mismatched and time-consuming system of spreadsheets, faxes, calls in and out, emails, people and sticky notes! One person knew the status of each job and tracked it well, but if he were out of the office work would be forgotten, done twice, or never even reported as required. The person running the job was extremely efficient, but reporting analysis on contractors, project managers, and warranty requests was cumbersome and time-consuming.

Solution

The Fury Group worked closely with the Warranty Department to understand their ideal process and to architect a resolution. We then crafted a solution in the form of a custom object which would allow closed Opportunities to be converted into a Project. From there workflow took over as clients emailed their warranty requests, received appropriate responses, and repair resources were allocated. The warranty process became seamless, and report and data analysis were generated with ease.

Situation

A large and influential multi-branch industrial fence company had no visibility of company-wide sales or opportunities. Territories overlapped which meant that branches could inadvertently bid against each other on the same job.

Complication

The sales team monitored and managed projects from inception through delivery but left opportunities on the table by failing to follow up one year later and offer extended warranties. Additionally, in normal day-to-day operations, no one knew who was bidding on which new project, reporting was clumsy and time-consuming, and the branches only revealed their exact sales and project updates in their annual meetings which were always preceded by a scurry for information.

Solution

First, The Fury Group helped the company define their overall sales process from bid to close by branch; we then explored how each branch worked differently and customized Salesforce.com to suit both their individual and combined needs. Finally, we designed and implemented views, reports, and dashboards for instant access (in multiple formats) to sales opportunities across all branches. Sales people began working together across branches, sharing best practices, and providing mentoring to newer team members.

Situation

A dynamic and forward-thinking medical imaging core lab tracked their sales information and operations in disparate spreadsheets and databases across the organization.

Complication

The normal sales process for this medical device testing company was that before the original project had finished, clients would request extensions to the original study. While amendments were a large part of the business, they presented a huge problem in tracking the operations management in terms of scope creep as well as the data integrity of new vs. old scope, pricing, and accurate assignment of income sources in terms of new vs. existing projects.

Solution

The Fury Group mapped the complex sales and amendment process for new and existing projects. We then developed a series of HIPPA-compliant custom objects which would allow the team to create an initial opportunity and then be able to track the project through completion adding or filtering out amendments to the original scope as necessary. Fiscal reporting became extraordinarily accurate, and members were able to easily obtain past, current, and predicted sales information with the click of a button.