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How to implement the system well thanks to Salesforce technology?

Since 1968, Delmar has been a global provider of offshore mooring services including engineering design, mooring analysis, project management, planning and procedures, operational installation and mooring equipment rental.

Delmar Systems Success Story

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Challenges

the system was not suited to the needs of integration and handling of tasks;
incorrectly working flows and other automations that often resulted in incorrect or missing data, which caused a lack of trust in the system and did not encourage employees to use it;
lack of consultant knowledge in the company.

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Project scope

re-engineering and customizing all Salesforce workflows;
implementing changes to PDF templates for inspection reports;
customizing and extending field service management solutions through Service Cloud;
implementing correct utilization of standard Salesforce objects, such as Work Order and Work Order Line Items.

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Benefits

analysis of technical processes that made equipment inspections and inspectors' work easier and faster;
improved system transparency;
increased confidence in the system;
additional automation that made work faster and more efficient.

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Technology Industy  I  Avrios Success Story

Challenges

  • waste of time on preparing offers,
  • e-signature tool not integrated with the sales process,
  • inconsistent SaaS metrics,
  • frequent human errors during quote preparation,
  • quote templates stored as Word documents (manual updates necessary),
  • limitations on available pricing methods,
  • no standard place to track the Quotes history,
  • time-consuming review of agreement details (products/terms…),
  • lack of streamlined process for subscription management (e.g. upsell, cross sell),
  • no automatically triggered renewal process – obstructed revenue forecasting.

Project scope

  • The implementation of:
    1. CPQ for New Business as well as Amendment and Renewal processes:
      1. Quote Approval Process configured,
      2. Product Catalog configuration for recurring business,
      3. Opportunity and Quoting process automations,
      4. Order / Contract process automations,
      5. Amendment / Renewal process automations,
      6. SaaS metrics calculation.
    2. Easily configurable CPQ Quote Templates and integration with DocuSign e-signature solution for sending the Quote PDF.
  • The project also included:
    1. The calculation of CPQ Contracts and Subscriptions for legacy Contracts migration from FinancialForce,
    2. Support in integrating NetSuite with Salesforce.

Deliverables

  • Full financial picture of the Company,
  • Accurate contractual data,
  • Reduced manual work,
  • Facilitated monitoring of sales deals,
  • Easily customizable reports,
  • SaaS metrics (ARR, Churn) calculated accurately,
  • Many automations built – everyday work is now easier.

Stian Njøten

NDT Inspector/Supervisor

What does our client say?

I am very happy with our project. Our communication by me making the tasks and you deliver exactly according to the task is impressive. If not possible to do according to the task, another proposal is delivered.