Additional Industries
Elevate Your Success
We have partnered on hundreds of implementations and fostered long-lasting relationships with leading clients in the education, real estate, and other service sectors.
Client Success
MANAGED FACILITY SOLUTIONS IS WINNING WITH SOLVD
Managed Facility Solutions (MFS) is your one-stop shop for facility management support. We have over 5,000 satisfied customers, ranging from growing start-ups to Fortune 100 companies.
Managed Facility Solutions needed help setting up Sales Cloud to match their existing data structure. They wanted streamlined,
simple processes for quickly creating renewal records and tracking locations for their customers. In addition, they needed to migrate their products and pricing options into Salesforce for
quoting purposes.
SOLVD customized the standard objects to house their data in a coherent manner. SOLVD also created some custom objects and actions to handle some of the more complicated requests. SOLVD built out a whole quoting process to allow Users to easily merge in pre populated data from Salesforce onto a Quote template.
WHAT MFS SAYS ABOUT WORKING WITH SOLVD
“We hired SOLVD to create a custom solution within Salesforce for our team. The team was knowledgeable and led us through the process. There were times when our company didn’t know how to take the next step, but the SOLVD team was there to guide us using their experience and expertise. Because their team was so efficient and knowledgeable, they were able to help us dive into more areas that we can grow and implement inside the tool for greater success. I highly recommend working with Brendan & Ben, they’re fantastic!”
As a fast-growing company, it’s difficult to anticipate the amount of work on the GTM systems; having a close partner like SOLVD has been key in allowing us to flex with the ebbs and flow of the business. They’ve been able to step in at the last minute, partner more closely when critical system issues arise, and have been extremely accommodating with resource allocation when we embark on complex projects – and so much more.”
VALERIE DURHAM
VP OF SALES + OPERATIONS MFS
SOLVD's Power in Numbers
Client Success
GUTTERGLOVE IS WINNING WITH SOLVD
Gutterglove is a growing company that installs the nations most trusted gutter guards. That leaves the client with no more gutters to clean.
Gutterglove wanted to have greater visibility and insight into the sales processes and activities, as well as the ability to forecast and report on sales and completed orders in relation to quotas. They also wanted the ability to auto-assign records to sales reps based on what territory. Lastly, they wanted to ensure data and records were kept up-to-date with NetSuite and other external systems.
SOLVD configured Sales Cloud objects with key fields and automated the processes. We created reports and dashboards to provide visibility and insights into Quotas, Forecasts, Completed Orders and Sales Activities. Created automation for Lead Auto-Assignment based on Territory. Maintained integration with NetSuite and ensured data integrity and accuracy. Assisted in collection of Leads from web form and sending them to Salesforce. Created custom fields and automation to give visibility into Order and Revenue information. Assisted in de-duplication of record. Assisted in setup and change management for MFA implementation. Planned for future enhancements and integrations such as SSO, RingCentral, and Outlook.
WHAT Gutterglove SAYS ABOUT WORKING WITH SOLVD
“Ryan and the team at SOLVD have been instrumental in our successful launch of Salesforce to our national sales team and international customer support team. Ryan, in particular, has been extremely helpful applying his talent at translating and coordinating the needs of Sales leadership to overcome technical barriers within not only Salesforce but additional digital resources and internal and external stakeholders.”
DAVE GENTRY
NATIONAL SALES OPERATIONS MANAGER GUTTERGLOVE
TRUSTED BY TRAILBLAZERS IN THE INDUSTRY
Client Success
PATHSTREAM IS WINNING WITH SOLVD
Pathstream transforms today’s frontline workers into tomorrow’s future-ready talent through their education software. They increase employee retention & reduce turnover costs by transforming frontline jobs into careers worth staying for.
Pathstream needed to consolidate their legacy B2B and B2C Salesforce orgs in order to minimize future costs, and maximize continuity of the business moving forward. Their B2C org was being used by a whole support staff with internal structure there to support students. Their B2B org was being used to manage sales and marketing. Pathstream was looking to keep track of both sales and service in one org.
SOLVD took the B2B service cloud which was being used to manage sales and marketing, and then merged it into the B2C which was only being used for support to students. SOLVD started by importing the configuration, then imported the data, then imported the users. SOLVD configured the system and security during the process. SOLVD updated the security model to be in line with best practices, ensuring that the migrated users will have only the permissions they need. It is important to note this project was completed under budget. There was time left over and SOLVD made sure that users of both orgs were happy, understood the merge, and that everything was working for both users from the B2B and B2C.
WHAT PATHSTREAM SAYS ABOUT WORKING WITH SOLVD
“From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!”
VERONICA WONG
DIRECTOR OF OPERATIONS PATHSTREAM
We have extensive experience across a wide array of third party products in our implementations and migrations
