Delivering Cross Departmental Growth

Company Profile and Overview

Industry: Building Materials

Location: Ontario, Canada

Employee Category Range: 51-200 employees

Salesforce Clouds: Sales Cloud, Pardot and 3rd Party Apps

Company Overview: Manufacturing and Marketing of Sustainable Building Materials

SkyVenn replaced existing Salesforce Partner to help rearchitect Salesforce to deliver enhanced processes and growth between Marketing and Sales departments.

Original business requirements to manage both end-users and distributors within Salesforce was not optimally designed and needed to be rearchitected
Marketing campaign programs were limited and the effectiveness of current efforts could not be easily quantified
Reports and dashboards were not reliable because previous lead conversion processes was incorrectly configured
Customer had no in-house Salesforce expertise

Solutions Implemented:
Sales Cloud, Pardot and 3rd Party Apps
Led the evaluation of Pardot Plus for the Marketing team and responsible for the implementation and enablement of the solution
Redesigned the Lead to Opportunity process to help align various Account segmentation needs for distributors, end-users, suppliers, and more…
Updated Sales Cloud processes to allow teams to improve communication, processes and reporting between users
Created a new online Warranty Registration process to assist with linking end-users to distributors and contractors for marketing attribution

Ongoing training and enablement has allowed Marketing team to continuously deliver improved campaign performance
Pardot automations (Automation Rules, Engagement Studio, etc.) and Salesforce automations (Process Builders, Workflows, Lead Assignment Rules, Flows, etc.) were optimized to ensure best practices and eliminate records being incorrectly updated due to automations impacting both databases
First year success has allowed leadership to expand the scope of Salesforce to include a new ERP evaluation in the New Year, the use of Salesforce Maps and Einstein Bots Chat, and a forthcoming Community Cloud strategy
Weekly cadence calls for ongoing enablement within Sales and Marketing teams
SkyVenn is now the preferred Salesforce partner under Managed Services to provide continued support, configs, enhancements and enablement services

“Our Salesforce instance is complex...SkyVenn has done a phenomenal job of asking the right questions...We certainly attribute the ability of our Salesforce instance to consistently keep up with our growing and scaling company to the ongoing assistance of SkyVenn. We couldn't do it without them! Highly recommend SkyVenn for all your Salesforce needs.”

“We’ve been working with SkyVenn for 3+ years and they’ve been amazing to work with. We’ve involved them in several projects including a CPQ implementation, Lightning Migration & 3rd Party Software integrations. We’ve worked with several Salesforce partners and our experience with SkyVenn has been a refreshing change.”

"I've been working with the SkyVenn Team as our SI for 2+ years. I can't say enough about their quality of work, and attention to detail. Meticulous, professional, knowledgeable and have delivered top-notch results on a multitude of Salesforce, CPQ, and Pardot projects for us. Happy to recommend their work!"

"Moving into Salesforce was a bit of a new experience for our team - but - SkyVenn has been an integral partner in easing us into it. They are extremely talented - and we are excited about them helping us change our organization!"

"We have been working with SkyVenn since 2019. They have assisted us with Pardot and Salesforce assisting us with escalations that we were unable to resolve on our own. The SkyVenn team are a very knowledgeable resource for me and the team. We frequently use them to verify and provide solutions for our challenges and ensure we are getting the most out of our Salesforce and Pardot investment - thank you SkyVenn"

SkyVenn is Dedicated to Customer Success

Since 2010 SkyVenn has been delivering tailored Salesforce solutions to help meet each of our client’s unique requirements. We are led by former Salesforce employees and leverage years of experience and industry best practices to ensure a successful implementation. We are committed to seeing our customers wildly successful on the Salesforce platform.