One View of the Customer

Leveraging Service Cloud, Sales Cloud and Community Cloud for increased organizational efficiencies

Company Profile & Overview

Industry: Software for Healthcare & Commercial Buildings

Location: Toronto, Ontario, Canada

Employee Category Range: 51 - 200 employees

Salesforce Cloud: Service Cloud, Community Cloud & Sales Cloud

Company Overview: Software and technology solutions for hospital and commercial building management

  • Disconnect between sales and customer support for customer handoff
  • Gaps in reporting capabilities made it difficult to produce timely and accurate metrics to management that show relation between revenue and support costs
  • Limited ability to track site information in their existing Zendesk solution

  • Existing PipelineDeals CRM system provided limited options for them to scale their operations and integrate customer data with support related cases
  • Implemented unified sales, service and community solution
  • Created custom objects to track their customer data technology hierarchy (separate from the account hierarchy)
  • Migrated customer and ticket database from Zendesk to Salesforce
  • Migrated Account, Contact and related Opportunity data into Salesforce
  • Previous technology: PipelineDeals and Zendesk
  • Product features implemented: Service Cloud, Customer Community and Sales Cloud
  • Sales and Service teams are now more efficient in their day-to-day activities
  • Team members now have one view of the customer through Sales, Service and a Customer Community portal
  • Quick time to value: Multi Cloud setup, integration and training were completed within 3 months of project launch
  • On budget: SkyVenn and the customer collaborated to prioritize requirements and ensure the solution was launched with the critical functionality to support inflight business processes without any budget creep

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.

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