Sales to operations
Salesforce workflows connected enquiry details, quoting and the move into job management.
PROJECT / LOGISTICS
From a customer enquiry to a scheduled job.
A specialist piano moving business needed sales, scheduling and contractor work to follow the same job. Growbiz built connected workflows on Salesforce.
01 / GROWBIZ SOLUTIONS
The work behind the requirement.
A quote is only the start of a move. Customer requirements also need to reach scheduling, the people doing the job and the systems handling payment. The solution connected these stages around the job record.
02 / GROWBIZ SOLUTIONS
What we built.
Contractor access
An Experience Cloud portal gave contractors a defined workspace connected to the operating records.
Scheduling and payment
Connections to route planning, accounting and payment services supported the work beyond the sale.
03 / GROWBIZ SOLUTIONS
How the pieces connect.
The scope brought Salesforce and Experience Cloud together with OptimoRoute, Xero and Stripe. Customer and job records connected the sales process to the scheduling, accounting and payment systems used after the quote.
04 / GROWBIZ SOLUTIONS
Start with the handoff that causes the most work.
Show us where information is re-entered, what your team waits for and which systems must stay. We can then discuss an approach and the information needed for an estimate.