Salesforce SMB AE reached out to CloudQnect to help with a complex implementation for Ernst. Ernst had no formal process for sales leads, bid/quote tracking, and current projects. Ernst was utilizing several different software solutions and spreadsheets to keep their information “organized.”
CloudQnect helped Ernst develop some new processes and to remove several manual steps (distractions). This enabled their sales team to quote more projects and grow their business. The ultimate design objective was to (1) increase communication across workstreams by having all members of the Ernst organizations working off the same system and same data set and (2) ensure ease of use by members of the Ernst organization.
Ernst achieved a 100% adoption rate and after implementation had CloudQnect help them automate some of their project management processes to better fit with Salesforce.