The Challenges

Patriot Mills, a nationwide provider of carpet and flooring solutions, faced multiple challenges with their existing Salesforce org. Having implemented Salesforce over a decade ago, they were still operating on the Salesforce Classic version, which limited their ability to achieve the desired functionality. The Patriot Mills team was frustrated with their current system’s limitations and the lack of strategic guidance from their previous “order taker” consultants. They sought a change and a Salesforce consultancy that could provide proactive insights, identify potential issues, and collaborate with them to create a strategic engine on the Salesforce platform.

The Solutions

Omnivo Digital, a trusted Salesforce consultancy, embarked on an “Org Audit” project to assess Patriot Mills’ existing Salesforce org and understand their future requirements. This audit helped Patriot Mills plan the necessary steps to achieve their Salesforce transformation goals. Impressed with the insights and expertise provided by Omnivo Digital, Patriot Mills engaged them in an eight-week engagement to implement the following solutions:

1. Migrate to Salesforce Lightning: Omnivo Digital facilitated the migration of Patriot Mills’ existing org from Salesforce Classic to Salesforce Lightning. This transition unlocked new features, improved user experience, and enabled Patriot Mills to leverage the full potential of the Lightning platform.
2. Salesforce Sales Cloud Re-implementation: Omnivo Digital re-implemented Salesforce Sales Cloud to optimize the PO (Purchase Order) Process and New Order Process for Patriot Mills. This re-implementation ensured streamlined workflows, enhanced efficiency, and improved visibility into the sales pipeline.

The Results

The Salesforce transformation implemented by Omnivo Digital yielded significant benefits for Patriot Mills, leading to continued engagement and expansion of their Salesforce capabilities.

1. Improved Functionality and User Experience: The migration to Salesforce Lightning provided Patriot Mills with a modernized platform that offered enhanced functionality and a more intuitive user experience. This upgrade enabled Patriot Mills to leverage the latest Salesforce features and improve productivity across their teams.
2. Strategic Partnership: Omnivo Digital’s proactive approach and strategic guidance resonated with Patriot Mills. The collaboration went beyond being “order takers” as Omnivo Digital looked around corners, identified red flags, and worked alongside Patriot Mills to create a strategic engine on the Salesforce platform. This partnership provided Patriot Mills with a trusted advisor who understood their business and could contribute to their long-term success.
3. Manufacturing Operations Enhancements: Satisfied with the initial work, Patriot Mills expanded their engagement with Omnivo Digital. They tasked Omnivo Digital with building additional functionality to increase efficiencies in their manufacturing operations and processes. This expansion demonstrated Patriot Mills’ confidence in Omnivo Digital’s ability to deliver tangible results.

The Salesforce transformation journey undertaken by Patriot Mills with the support of Omnivo Digital showcases the power of strategic partnerships and Salesforce expertise. By migrating to Salesforce Lightning and re-implementing Salesforce Sales Cloud, Patriot Mills experienced improved functionality, streamlined processes, and increased efficiencies. The continued engagement with Omnivo Digital reflects Patriot Mills’ satisfaction and their recognition of the value brought by a trusted Salesforce consultancy.

The Challenges

Metroll, a leading manufacturer of building supplies, aimed to leverage technology and software as a competitive advantage in the traditionally low-tech building products industry. Their goal was to provide superior customer experiences, faster turnaround times, and competitive pricing by optimizing their back-office operations. To achieve this, they partnered with Omnivo Digital, a trusted manufacturing Salesforce consultancy, to guide them through their digital transformation journey.

The Solutions

Omnivo Digital recommended and implemented a comprehensive suite of Salesforce solutions tailored to Metroll’s unique manufacturing requirements. The following Salesforce products were leveraged to help Metroll achieve its goals:

1. Salesforce Sales Cloud: Omnivo Digital helped Metroll build a custom-tailored manufacturing ERP on the Salesforce Sales Cloud platform. This ERP encompassed the entire order lifecycle, including quoting, order acceptance, work order generation, order release, invoicing, shipping fulfillment, purchase order management, inventory intake, and COGS calculations. Sales Cloud also supported Metroll’s sales operations and tracking, providing visibility into forecasting and sales rep performance. Additionally, a custom machine production planning tool was implemented within Sales Cloud, automating scheduling across seven stations and resulting in increased efficiency and significant cost savings.
2. Salesforce Experience Cloud (formerly Community Cloud): Omnivo Digital developed a Customer Portal using Salesforce Experience Cloud. The portal revolutionized the customer experience by allowing Metroll’s customers to create their own quotes and orders online with real-time pricing. This self-service capability eliminated the need for customers to wait for quote turnaround times, enhancing the overall customer experience. The portal also included a feedback mechanism that alerted the sales team to potential cross-selling opportunities. In the first year alone, the portal generated $2 million in sales, effectively saving the cost of two full-time sales team members.
3. Salesforce Marketing Cloud Account Engagement (MCAE): Omnivo Digital set up the Marketing Cloud Account Engagement tool for Metroll to stay top-of-mind with prospects and existing customers. MCAE enabled targeted marketing campaigns to promote new products, clearance items, and other initiatives. Dynamic cadences were created to personalize communication based on customer actions on the portal, website, or email, resulting in decreased lead conversion time and increased cross-selling purchases.

The Results

The partnership between Metroll and Omnivo Digital, coupled with the implementation of Salesforce solutions, produced significant results across various aspects of Metroll’s business operations.

1. Streamlined Operations and Cost Savings: The Salesforce Sales Cloud-based manufacturing ERP streamlined Metroll’s order lifecycle processes, resulting in improved efficiency and cost savings. The automated scheduling system reduced the need for manual intervention and reallocated two full-time employees, saving Metroll $100,000 annually.
2. Enhanced Customer Experience: The Salesforce Experience Cloud Customer Portal transformed the customer experience by enabling self-service quoting and ordering with real-time pricing. This resulted in faster quote turnaround times and increased customer satisfaction. The portal’s cross-selling opportunities and proactive alerts further nurtured customer relationships and revenue growth.
3. Marketing Efficiency and Increased Revenue: The implementation of Salesforce Marketing Cloud Account Engagement allowed Metroll to deliver targeted marketing campaigns and personalized communication to prospects and existing customers. This approach decreased lead conversion time and boosted cross-selling purchases, driving increased revenue for Metroll.
4. Ongoing Partnership and Success: Metroll continues its partnership with Omnivo Digital under a managed services contract, receiving monthly white-glove support. The expertise and support provided by Omnivo Digital have resulted in a 250% return on investment (ROI) for Metroll’s entire Salesforce build. Furthermore, Omnivo Digital’s optimized processes have enabled faster implementations, reducing the time required for future features to be developed and deployed.

Metroll’s continued partnership with Omnivo Digital and the successful implementation of Salesforce solutions have resulted in improved sales operations, enhanced customer experiences, increased revenue, and streamlined business processes. This customer story showcases the power of leveraging Salesforce technology and expert consultancy to drive digital transformation and achieve significant business outcomes in the manufacturing industry.

The Challenges

The City of Chicago faced challenges with its aging Motorola-based CRM system, which served as the backbone for the 311 System, allowing citizens to report and request city service items. The legacy system was expensive to maintain and overly complex, incurring significant costs in maintenance and updates. Moreover, the system lacked the desired metrics and transparency necessary to meet the expectations of city aldermen and taxpayers.

The Solutions

In collaboration with several Salesforce partners, Omnivo Digital played a pivotal role in the City of Chicago’s digital transformation. They helped Chicago leverage Salesforce as a key technology solution to replace the legacy 311 system and provide comprehensive training to users and administrators on the new platform. Salesforce Service Cloud, Field Service, and Digital Experience Cloud were leveraged to create a state-of-the-art service request and work order management system that unified citizens, dispatchers, and contractors within a single real-time cloud-based platform.

The Results

The implementation of Salesforce Government Cloud, Field Service, and Digital Experience applications brought about significant improvements for the City of Chicago, enhancing citizen engagement, operational efficiency, and transparency.

1. Streamlined Service Requests: With the new 311 portal built on the Salesforce Digital Experience Cloud, citizens gained a user-friendly interface to report and request service issues efficiently. This streamlined process empowered citizens to engage with the city and initiate service requests seamlessly.
2. Efficient Work Order Management: The integration of Field Service Lightning into the Salesforce platform enabled dispatchers to easily route and schedule work orders with city contractors. This automation drastically reduced the time required for work order dispatch and scheduling, decreasing it from an average of 45 minutes per request to just 5-10 minutes.
3. Real-time Analytics and Transparency: City aldermen now had real-time access to analytics data, providing them with insights into the number of service requests fulfilled within specific periods. This transparency allowed aldermen to be more accountable for taxpayer dollars and make data-driven decisions to better serve their constituents.
4. Improved Case Closure Rates: The enhanced system, coupled with streamlined processes, led to a significant improvement in case closure rates. The percentage of closed cases rose from 82% to an impressive 94%, indicating increased efficiency in resolving service requests.

The City of Chicago’s digital transformation with Salesforce and Omnivo Digital showcased the power of leveraging modern technology to improve citizen services and operational effectiveness. By replacing the legacy 311 system with Salesforce Service Cloud, Field Service, and Digital Experience Cloud, Chicago achieved streamlined service request management, efficient work order dispatch and scheduling, real-time analytics, and improved transparency. This success story demonstrates the value of leveraging Salesforce and expert consultancy to drive digital innovation in the public sector, ultimately enhancing citizen satisfaction and optimizing government operations.

The Challenges

Alliance Advisors, a B2B consulting services company specializing in strategic support for public companies’ annual meetings, recognized the need to expand the use of their Salesforce Sales Cloud platform. They sought to leverage Salesforce to replace their current PORT system’s functionality, eliminate data silos, and streamline their business processes. Alliance Advisors aimed to integrate Salesforce with NetSuite, their financial management system, to establish a unified and cohesive platform from business development to billing. Additionally, they desired to implement a project management system within Salesforce to seamlessly manage projects, track hours, and monitor project progress.

The Solutions

Omnivo Digital, a trusted Salesforce consultancy, engaged with Alliance Advisors to address their Salesforce transformation objectives. They embarked on a project to rebuild Alliance Advisors’ existing Salesforce org, focusing on the following key goals:

1. Salesforce Sales Cloud Configuration: Omnivo Digital set up and configured Salesforce Sales Cloud to replace the functionality of the current PORT system, enabling Alliance Advisors to streamline their sales processes and eliminate data silos. This transformation ensured a more efficient and integrated workflow for their sales team.
2. Data Migration: Omnivo Digital successfully completed a data migration for the current PORT records into Salesforce. This process ensured the seamless transfer of historical data, enabling Alliance Advisors to maintain continuity in their operations.
3. NetSuite Integration: Omnivo Digital implemented a robust integration between NetSuite and Salesforce, creating a cohesive system that unified business development activities with billing processes. This integration allowed for seamless data flow and eliminated the need for manual data entry or duplicate records.
4. Project Management System: Omnivo Digital leveraged the capabilities of the Salesforce platform to implement a project management system for Alliance Advisors. This system facilitated the smooth transition from sales to project execution, enabled efficient time tracking, and provided visibility into project progress, all within a single system.

The Results

The Salesforce transformation project undertaken by Omnivo Digital proved to be a resounding success for Alliance Advisors. The company experienced numerous benefits and continues its engagement with Omnivo Digital under a managed services contract.

1. Enhanced Functionality: Alliance Advisors achieved an expanded and enhanced Salesforce platform, surpassing the capabilities of their previous PORT system. The Sales Cloud configuration, combined with the project management system implementation, provided Alliance Advisors with a comprehensive solution tailored to their specific needs.
2. Data Consolidation and Efficiency: By eliminating data silos and integrating NetSuite with Salesforce, Alliance Advisors achieved a unified system that streamlined their business processes. This consolidation improved data accuracy, reduced manual efforts, and enabled seamless workflows from business development to billing.
3. Improved Project Tracking: The implementation of the project management system within Salesforce enabled Alliance Advisors to efficiently track project hours, monitor project progress, and seamlessly transition from the sales phase to project execution. This enhanced visibility and control improved project management efficiency and client satisfaction.
4. Continuous Support: Since the project’s successful completion, Alliance Advisors has continued their engagement with Omnivo Digital under a managed services contract. This ongoing partnership ensures that Alliance Advisors receives consistent support, updates, and enhancements to their Salesforce org as their business evolves.

Alliance Advisors’ Salesforce transformation with Omnivo Digital exemplifies the power of leveraging Salesforce’s capabilities to optimize business processes, enhance data management, and improve overall operational efficiency. By partnering with Omnivo Digital, Alliance Advisors successfully replaced their existing PORT system, consolidated their data, and gained a comprehensive platform that supports their strategic goals.

The Challenges

Unison, an equity origination company with $5.5B in assets under management, faced significant growth limitations due to their unique equity investment business model. Their existing platform, Encompass, hindered their progress as key performance indicators (KPIs) across the board reached their maximum potential. Unison sought improvements in investment origination, application volume, conversion rates, due diligence time, and time to fund. Despite attempting an integration between Encompass and Salesforce, the inflexibilities of traditional loan origination software prevented Unison from achieving the desired outcomes.

The Solutions

To overcome these challenges and unlock Unison’s growth potential, Omnivo Digital, a trusted Salesforce consultancy, proposed a comprehensive solution. They replaced crucial end-to-end functionalities in Encompass with a Salesforce native solution, leveraging Sales Cloud, Service Cloud, and Digital Experiences. By building all opportunity stages within Salesforce and automating the process, Omnivo aimed to achieve maximum efficiency gains.

Furthermore, Omnivo implemented integrations with various third-party tools such as Mercury, Doma, Laser Credit Access, Box, Skuid, Nintex, and Adobe Sign. These integrations enhanced the functionality of the Salesforce Loan Origination System (LOS) while minimizing the need for extensive custom development.

The Results

The collaboration between Unison, Salesforce, and Omnivo Digital yielded exceptional results, transforming Unison’s business operations and performance.

1. 10x Increase in Equity Investment Origination: Unison experienced a remarkable surge in equity investment origination, soaring from $3M per month to an impressive $30M per month. This significant growth allowed Unison to expand their reach and provide more homeowners with equity investments.
2. 10x Increase in Application Volume: The implementation of the Salesforce native solution, combined with streamlined processes and improved functionalities, resulted in a staggering tenfold increase in application volume. Unison could efficiently handle a higher volume of applications, leading to increased opportunities for homeowners.
3. Improved Conversion Rates: Unison achieved improved conversion rates across all marketing channels, elevating their performance from a mere 1% to an impressive 10%. This transformation demonstrated the effectiveness of the Salesforce solution in capturing leads and converting them into successful applications.
4. Doubled Conversion from Early Stage Applications to Due Diligence: Unison witnessed a significant improvement in the conversion rate from early stage applications to the due diligence phase. The optimized workflows and automated processes within Salesforce facilitated smoother transitions, enabling Unison to double their conversion rate.
5. Decreased Average Time to Fund: Through the implementation of Salesforce and Omnivo’s expertise, Unison successfully reduced the average time to fund by 20 days. This efficiency gain accelerated the funding process, improving customer satisfaction and streamlining Unison’s operations.
6. Rapid Funding for Highly Qualified Applicants: Unison’s partnership with Salesforce and Omnivo Digital enabled the creation of a streamlined pathway to fund highly qualified applicants within a week. This expedited funding process enhanced Unison’s competitive advantage and improved their ability to cater to customers’ needs promptly.

Unison’s transformation with Salesforce and Omnivo Digital exemplifies the power of leveraging innovative technologies and expert consultancy services. By replacing their legacy system with Salesforce’s native solution and integrating key third-party tools, Unison achieved exponential growth in investment origination, application volume, and conversion rates. This success story showcases how Unison can continue to thrive and provide unparalleled equity investment services to homeowners.

The Challenges

IEQ Capital, a prominent player in the financial services sector, had embarked on a tumultuous journey with Salesforce consultancies that was riddled with challenges. Their previous encounters left them disillusioned and disheartened, causing Salesforce to label them a “red account.” This ominous designation underscored their potential departure from the platform due to dissatisfaction. IEQ Capital found themselves ensnared in a recurring cycle – initial promises of astute consultants who understood their business and its intricacies were swiftly replaced by junior-level resources, diminishing the strategic partnership they desperately sought. This inconsistency left IEQ Capital yearning for a fresh approach.

IEQ Capital’s tribulations reached a pivotal moment when their Account Executive proposed exploring the services of Omnivo Digital, a reputable Salesforce consultancy. Recognizing the urgency of their predicament, IEQ’s leadership team engaged in dialogue with Omnivo, sharing their trials and aspirations. This dialogue led to a pivotal decision – a “trial” project with Omnivo that began with a meticulous Org Audit. This assessment unveiled the current state of IEQ’s Salesforce instance and the Financial Services Cloud product. An in-depth evaluation revealed not only their goals but also the “technical debt” haunting the system. Omnivo’s comprehensive report offered a blueprint for rejuvenating the Salesforce org, transforming it into a strategic asset rather than a resource drain.

The Solutions

Omnivo Digital’s Org Audit made an indelible impression on IEQ Capital. The audit’s insights shed light on their Salesforce implementation’s shortcomings and provided a clear way forward. The commitment and expertise demonstrated by Omnivo propelled IEQ to forge a partnership, engaging their services for an extensive 400-hour collaboration over six months. This partnership focused on reshaping IEQ’s Salesforce org to harmonize with their business objectives. Together, they ensured that the Salesforce org accommodated users of all levels, becoming the ultimate source of truth for the IEQ team. Armed with these enhancements, IEQ Capital transformed its operations, delivering unrivaled services to its clients.

The Results

Amid this transformation, IEQ Capital confronted a recurring issue plaguing its operations. Financial Account relationships to Households remained unpopulated or were erroneously wiped out, a problem spanning 4.5 years. Previous attempts at resolution had failed due to improper diagnosis and inadequate solutions. In a remarkable deployment, IEQ Capital and Omnivo Digital tackled this issue head-on. Their collaboration not only resolved the problem but also introduced safeguards to prevent its recurrence. This breakthrough deployment ensured seamless relationship maintenance, free from the CPU runtime errors that marred previous attempts.

IEQ Capital’s journey also encompassed a migration from Aura to LWC for Access Management, coupled with backend automation adjustments. This migration elevated the Operations team’s capabilities, offering enhanced visibility and control over client access and Household documents. The process became swifter, more dynamic, and more logically organized. Beyond speed, automation enhancements reduced the Operations team’s burden by granting access to related records without manual intervention. This transition liberated their focus for more critical tasks, optimizing their productivity.

Another significant stride for IEQ Capital was the transition to the new Data Processing Engine, coupled with Rollup by Lookup configurations. This pairing enabled real-time and scheduled rollups to function more efficiently, ensuring accurate Household values at all times. The impact of these optimizations was profound. IEQ Capital’s Operations team, previously consumed by data investigation and fixes, witnessed a transformation. Their weekly commitment of 20-30 man-hours to address Financial Account, Household, and Access Management discrepancies dwindled significantly. This newfound efficiency allowed the team to concentrate on their core responsibilities, unburdened by data gaps.

The Challenges

UserTesting, a leading provider of usability testing and research tools, experienced rapid growth and needed to overhaul its Salesforce instance to support its expanding business. With $102.2M in annual revenue and a tight timeline to become “public-ready,” UserTesting faced the challenge of majorly revamping its Salesforce Sales Cloud and CPQ products, implementing Salesforce Billing, and improving integrations with internal systems. To achieve these goals, UserTesting sought a partner that could provide ongoing support and help them navigate the demanding requirements of their high-growth phase.

The Solutions

In 2020, UserTesting formed a continuous partnership with Omnivo Digital, a trusted Salesforce consultancy, to address their Salesforce transformation needs. Omnivo Digital provided an augmented staffing structure to complement UserTesting’s existing Salesforce team. This structure involved allocating up to 160 hours per month through a managed services contract, ensuring a dedicated resource pool to support UserTesting’s evolving requirements.

Key solutions provided by Omnivo Digital included enterprise systems work with Salesforce Sales Cloud, spearheaded by two primary Omnivo Digital Technical Architects. These architects were supported by other members of the Omnivo Digital team as needed. The project execution followed the scrum framework, featuring daily stand-up meetings and recurring sprint planning, review, and backlog grooming sessions. This agile approach allowed for efficient collaboration and accelerated project timelines.

The Results

The partnership between UserTesting and Omnivo Digital yielded remarkable outcomes, driving UserTesting’s growth and supporting their successful Initial Public Offering (IPO) in November 2021, which raised over $140M at a valuation of $2B.

1. Augmented Staff Structure: Through the managed services contract, Omnivo Digital provided an augmented staffing structure, ensuring UserTesting had dedicated Salesforce resources available for up to 160 hours per month. This approach bolstered UserTesting’s capacity to handle complex projects and meet demanding deadlines.
2. Salesforce Transformation: Omnivo Digital’s expertise and collaboration significantly contributed to UserTesting’s Salesforce transformation. By overhauling Sales Cloud, CPQ products, and implementing Salesforce Billing, UserTesting gained a more robust and streamlined Salesforce instance that supported their business growth and evolving needs.
3. Agile Project Execution: The adoption of the scrum framework enabled efficient project execution, with daily stand-up meetings facilitating seamless communication and collaboration. Recurring sprint planning, review, and backlog grooming sessions ensured project milestones were met within the tight timeline.
4. IPO Success: With Omnivo Digital’s support, UserTesting successfully executed its IPO, raising substantial funding and achieving a valuation of $2B. The collaboration between the two organizations played a crucial role in UserTesting’s growth and market recognition.
5. Extensive Collaboration: The partnership between UserTesting and Omnivo Digital spanned over 3,000 hours of collaborative work. This dedicated effort showcased the commitment of Omnivo Digital to deliver innovative solutions and provide ongoing support to UserTesting throughout their journey.

UserTesting’s Salesforce transformation with the assistance of Omnivo Digital exemplifies the value of a trusted consultancy during a high-growth phase. By leveraging Omnivo Digital’s expertise, UserTesting achieved a streamlined Salesforce instance, optimized processes, and successfully navigated their IPO. This success story stands as a testament to the power of strategic partnerships in driving business growth and enabling organizations to meet their goals and exceed expectations.

The Challenges

Sun Protection of Florida (SPF), a provider of custom-manufactured motorized awnings and roll-down screens, faced significant challenges in their sales processes. Their manual tasks were scattered across multiple platforms, including Hatch, Gmail, and a proprietary CRM system. The existing sales team was overwhelmed and unable to handle additional sales without hiring more staff. Moreover, they struggled with missed appointments, resulting in a 1 out of 5 initial appointment no-show rate. SPF realized that in order to achieve its growth goals, it needed a scalable platform that could automate processes and create time for its existing team.

The Solutions

Recognizing the potential of Salesforce, SPF partnered with Omnivo Digital to revolutionize its sales operations. To replace Hatch and streamline their workflow, SPF implemented Salesforce Sales Cloud, Marketing Cloud Account Engagement, Digital Engagement, Field Service Lightning, and Sales Engagement. To ensure a seamless transition, SPF’s Salesforce instance was integrated with their existing home-grown CRM system, enabling their sales team to operate in a familiar manner.

The Results

The implementation of Salesforce and the collaboration with Omnivo Digital brought significant improvements to SPF’s sales operations:

• The Sales team now processes leads faster, allowing them to handle a higher volume of leads efficiently.
• Field representatives experience higher job satisfaction, empowered by the enhanced capabilities provided by Salesforce and Omnivo Digital.
• SPF achieved an increase in their lead conversion rate, capitalizing on the streamlined processes and improved customer engagement facilitated by Salesforce.

Through the strategic combination of Salesforce’s powerful suite of solutions and the expertise of Omnivo Digital, SPF successfully overcame its sales challenges, enabling them to scale its operations while maintaining efficiency. By adopting Salesforce, SPF has positioned itself for continued growth and success in the competitive retail and consumer goods industry.

The Challenges

Cerex Advanced Fabrics (Cerex) is a leading B2B fabric manufacturing company situated in the Florida panhandle. With a strong commitment to quality and innovation, Cerex has established itself as a key player in the industry. However, the company faced significant obstacles in its sales operations, relying on fragmented spreadsheets and disjointed systems. Seeking a transformative solution, Cerex welcomed a new VP of Sales to lead the charge.

The VP of Sales recognized the urgency for change and aimed to gain clear visibility into her team’s activities, identify untapped market opportunities, and drive lead generation. Complicating matters, Cerex had a seasoned sales team that displayed skepticism toward adopting new technologies. Balancing the need for data-driven insights and capturing high-quality leads presented a complex challenge for the VP.

The Solutions

Cerex partnered with Omnivo Digital to address their sales challenges. Omnivo embarked on an extensive engagement process, investing significant time in understanding Cerex’s unique business processes, pain points, and future goals. Before commencing the implementation, Omnivo’s solutions team meticulously mapped out the end-to-end Salesforce processes that Cerex would experience, ensuring a tailored and seamless integration.

Harnessing the power of Salesforce Sales Cloud and Salesforce Marketing Cloud Account Engagement, Omnivo provided Cerex with a comprehensive suite of tools to transform its sales operations. Leveraging Salesforce’s cutting-edge capabilities, Cerex gained the ability to streamline marketing initiatives, attract new leads, track and nurture accounts, and empower its sales team with actionable insights. This solution was specifically designed to address Cerex’s needs, ensuring a smooth transition and minimizing disruption.

The Results

After an intensive 8-week implementation period, Cerex witnessed remarkable results. The comprehensive training provided by Omnivo empowered the Cerex team to fully leverage the Salesforce platform. Standardizing marketing initiatives enabled Cerex to attract a consistent flow of high-quality leads. The team now had the means to effectively track, nurture, and convert accounts, optimizing their sales process.

Thanks to Salesforce’s robust reporting and forecasting capabilities, Cerex’s leadership gained valuable insights into the sales pipeline. Armed with accurate data, they were able to make informed decisions, guide their team effectively, and drive quarter-over-quarter sales growth.

With a solid foundation in place today, Cerex is poised for continued success and growth in the ever-evolving fabric manufacturing industry.