Patriot Mills

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.