Sun Protection of Florida (SPF)

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.