Industry: Healthcare, Professional Services, Technology
Products & Services: Pardot, Sales Cloud, Salesforce Managed Services, Solution Design, Data Strategy, Consulting and Procurement, Data Services (Migration / Integration), Inbox, Salesforce Consulting
Integrations: Bullhorn, Backoffice System
Optimum Healthcare IT is a staffing and consulting services firm working with healthcare providers, payers, software, and life sciences organizations. CloudBlazer was chosen to implement Sales Cloud, Inbox and Pardot (a.k.a. Mareting Cloud Account Engagement) and transition the company from their legacy platform, Sugar CRM. CloudBlazer continues to offer support through our Managed Services Program.
Industry: Construction & Architecture, Consumer Business Services (CBS)
Products & Services: Field Service Lightning, Pardot, Sales Cloud, Salesforce Managed Services, Solution Design, Data Strategy, Consulting and Procurement, Data Services (Migration / Integration), Salesforce Consulting
Orion is a leading specialty construction company providing services both on and off the water through its heavy civil marine construction segment, its industrial segment, and its commercial concrete segment. CloudBlazer was selected to conduct 3 separate projects. Project 1: Sales Cloud and Marketing Cloud B2B Account Engagement Team: Orion Marine & Engineering Sales & Marketing (20 Users) Key Objectives & Success Factors for the Project: • Define Sales processes and requirements and provide a solution design that would effectively measure/enforce the alignment to the client approved processes and requirements. • Admin efficiency gains to provide Sales with more time for current and prospective client selling time • Increased exposure to Sales opportunities and personal optimization/management. • Establish the MVP (minimum viable product) for go-live in the Requirements Workshop to support accelerated implementation needs for the Sales team. • Effective opportunity management inclusive of bidding & pipeline visibility. • Establish single source of truth (data integrity). • Leverage reports & dashboards to increase data driven decisions and accurate forecasting. • Implement Vision-e - Business Card Scanner App so that contacts made at events and trade shows get into Salesforce immediately to support automated tasks for follow up and post event marketing campaigns. Also essential for one-off meetings & contacts made. • Define customer surveying requirements and implement survey tool for customer surveys. Project 2: Sales Cloud and Marketing Cloud B2B Account Engagement Team: Orion Concrete Sales (15 Users) Key Objectives & Success Factors for the Project: • Successful implementation and adoption of Sales Cloud leveraging phase 1 successes and best practices • Effective opportunity management inclusive of bidding & pipeline visibility. • Establish single source of truth (data integrity). • Leverage reports & dashboards to increase data driven decisions and accurate forecasting. • Implement Vision-e - Business Card Scanner App so that contacts made at events and trade shows get into Salesforce immediately to support automated tasks for follow up and post event marketing campaigns. Also essential for one-off meetings & contacts made. • Define customer surveying requirements and implement survey tool for customer surveys. Project 3: Field Service / Service Cloud Team: Orion Concrete Sales (10 In Office Service Advisors/Dispatchers & 20 Field Technicians) Key Objectives & Success Factors for the Project: • Define short and long-term Field Service processes and requirements and provide a solution design that would effectively measure/enforce the alignment to the client approved processes and requirements. • Design a mobile experience for Field Techs that would allow them to easily provide details information to update office / dispatchers on client cases. • Effective Case creation and management that would decrease resolution time and increase effective communication between all Orion employees and customers. • Utilization of Flows in Salesforce to automate manual processes. • Development of Reports and Dashboards to meet Orion defined reporting requirements. • Improve customer satisfaction and measure improved CSat via surveys. We continue to provide Salesforce support through our Managed Services program.
OWL SERVICES (FORMALLY OSCAR W. LARSON)
Industry: Oil and Gas
Products & Services: Solution Design, Data Strategy, Consulting and Procurement
Owl Services, formally Oscar W. Larson, is a full service petroleum and fluid handling equipment contracting delivering "one stop" shopping to meet all design, construction, excavation, remodeling, installation, service, building maintenance, product consultation, and sales needs. CloudBlazer was chosen to lead a Business Process Review and Requirements Workshop to direct them for the next steps of success.
Industry: Financial Services (FS)
Products & Services: Sales Cloud, Salesforce Managed Services, Solution Design, Data Strategy, Consulting and Procurement, Salesforce Consulting, High Velocity Sales
Integrations: Construction Wire
Pace Equity provides capital financing for all types of projects including new construction, redevelopment/renovation, retroactive refinancing, renewable energy and special use. CloudBlazer was chosen to upgrade the existing instance of professional edition Sales Cloud to enterprise edition, implement High Velocity Sales and to optimize their current usage of Pardot. Integration with Construction Wire was also completed within this project. CloudBlazer continues to work with Pace Equity through our Managed Services program.
PARKING MANAGEMENT COMPANY (PMC)
Industry: Travel, Tourism & Hospitality
Products & Services: Pardot, Sales Cloud, Salesforce Managed Services, Solution Design, Data Strategy, Consulting and Procurement, Data Services (Migration / Integration), Salesforce Consulting, Marketing Cloud Account Engagement
Parking Management Company (PMC) is a hospitality parking services provider and commercial parking management company. PMC provides valet, bell, shuttle & self-parking services for hotels, commercial lots and garages, hospitals, and event venues. CloudBlazer was selected to define business processes and sales & marketing requirements, implement Salesforce Sales Cloud and Marketing Cloud to support the growth strategy and goals of the business. We continue to provide Salesforce consulting and configuration support through our Managed Services Program.
Industry: Manufacturing & Distribution, Auto, Energy (MAE)
Products & Services: Sales Cloud, Salesforce Managed Services, Solution Design, Data Strategy, Consulting and Procurement, Data Services (Migration / Integration), Inbox, Salesforce Consulting
Parrish Tire Company is one of the largest tire dealers in the Southeast. They operate wholesale, retail, and commercial truck tire centers in NC, SC, VA, GA, and OH. CloudBlazer was selected to implement Sales Cloud and Inbox with AS400 integration to optimize sales processes and operations across the business. We continue to provide Salesforce consulting and configuration support through our Managed Services Program.
PERFORMANCE PROPERTY SERVICING
Industry: Residential and Commercial Services, Real Estate
Products & Services: Field Service Lightning, Solution Design, Data Strategy, Consulting and Procurement, Data Services (Migration / Integration), Salesforce Consulting
Performance Property Servicing offers commercial property management & maintenance services including custodial cleaning & facility maintenance, landscaping, pest control and cleaning services. CloudBlazer was selected to implement Field Service Lightning to support workforce management.
Industry: Professional Services
Products & Services: Pardot, Sales Cloud, Service Cloud, Salesforce Managed Services, Solution Design, Data Strategy, Consulting and Procurement, Data Services (Migration / Integration), Digital Engagement
Planet Depos is a global court reporting company, providing best-in-class court reporting, interpretation and trial services throughout the United States and abroad. CloudBlazer began their work with Planet Depos successfully integrating Sales Cloud and OMTI RB9 after other partners failed. After the successful integration was complete, CloudBlazer was retained to implement several other Salesforce products.
Industry: Communication, Media & Tech (CMT), Telecommunications
Products & Services: Field Service Lightning, Service Cloud, Salesforce Managed Services, Solution Design, Data Strategy, Consulting and Procurement, Data Services (Migration / Integration), Salesforce Consulting
Integrations: Omnia CRM
Point Broadband offers fast, reliable internet service to residential and business customers in rural and suburban America. CloudBlazer was selected to implement Service Cloud and Field Service Lightning with bi-directional integration with Omnia CRM was integrated into their Salesforce instance. We continue to provide Salesforce support and consulting through our Managed Services Program.
Industry: Construction & Architecture
Products & Services: Salesforce Managed Services, Salesforce Consulting
As a single source provider for both electrical and low voltage services, Preferred Electric works directly with clients to design, build and implement the most efficient and reliable electrical systems. Preferred Electric chose CloudBlazer to provide Salesforce consulting and configurationservices through our Managed Services Program.
