Case Study: a roofing services provider improves Salesforce reporting and PO workflows with ScienceSoft customization

a roofing services provider improves Salesforce reporting with ScienceSoft

The customer, a US-based roofing services provider, engaged ScienceSoft to customize their Salesforce Sales Cloud solution. Their challenge involved needing better reporting on team efforts and material usage, more convenient visibility into revenues and expenses, and streamlined processes for warranty emails, invoices, and purchase order approvals.

ScienceSoft implemented a comprehensive Salesforce customization. Their solution included creating new report types and dashboards for financials, automating email triggers for payments, enabling custom templates for warranties and invoices, and digitizing the mobile-friendly purchase order approval process. An additional health check optimized faulty automated processes. As a result, the roofing services provider gained significantly better visibility into operations and performance, streamlined their key sales processes, and improved the overall transparency of their financial and project tracking, all thanks to ScienceSoft's work.