Case Study: CapStone Solutions streamlines project tracking and contract automation with SMBHD and Salesforce

CapStone Solutions streamlines project and contract workflows with SMBHD

CapStone Solutions, a telecommunications company, faced a challenge with an inflexible system that could not support its solar, generator, and roofing business divisions or generate customer contracts. SMBHD provided a solution utilizing Salesforce Sales Cloud and a DocuSign integration to create a customizable and automated platform.

SMBHD built a custom Salesforce org with automations to streamline project creation and data entry, and integrated DocuSign for contract generation and e-signing. This provided CapStone Solutions with a single, adaptable system to maintain all customer data and project information, resulting in improved tracking and reporting on key project KPIs.

CapStone Solutions