Case Study: Backyard Products streamlines Salesforce order and lead management with Softsquare

Backyard Products streamlines 600-contractor workflows with Softsquare

Backyard Products, a US-based manufacturer of backyard equipment, faced challenges integrating its systems with major retail partners like Home Depot and Lowe's via Salesforce. Their inefficient processes for managing a high volume of low-quality leads and coordinating orders and communications across a network of hundreds of contractors required significant time and resources. To address this, they enlisted the vendor Softsquare to implement solutions using Salesforce Sales Cloud.

Softsquare designed automated workflows within Salesforce to streamline operations. For order management, they built a system that notifies contractors and clients via text, schedules site surveys and installations, and escalates unresponsive clients. For lead management, they created an automated text response system to filter and qualify leads, converting interested contacts into opportunities. As a result, Softsquare's solution integrated partner systems, automated key processes, and saved Backyard Products considerable time, manpower, and resources, thereby enhancing their Salesforce ROI.

Backyard Products