Case Study: GBR Metals boosts field sales efficiency with Softsquare’s Salesforce solutions

GBR Metals simplifies field sales into 3 screens with Softsquare

GBR Metals, a medium-level steel manufacturer in South India, faced a challenge with their field sales teams who struggled to navigate complex Salesforce applications for data collection and site visits. This complexity hindered their on-field efficiency, prompting them to partner with vendor Softsquare to simplify and optimize their existing Sales Cloud and Salesforce Maps tools.

Softsquare implemented a solution using Salesforce Flows to automate and simplify data collection, reducing the process to just three screens. They further complemented this with tools from the AppExchange, including Knowlarity for calls and 360 SMS for customer outreach. As a result, GBR Metals' sales reps were able to manage their work and time more effectively, achieving their goals faster. The management also gained better visibility into sales activities through improved reporting and geographical data visualization.

GBR Metals