Salesforce integration with improveit 360 a business management CRM software that helps in driving home improvement with the best Sales, Marketing & Business Management App
5Hr.
Time savings on average per case attended
34%
Jump from previous conversion rates, translating to ~10% YOY growth
26%
Jump from previous conversion rates, translating to ~10% YOY growth
Overview
From scattered records to a single automated flow
What You Need To Know
Swift response and efficient project management play a big role in customer satisfaction and business growth in the storm restoration industry.
Why It Matters
United Construction & Restoration sought to improve its CRM capabilities to manage multiple appointments, track project details, and generate insightful reports.
What HIC Did
HIC Global Solutions helped integrate improveit 360 with Salesforce, customizing the solution to meet the specific needs of United Construction & Restoration’s storm restoration business.
Challenges Faced
Bottlenecks slowing every hand-off
Multiple Simultaneous Requests:
Storm damage often results in numerous repair requests that need to be addressed quickly and efficiently.
Issues in Appointment Management:
Tracking multiple appointments with detailed project information was becoming increasingly complex.
Lack of Analytical Insights:
The company needed better tools for generating insightful reports and analytics to inform business decisions.
Sales Process Inefficiencies:
The existing system lacked automation in the sales process, leading to potential missed opportunities.
About the Company
Based in the Washington DC metro area, United Construction & Restoration is a family-owned storm restoration company formed in 2015. With over 25 years of experience in home improvement, they specialize in siding repairs, window replacement, roof repairs, and roof replacement services.
Share
Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Improveit Salesforce Integration
Integrated improveit 360, a business management software, with Salesforce for enhanced scalability and customization.
Custom Appointment Management System
Implemented a calendar board view for tracking appointment details for the entire week. Also, developed an organized appointment calendar with task lists and customer email reminders.
Sales Automation
Automated the sales process from lead generation to project completion, implementing a three-proposition system for appointment setting, allowing for rejection, modification, or acceptance of appointments.
Project Tracking & Analytics and Reporting
Created a system to manage and track every step of customer relationships, from initial requirements to installation. Integrated business intelligence and analytical reporting tools for personalized dashboards.
Automated Document Management
Developed an automated process for uploading multiple attachments, particularly for project photos.
India 
USA
UK
Canada