How we helped double leads and

boosted sales by 20% for our client

Overview

A home improvement company specializing in selling and installing energy efficient products noticed that their lead generation was plateauing. Our client’s processes for capturing, nurturing and converting leads to sales evolved and expanded over many past years of growth, adding overhead which reduced flexibility and scalability in their lead generation process. The company thought there must be a better way and that it’s time for an upgrade. This is where we came in.

The Challenge

Time

consuming process for lead management

Stagnant lead generation

Limited visibility into records of existing prospects

Inefficient internal communications

Manual and slow reporting methods

How It Was Solved

After a thorough review of our client’s situation, we recommended that the best fit solution would be a custom Salesforce implementation. This was seen as a huge undertaking from a no CRM tool to a custom Salesforce solution by the client’s team. A cloud-based CRM platform tailored to their requirements will modernize and update almost every order processing and billing process for their team. We worked closely with the client’s team leads to ensure we focus only on the critical changes first, and iteratively adopt and instil new fields, process and changes so their people are comfortable with the evolution and to not disturb their current manufacturing and delivery operations.

We identified and modernized their key processes, starting by migrating their entire sales and marketing data to Salesforce Sales Cloud. The implementation included:

• Company pricebooks integrated in Salesforce for convenient pricing

• Custom reporting and performance dashboards

• Streamlined appointment scheduling to assign reps based on customer location

• And ongoing training and clear communication to the organization at each step of the process.

The Results

Our client saw immediate results in two specific KPIs: a 50% increase in leads and a 20% increase in sales monthly. This was largely attributed to the process efficiency improvements achieved by the Salesforce cloud solution. Automation reduced the manual entry and data copying steps necessary to generate, nurture and close leads. In addition, the cloud-based custom Salesforce solution enabled teams to dive into the data to identify trends and receive actionable insights, putting them in a position to scale further.

Organizations around the world trust us

Hear from

our clients

Hear from our clients

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors

Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).

Ben Crawford

Senior Product Manager at Enova Financial

I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.

Mark Friedgan

CEO at CreditNinja

Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.

René Pfitzner

Co-Founder at Experify

Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.

Bruce Burdick

Chief Information Officer at Integra Credit

We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.

Jemal Swoboda

CEO at Dabble

The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.

Arthur Tretyak

Founder and CEO at IntegraCredit

With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors