• Duplicate work from disconnected systems • Using Excel, FileTracTM and NetSuite • Expensive NetSuite licenses required for all users to view balances & transactions • No workflow engine for task assignment • Difficulty recording, sorting & viewing notes • Lack of security, high turn over, no way to control contact and lead list info • No management visibility into lead cycles • Not capturing or tracking leads • Inefficient, manual contract process • No in-field connectivity RAISING THE ROOF BUSINESS WITH SALESFORCE Challenge Solution Result • Automated lead assignment, tracking & approvals • Integration with NetSuite Suite Cloud accounting system automates SOW, PO, will-call order, documentation and approval workflow • Cases for warranty claims provides ability to mass v

Join for free to read