Customer Background
McGarr Service Corp. is a commercial, institutional, janitorial cleaning service corporation offering building services, maintenance, housekeeping and carpet and floor cleaning, polishing and waxing. The company also offers security contracting and provides service 365 days per year.
Areas of Implementation:
- Sales Cloud
- Data Migration
- Professional Services
What was the Business Need?
McGarr was in need of a more comprehensive CRM solution as opposed to just a contact database which they had been using called ACT. They also needed to implement custom business process.
How Did LizzardTech Help?
- Up and running in a few short weeks – this is a fast-track deployment of core features – Single Lead Qualification Process
- Data Migration from Act-On to Salesforce – using ETL tool for data extract transformation of prospects, leads, activities and notes
- Guidance and expertise on how to best leverage Salesforce to support your business processes and avoid costly mistakes
- Implementation of best practices around usability and data quality
- Customized end-user training with hands-on examples that drive adoption
- Designed for Professional Edition
Results
- Act-On’s integration with Salesforce makes it easier for marketing to deliver more highly qualified, sales-ready leads to the sales team
- Reporting and analytics that provide visibility to the Key Performance Indicators (KPIs)
- Faster lead conversion and response time to prospects – Lead to Cash process establishment
- Track marketing campaigns across all channels
- Read the relevant insights one can act on, and write and track emails from the CRM
