EverWash partners with local car washes to offer unlimited car washes for a low monthly fee. The service provides an end-to-end solution for managing customer interactions and delivering data-based recommendations to enhance customer satisfaction and operational efficiency.
Challenges
Poor initial implementation leading to several issues.
Basic configurations were live, but automations and object hierarchy, especially around Contact and Account relationships, were not up to standard.
Reporting lacked structure, with fragmented data sources making it difficult for leadership to gain meaningful insights.
Solutions
System Reconfiguration & Foundation Strengthening: Restructured main system configurations around security, visibility, and basic automation flows.
Advanced Reporting & Dashboard Development: Developed comprehensive reports and dashboards for sales teams and management insights.
Data Cleanup & Standardization: Cleaned up and consolidated account and contact data to ensure data accuracy and integrity.
Custom Object Architecture for Operational Insights: Architected custom objects to enhance object relationships, resulting in more efficient reporting and dashboard creation to monitor operational KPIs.
Process
Phase 1:
Security & Foundational Automation Optimization: Enhanced security, visibility, and basic automation flows to ensure data protection and better user experience.
Phase 2:
Lead & Opportunity Workflow Transformation: Refactored and developed complex automation flows for lead automations, lead scoring, opportunity assignment, and territory management, optimizing the sales process and lead management.
Phase 3:
Deduplication & Data Integrity Optimization: Implemented deduplication management and reparented contacts to parent accounts through a custom code script, ensuring data integrity and improved account management.
Custom Object Architecture for Enhanced Reporting: Created custom objects to enhance the relationships between existing objects, leading to more accurate and efficient reporting.
Digital Cloud Canada transformed our Salesforce environment, addressing critical issues and optimizing our operations. Their expertise in automation and data management significantly improved our efficiency and performance
Trusted Client
V.P. Business Development at EverWash
Results
30%
Increase
In Lead Conversion
20%
growth
in sales revenue
40%
reduction
in manual data entry and errors due to automation
50%
faster response time
due to automation flows
Other Benefits
Enhanced decision-making capabilities with real-time dashboards and comprehensive reports.
Increased visibility into sales performance and team productivity.
Platform Integration & Data Consistency: Seamless integration of separate platforms, ensuring data consistency and integrity.
Customer Experience Improvement: Improved customer satisfaction with more personalized and timely interactions.
Operational Efficiency & Security: Secure and efficient customer interaction management, reducing administrative workload and enhancing overall operational efficiency.
Enhanced KPI Reporting: More accurate and comprehensive reporting on operational KPIs due to improved data structure and custom objects.
Other Case Studies
25%
Increase
In Appt. Adherence
thanks to timely reminders and follow-up processes, as well as a 40% increase in patient follow-up engagement due to automated communication flows.
