Cloud Creations Implements Construction Company

Newport Beach, CA – August 10th, 2018 – Since 1982, Jon Wayne Construction and Consulting has taken pride in providing excellent and innovative construction services while maintaining integrity and professionalism.

Jon Wayne Construction’s commitment to top-quality products, complete client satisfaction, and long-term professional relationships, is what has earned it the distinction within the multi-family reconstruction industry and beyond.

Challenge

Jon Wayne Construction needed customized leads and opportunities fields configured and integrated into their Salesforce Professional platform so that they could compile and track more data in a single field view without having to use other objects for the task.

Cloud Creations took existing spreadsheets supplied by Jon Wayne Construction and integrated them into their Salesforce for enhanced data management.

Solution

Cloud Creations developed a leads field view with field panel layouts that included contact and opportunity information, job and work details, and email access hyperlinks to Jon Wayne Constructions email server.

See the field integrations in the screenshot below.

Lead fields development included several customized features like check boxes to utilize a single account. It also included functionalities for account activities (arrows pointing left).

Opportunities field views included deeper customized information panels for opportunity pipeline information, project detail, and on the right panel customized activity tracking features.

See these customized features in the screenshot below.

Opportunity field views also incorporated activity tools, expanded record views from a drop-down menu, and expanded opportunity details across the panel view.

See the activity functionalities below.

Results 

Jon Wayne Construction received the expanded field views that they needed with a series of spreadsheet imports and field configurations and implementations executed by Cloud Creations.

Media Contact
Samantha Rogers
(800) 951-7651
[email protected]
https://www.cloudcreations.com