Cloud Creations Implements Account Tracking

VISTA, CA – May 28, 2018 -Pelican Replacement Windows, formerly Pelican Glass Inc, is a full service window company that has been serving the North County area of San Diego since the early 1980’s. In the early years, Pelican Glass mainly focused on supplying residential glass and window products to homeowners and contractors.

CHALLENGE

Pelican had a well-defined Sales Process, but trying to run the company on a day to day basis on spreadsheets and with file sharing platforms was difficult. Pelican wanted a CRM that could track marketing data, demographics, and how customers reached Pelican via an Account Source.

SOLUTION

Cloud Creations met Pelican’s needs by establishing a Salesforce CRM platform for them with:

Custom Opportunity and Account Object Fields with several layout, filter, and tab configuration settings where they could filter and track customer data according to their CRM and business needs.

For any one account a panel would display multiple line items of data that Pelican users could access, upload and share. In field displays they were able to upload unique information relative to items such as whether or not the client was a homeowner, the age of a home that Pelican had installed windows on, income level of the client, age range of the client, and the source from which the client was able to find Pelican. Unique data of this type helped Pelican streamline Account Sources and expand their Opportunities and marketing efforts.

Marketing data in thefield caption below highlights the uniquelayouts that Cloud Creations was able to customize for Pelican Windows data collection and marketing needs.

Cloud Creations also configured several custom layouts on DETAILS panels of the Account Fields that allowed Pelican a clearer visual client profile. An array of Account details for users to utilize helps them understand their clients’ business tendencies better.

RESULTS

Creative data configurations in field settings by Cloud Creations allowed Pelican Windows to capitalize on Account Source Opportunities from various data collecting projects, and marketing and sales angles.

 

 

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