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Industry: National Security System Integrator
Computers & Electronics
Network Security Products
"From our first meeting with Red Sky Solutions Sales team they let me know what Salesforce could or could not do for my business. They understood and continue to understand my business and needs. Red Sky Solutions helps us design a better tool monthly to help our salespeople become more efficient with their time."
Solution
Professional Edition – upgraded to Enterprise Edition
Sales Cloud and Mobile. Custom developed quoting tool on the force.com platform.
Challenges
  • Needed flexible platform – Goldmine system had connectivity issues
  • Everyone had own data in Outlook and Excel – information could not be shared
  • Lacked visibility and access to sales information from multiple departments
  • Needed to track opportunities – did not want to manage every detail (needed tasks)
  • No centralized visibility of products and projects to quote –elaborate spreadsheet emailed to everyone
  • Data needed to be typed in, no visibility of forecasting, no centralized solution
Results
  • Increased volume of quotes sent out daily and a better record of all pending deals
  • Decreased re-typing of quotes, fewer errors, current pricing on quotes
  • Sales forecasting accuracy increased
  • Increased visibility of opportunities pending and the products being offered
  • Reduced management time of overseeing every marketing detail
  • Enabled multiple inputs from various teams in a centralized opportunity
  • Visibility of current pricing of products (3 – 10 vendors on each quote)
  • Can now easily duplicate quotes with associated roles to enable us to produce internal installation documentation for our service team
  • Faster personnel decisions based on visibility of performance details 




“Red Sky Solutions did a wonderful job of taking our complex electronic spreadsheets we used for pricing, commission structure and quoting and integrated these in Salesforce.

By having our vendors’ current pricing in Salesforce we are able to increase the accuracy of quotes, also making them duplicatable which has saved us countless hours in servicing our customer’s needs during large multi-location roll outs.”

“With the use of Red Sky Solutions’ Service Packs we did not need the expense and time of hiring and training a System Administrator – we call the experts at Red Sky, they know our business and Salesforce and take minutes to make a modification and change to our process that might take us hours of trial and error attempts to accomplish the same result.”

Jim Kauker
Executive Vice President & Chief Sales Officer
NAVCO Networks and Security