With Salesforce, we can look through the windshield and see what’s coming up, so we can achieve our targets, make the right decisions, and deliver a better customer experience.
Patrick KerriganPresident, Alpha Poly
A 360-degree view of the customer ensures a seamless experience.
With project coordinators able to access the same information as sales, Alpha Poly can provide a seamless customer experience throughout their journey. “Salesforce gives us a 360-degree view of the customer and streamlines the handover process between sales and project teams,” said Kerrigan. “Once the opportunity is closed, Sales Cloud automatically triggers the scheduling of a meeting to ensure everyone is up to speed.”
Project coordinators and quality control teams use Service Cloud to log and review any issues with an order. Automated emails are sent to the customer and internal stakeholders to notify them of next steps and status. “Customers want immediate action if there’s a problem,” said Kerrigan. “With Salesforce, we can provide a better and faster response, which makes our customers feel looked after.”