Recognizing that its disparate data needed cleansing before the company could gain real value from it, AGI underwent an extensive data governance process, using automation solutions to cleanse and deduplicate its data before importing it to Sales Cloud.
With Sales Cloud, AGI gained a comprehensive and accurate customer list for the first time, which helps it sell more collaboratively across teams. As well as improving visibility, Sales Cloud simplifies processes with greater automation. “Our commercial side has a complex quoting and sales process. Our customers are often responsible for large commercial facilities and deals can be worth tens of millions of dollars,” said Kapilik. “We’ve simplified the bid review process by creating a fully automated solution in Sales Cloud.”
Using Salesforce’s low-code platform, AGI is gradually extending automation to
more departments. “I really like that Salesforce is a development platform at its core, with ready-made applications available or the ability to build your own - and it all integrates,” commented Kapilik. "It can take months to custom build a basic application – with Salesforce, our developers
can deliver apps in weeks or less!”