It’s hard to scale up a business with multiple systems and disparate data. To collaborate across the business, teams need access to the same information - and if they don’t, it can lead to inefficiencies. For example, Seasonal Impact used to have a communication issue between account managers and the estimating team. When looking to upsell new services, account managers struggled to get information to the estimating team in a timely manner, causing delays to quotes. So, they built an app on a platform that integrates seamlessly
with its CRM system.
Using the app, account managers can input their upsell ideas as they peruse a property, and the information is transferred directly to the estimating team. Thanks to the new process, Seasonal Impact has reduced timeframes by more than 50%. “With standardization, automation, and integration, we can ensure the whole company is following best practices,” confirms Keegan Andreas, Executive Vice President at Seasonal Impact.
To further optimize efficiency, the company is testing an integrated mapping solution
that will help simplify route planning for account managers and maintenance teams as they travel between customer sites. Seasonal Impact also plans to integrate its finance systems with the business platform to provide a 360 view of customer information.