“With Salesforce, we can take an enterprise-standard approach without losing the spirit of Steelworks Design.”
Steelworks Design grows smarter and faster with Salesforce
Steelworks Design was founded in 2002 by two partners who wanted to flex their innovation muscles to bring bespoke designs to their customers. With its roots in the automotive sector, the company now designs solutions across numerous industries, from food and pharmaceutical to and energy and utilities.
The business is founded on warm handshakes, not cold calls.
“As well as making sure we’re getting back to customers quickly, Salesforce helps us to be more predictive too,”
Digitalization replaces hours of manual effort with a few clicks.
After several weeks of research, presentations, and talking to other users, Duncan and her colleagues decided to roll out Salesforce. “With Salesforce, we saw the opportunity to replace hours of manual effort with just a few clicks,” said Duncan.
Faster quotes and better reporting make sales more efficient.
Every customer interaction is logged in Sales Cloud, giving the company a comprehensive customer history and helping to drive a more joined-up experience across departments. “As well as making sure we’re getting back to customers quickly, Salesforce helps us to be more predictive too,” said Duncan. “For example, we can see which quotes turned into sales and prioritize quoting for jobs we’re more likely to win.”
The quoting process is one of the key areas that Duncan has streamlined with a digital process - once a minefield of manual spreadsheets, quotes can now be created and adapted from templates built into Salesforce. “We’re sending out twice as many quotes than this time last year, and customers are receiving more polished, professional-looking documents and faster,” confirmed Duncan.
Automation frees up the team to be more creative.
Communicating with customers, prospects, and company stakeholders is also easier with Salesforce. Steelworks Design is using a solution from the AppExchange to send out monthly eblasts. “Our email campaigns vary from very targeted communications to generic newsletters that go to all stakeholders, customers, and prospects. For example, we recently sent out information on our work with collaborative robotics to keep all of our contacts up-to-date on the latest trends,” Duncan added.
With such processes streamlined and automated, the team is free to be more creative, drive continuous improvement, and prepare for the future. Next, Duncan and her colleagues are planning to integrate Salesforce with their ERP system and investigate how Einstein can make sales more intelligent. “We may be an SME, but with Salesforce we can take an enterprise-standard approach that supports our growth ambitions without losing the spirit of Steelworks Design. We can stay efficient, scale quickly, and offer a seamless, consistent, and professional customer experience.”