The company was founded in 2020, driven by the ambition of its founders and their vision to create a business in the renovation sector that could offer end clients a comprehensive, all-in-one service.
Delsè is a company that operates in the construction industry and offers both interior and exterior renovation services in the areas of Veneto and Campania.
Its goal is to increase the value of properties through a highly professional renovation service.
The desire to offer quality service in this area stems from the long working experience of all the partners in this very market type.
Architects located between Verona, Mantua, Naples and Caserta often conduct negotiations in a disorganized way.
Inspections are often handled with delays and carelessness by the architectural team.
Site management always presents unforeseen issues and irregularities that are difficult to manage in time.
Monitor negotiations status handled by the company's architects in Veneto and Campania so as to analyze success patterns.
Optimize appointment scheduling for the initial inspection phase so as to shorten the sales lifecycle.
Keep track of job progress, progress of operations, and payments.
We created an opportunity pipeline shared with the architectural team in which to report the status of negotiations and any business notes.
We created the custom object “appointments”: whenever a negotiation ends up in the “inspection” phase of the opportunity pipeline, an appointment task is automatically created in the above object.
We created the custom object “construction site” in which the client can view and manage:
Time duration of the construction site.
Suppliers involved for that construction site.
End client and supplier's payment status for the jobsite.
Reference photos and/or videos for the construction site.
Time schedule, claims and SAL.
Based on the project's objectives and the company’s characteristics, the project team identified the best implementation solutions to fully leverage Salesforce’s capabilities.
We developed the project through weekly SALs (Status Update Meetings), maintaining constant alignment with the client for quick and direct feedback throughout the project’s evolution.
After implementation, we created comprehensive project documentation to ensure that all users could easily understand and follow the implementation logic.
Upon project completion, we conducted an extensive training session on using Salesforce tools customized to the company’s needs.
Sales Cloud
Sales Cloud offers all the necessary tools to manage the business. It enables lead generation, managing ongoing sales opportunities, nurturing relationships with existing accounts, forecasting revenue, setting sales territories, and organizing sales teams.
Community Cloud
Community Cloud connects customers, partners and employees directly to the information, applications and experts they need to do the work. Wherever they are, it enables partners to search for experts, collaborate on negotiations, and access critical information.
Track Negotiations
Centralize negotiations handled by architects in Veneto and Campania so that insights and patterns of success can be gained.
Manage inspections
Enable architects to have a clear view of the technical inspections to be carried out during the weeks.
Manage the relationship with subcontractors
Have a single environment where subcontractors' master records can be viewed, so that their business relationship can be managed smoothly.
Monitor the construction site status
Monitor the work progress for construction sites and the payment status of the end customer and selected suppliers.
Customize the visualization of construction sites
Establish essential objects to be able to track the status of construction sites: documents, quotes for suppliers, the construction log, schedule, claims and SALs.
Training
Provide vertical training to architects so they can optimize the management of negotiations and construction sites.
We have developed automatic rules for managing quotes and opportunities:
Appointment object:
automatically creates a task in the appropriate object from the moment a lead is converted to an opportunity and thus ends up in the inspection stage.
Worksite object:
automatically created from the moment an opportunity is pronounced closed/won. The object allows the company to be able to view the number of construction sites it needs to manage.
We re-created the visualization of the construction site status by monitoring:
Start and end date of the construction site.
Status of supplier and end customer payments.
Construction site documentation.
Quotes for suppliers.
Construction site journal (tracking weeks on the construction site).
Time schedule, Claims and SAL.
We optimized the management of subcontractors by creating:
A dedicated master data in the Account object.
An automatic rule useful for automated fee calculation entitled to the selected supplier for the construction site.
ROMI's Tech team helped Delsè centralize the negotiations of its business by allowing architects to be able to independently manage the customer relationship.
In this way, Delsè can optimize the timing of its negotiation management, taking care of inspections within established and quick timeframes.
Lastly, through the Construction Site object and the customization made, the team has provided a linear setup where the company can analyze the status of work progress regarding renovations to be carried out on behalf of clients. The object makes it possible to keep track of all the relevant information for completing the operations.
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