Founded in 2004 and specialized in domestic and industrial cleaning, Paracas Group Srl is a professional cleaning company that offers its customers an all-round service. Through continuous updates and specialized training for its staff, tailored to each type of intervention, the company is able to provide a complete range of modern, effective, and, most importantly, legally certified cleaning services.
Paracas Group focuses specifically on:
Domestic and industrial cleaning for offices, companies and businesses.
Housekeeping for hospitality facilities.
Optional additional services.
Little awareness of critical issues and improvement areas in the sales section of the company.
The current management system makes some routine sales processes, such as drafting quotes, cumbersome.
The existing system does not provide an immediate view of the number of quotes each salesperson is handling.
Optimize and simplify the process of handling customer requests and manage a larger pool of customers.
Optimize the creation of customer quotes through customized templates.
Keep track of quote and final order progress once customer approval is received on the submitted offer.
We created an appropriate pipeline shared with the sales team where they could report the status of negotiations and any sales notes.
We created a specific pipeline to manage quotes and a custom “protocol number” field to track offers and orders: each time a quote moves from the “submitted” to “accepted” stage, the protocol field's suffix is updated from OFF (offer) to ORD (order). In this way, the client can monitor how many of the submitted quotes turn into orders to be handled.
We have created a custom template for quotes in which the client can see and manage:
Customer assignment subject.
Any sales notes in the margin.
Job management notes for each service chosen by the customer.
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.
Track Sales Negotiations
Centralize sales negotiations, extracting insights and identifying success patterns.
Manage quotes
Enable sales to have a clear view of the quote creation process to be delivered to the final customer.
Centralize all business data
Create a unified environment where the employee and supplier databases can be easily accessed and managed.
Monitor the status of quotes
Track the progress of submitted quotes using the custom field "protocol number" to update and monitor their status.
Quickly manage the start of work
Monitor through a specific pipeline the progress or lack of progress of submitted quotes and manage all “accepted” quotes.
Training
We provided in-depth training to the company on how to effectively manage negotiations and optimize the use of Salesforce tools.
We designed automated rules to manage quotes and final orders:
“protocol number” custom field:
we have rewritten the logic of protocol number operation as per their management within Salesforce. The suffix switches from OFF to ORD from the moment a quote is accepted.
Automatic Rule Closed/Won:
Whenever a quote is moved to the “accepted” stage, the associated opportunity is automatically added to the Closed/Won stage of the appropriate pipeline.
We have recreated the quote template as per their usage in the business management system:
Quote Subject.
Business notes in the margin of each quote.
Job notes for each service selected by the customer.
We optimized employee and supplier management by creating a dedicated master data in the employee and supplier objects.
The Tech team has helped Paracas Group centralize the negotiations of its business by allowing sales to be able to independently manage the relationship with the customer.
Additionally, Paracas can now optimize the timing of management for submitted quotes, ensuring project kick-off within the agreed deadlines, thanks to the new structure in place.
Lastly, through the customization of the quote's layout and through the creation of the custom field “protocol number” , the process of managing quotes and initiating projects has been fully automated.
The client can therefore see, at a glance, how many of the submitted quotations have turned into actual orders to be handled.
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