Aquascape
Role
Solution architecture
Data migration
Training
Configuration
Automation
Industry
Enterprise
Technology
Salesforce
partner since December 2018
See the Full Landscape with Salesforce
about
Aquascape’s vision focuses on an ecosystem approach to water features that relies on the most natural balance of circulation, filtration, plants, fish, and rocks and gravel to ensure sustainability. As a natural evolution, Aquascape strengthens and cultivates its commitment to the environment and the responsible use of water.
key outcomes
Actionable data-driven insights
Sales performance management
Sales operations efficiency
the challenge
Aquascape was looking to move to Salesforce from another CRM product. They were having trouble seeing the full scope of opportunities as well as tracking interactions with individual accounts and contacts.
the solution
Synegen implemented Salesforce Sales Cloud licenses with integration to Aquascape’s email. Salesforce was configured to align to Aquascape’s specific sales process. The Aquascape team was able to see leads, contacts, accounts, and opportunities in a clear view. Reports were developed to track customer interactions as well as how individual and team sales were progressing over the course of the sales cycle. Portions of the sales cycle were automated to allow the Sales team to focus more on selling and less on the setup of their pipeline.
the result
Since the implementation of Salesforce, Aquascape leadership has been able to see how individual sales reps are performing on a daily basis. Additionally, sales can be tracked from identification to close along with customer activity. Management has a single system for reporting, pipeline and a 360 degree view of different customer types and their progression.