Salesforce Customer Successes with Silo

Silo Connectors works with all industries to design, develop, and implement unique CRM solutions.  Discover more about our recent Salesforce Customer Successes.

Abilene Christian University

Abilene Christian University is a private, non-profit university in Abilene, Texas. It is affiliated with Churches of Christ and was originally founded in 1906 as Childers Classical Institute. Silo Connectors began working with ACU on a large reporting/dashboard project. To date, we provide ongoing support that greatly improves the usability and efficiency of their Salesforce instance. Additionally, we streamline the enrollment process advisors admit students using a Customer Community Portal.

Testimonial

"We have been working with Silo Connectors, LLC for well over a year.  In that time, it has become clear that Silo Connectors puts customer service first. Their work has been timely, proactive, and of high quality. Not only does Silo Connectors have an expertise within specific Salesforce applications for day to day workflow and projects, but they also assist in strategy development and creating a big-picture vision."

-Jessica Manning, Associate VP for Enrollment
ACU | salesforce customer successes

Challenge

Salesforce user adoption was low across the Abilene Christian University staff. Also,  the lack of system automation was a large issue for student engagement and managing enrollment. Additionally, ACU was in need of system integration for access to student information. ACU wanted a better way to engage students throughout their education and assist them in a timely manner using the proper resources.

Solution

Silo Connectors worked with ACU to integrate their previous Salesforce instance with the Higher Education Data Architecture (HEDA). In turn, making it easier for staff to adopt Salesforce and engage students at every stage of their journey. By closely collaborating with ACU, Silo Connectors was able to provide expertise and solutions in an industry that is truly unique.

Results

With the adoption of the Higher Education Data Architecture (HEDA), ACU has become part of a larger community of colleges and universities looking to collaborate and change the way Higher Education institutions use technology. The deployment of HEDA workflows have been implemented to ensure the faculty, staff, and students of Abilene Christian University are supported properly and in a timely fashion.

Forward Thinking Systems

Forward Thinking Systems is a worldwide provider of asset tracking and fleet management software. Silo Connectors works with members of their world class sales team to provide high quality, data driven customer quotes. Building on the Salesforce Configure Price Quote tool, FTS sales representatives are now able to quickly build multiple quotes for comparison. Additionally, FTS can now deliver quotes to clients in a beautifully rendered PDF! 

Testimonial

"Silo Connectors knew we had a bad experience with our previous Salesforce consulting partner and really put their focus on outlining our needs before starting the build. Silo was able to help us deploy a robust quoting platform with Salesforce CPQ and visualforce integrations. Now, our reps produce a proposal, along with multiple pricing options, within minutes."

-Matthew Malek, EVP of Sales
Logistics | Salesforce customer successes

Challenge

Forward Thinking Systems was quoting single opportunities with multiple opportunities in Salesforce because they weren't using CPQ. Forecasts were inaccurate due to multiple opportunities rolling into the data. As a result, throwing off sales, inventory, and all reporting. The quote creation time was counter-productive. Lastly, reps were quoting customers on spreadsheets without consistency.

Solution

Salesforce CPQ, DocuSign, customer Visualforce pages were developed and deployed for consistency across pricing and branding. The time to deliver a quote and ultimately receive a response has been greatly reduced. In an industry that prides itself on time and the effective utilization of bleeding edge technology, this functionality has been instrumental in the success of FTS.

Results

Silo was able to streamline Forward Thinking Systems branding and pricing across all sales representatives. FTS now has the option to quote proposals using multiple options and terms. Additionally, we were able to integrate a branded proposal template into their ordering process with the push of a button. To tie everything together, DocuSign was implemented for quick electronic signature and tracking of all contracts.

Choice Business Connections

Choice Business Connections, a subsidiary of Choice Products and Services, is a Nationwide Master Dealer and Distributor for T-Mobile. They provide IoT, M2M, Data, and Voice services for IoT and Solution Providers. Our goal while working with CBC was to implement processes for on-boarding new dealers. Project requirements were to utilize Salesforce Lightning with pathing opportunities to closely follow the Carrier’s on-boarding process. Additionally, Silo was using Visualforce development to create custom proposal templates.

Testimonial

"The Carrier onboarding process is extensive and full of detail. There are so many steps to follow and track, which have to be done in specific order to avoid delays. We worked with Silo to incorporate Pathing into our Salesforce Lightning platform to ensure our employees could follow each step in the onboarding process without mistakes. Silo suggested this idea after listening to our requirements, and it has really reduced onboarding time and eliminated mistakes."

-Nick Moore, Sales Systems Administrator
Technology | Salesforce customer successes

Challenge

Choice Business Connections offers numerous partnership options in collaboration with the wireless carrier. Each onboarding option is extensive and requires specific steps to onboard each partner with the proper approvals and pricing. As a start-up company, it was difficult to train every employee in the onboarding requirements and steps to ensure consistency and avoid delays.

Solution

So partnerships could follow each onboarding step before moving onto the next, Silo chose to implement Salesforce Lightning with pathing. Then, we added a partner commission structure for tracking since each partnership level requires specific structures. Integrating DocuSign for electronic signature of the CBC Terms and Conditions was key. Lastly, the entire onboarding process is automated with Salesforce Lightning.

Results

Choice was able to reduce the onboarding timeframe of their partners significantly with alerts at each step, automation for approval submissions, and DocuSign for managing contract redlines. Automations, custom Visualforce developments, and integrations help CBC scale growth as a start-up organization. CBC systems were also able to improve the overall onboarding experience for the carrier.

Better Health Partnerships

Silo Connectors portfolio of Salesforce customer successes proudly includes non-profits. Better Health Partnership is a 501(c)(3) multi-stakeholder Health Care Improvement Collaborative. With the Robert Wood Johnson Foundation as part of its national Aligning Forces for quality initiative, Better Health was established in 2007. Members include health care providers and systems, insurance plans, employer groups, and community organizations. The primary goal being the transformation of health care to achieve better care, better health, and lower costs.

Testimonial

“Thanks for all of the ways you are helping Better Health find organization and  become more efficient. Getting the data into SF has been long and pain staking, but I know the result will be worth it.”

-Jonathan S. Lever, MPH, NRP
Healthcare | Salesforce Successes

Challenge

Gathering information about providers, practices, and outcomes is critical. Better Health had to be able to identify and report on trends happening during the transition from volume to value. Prior to their engagement with Silo Connectors, Better Health was storing this information in spreadsheets. Access to information was very siloed. Additionally, no one knew which version of the spreadsheet was the most current. As a result, organization was a huge problem. 

Solution

We made the recommendation that Better Health Partnership consider Salesforce. More specifically, apply for the free license grant from Salesforce.org. to help them coordinate their business activities with their member practices. Next, Silo Connectors deployed the Non Profit Cloud to permit them to track their program around Practice Coaching and Consulting. Pilot programs reformed the payment and delivery system, along with their Learning Summits.

Results

After migrating thousands of records from various sources of data, Better Health Partnership has a clear view of what program offering each member practice and health system is participating in. The staff members at Better Health Partnership can now view summary data on each member. As a result, improving customer service, organizational effectiveness, and bottom line financial contributions from their members.

GEMCO Medical

Founded in 1992, GEMCO Medical has been in the healthcare distribution business for more than 20 years. Our experience allows us to share invaluable industry insight and product knowledge. As a privately owned family business, GEMCO prides itself on offering personalized service with dedicated representatives. GEMCO's goal is to help you grow your business by knowing your business.

Testimonial

"I just want to say what a great experience it was working with you and Silo Connectors. I appreciate your professionalism and patience and realize our organization was not the most expedient with regards to launching the live environment. Again, I appreciate your patience. Our experience with your firm has been nothing but positive, and I look forward to working with you again in the future. "

-Richard Kern, Gemco Medical
Medical Salesforce solutions

Challenge

GEMCO Medical’s sales team was struggling with pricing due to varying margins on a range of low margin commodity products and higher margin value products. Sales cycles were greatly lagging due to reps having to go to management to request higher discount levels on large quantities and higher margin deals. Therefore, Gemco was in great need of more efficient processes. 

Solution

Silo Connectors developed a method for the sales team. Now, they could select from ten different price books with varying levels of discount. In order to move to higher levels of discount, we created workflow rules to notify sales management of the need for a deeper discount. Then, sales reps would receive a yes/no/discuss response.

Results

Our team was able to reduce the time to request and get approval on discount requests by 70%. Consequently, customers could get an answer on a discount request significantly faster and prevent them from seeking additional medical distributors. Now, management has clear insight on the details for reporting and forecasting and can streamline quoting and tracking processes. 

Finite Fiber

Finite Fiber is a leading source of natural and synthetic cut fibers, pulps, and flocks for rubber and plastics industries. Through precision cut fibers, we can design, manufacture, and assist in the process of improving a formula’s general or specific performance requirements. Finite Fiber makes the component that gives Kevlar its strength.

Finite Fiber began their journey as the global authority on fibers in 1921. The Ekus family saw an opportunity to create a use for the large volumes of textile materials that the growing tire industry in Akron, Ohio, was using. With creative thinking and hard work, they began creating ways to precision cut these fibers and other textile fabrics for use in a variety of engineered products.

Now, Finite Fiber is a company of dedicated professionals who utilize a growing list of engineered fiber products and sophisticated chemistry to transform ordinary rubber into unique compounds for specialized applications. Fiber makes rubber and plastics better! Finite Fiber is innovating fiber technology daily.
Finite Fiber | Salesforce Customer Successes

Challenge

There was not a current CRM for Finite Fiber. Instead, they were tracking everything through email and spreadsheets. Understandably, Finite's team was making errors across the different versions of spreadsheets. Due to the archaic processes and breakdown in communication, there was a lack of follow-up on opportunities. Lastly, they were losing revenue because of inconsistent, manual tracking methods.

Solution

We decided to implement Salesforce Professional Edition and Salesforce1™ Mobile App with custom fields specific to Finite Fiber’s business requirements. Automation processes sent the necessary employees alerts regarding call logs for a thorough review of daily communications. Lastly, we used Salesforce Calendar so information and meetings were consistent through a single entry.

Results

We reduced the time spent on spreadsheets by 4 hours per week. Silo was also able to significantly reduce errors by using Salesforce and getting rid of spreadsheets. Alerts were able to reduce the amount of emails required to fulfill requests. Now, reporting is available and automated rather than referencing versions of spreadsheets. Plus, leads and opportunities are trackable and accessible in the field through the Salesforce1 Mobile App.

Community Energy Advisors

Community Energy Advisors serves commercial, government, and affinity companies of all sizes looking to make smart choices to manage their natural gas and electric power needs. CEA is built around teamwork and an entrepreneurial spirit. Its founders bring a diverse set of skills and experience from business, industrial, and government backgrounds.

Unlike other energy consultants and brokers, Community Energy Advisors is built around analytics and modeling. We deliver Education, Protection, and Savings through our research, insight and information derived from various respected industry sources combined with our own primary source research and analysis. Through their unique approach to energy procurement and management, they improve the energy economics of residences, small businesses, and industrial-sized customers alike.
Energy | Salesforce Customer Successes

Challenge

Tracking thousands of client power bills and supplier commissions annually, Community Energy Advisors was overwhelmed in the amount of data and spreadsheets needed to run the business. There was a breakdown in information due to the manual processes they were relying on for billing, support, and customer service requests. Growing the company was a priority. However, without automation and consistency, it was a challenge.

Solution

Silo Connectors worked with Community Energy Advisors to build their Salesforce instance from out-of-the-box to a fully developed platform to store and manage their information in one location. The project began as a startup customizing standard objects and loading contacts. Then, it progressed to building custom objects to properly track bills and annual usages, monthly commissions received in and paid out, and multiple contract types.

Results

Reports and workflows were created to automate data flow processes and provide key statistics to the CEA team. With the help of Silo Connectors, CEA could now select a tool for capturing the massive amounts of data on the gas and electric bills. Now, CEA could automatically populate custom fields in Salesforce for analysis by CEA executives. Hundreds of labor hours were eliminated by implementing Salesforce automation with electronic signature capture.

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