Kansas Asphalt, Inc. (KAI) is a parking lot construction company headquartered in Bucyrus, Kansas. Their organization has grown from the local scale to a national scale through integrity, diligence, and superior customer service. Their primary services include residential driveway maintenance, large commercial lot replacement, small commercial repairs, and more.
Years ago, Kansas Asphalt’s executive leaders decided they wanted to have an effective, streamlined way to manage their clients’ information. They figured this would best be achieved by implementing a customer relationship management (CRM) software. Additionally, KAI wanted to provide their customers with access to data through a web based customer portal. Functionally, they needed the portal to be tightly integrated with their existing online presence and branding. With specific goals in mind, the KAI team hired a third party developer to create a custom-built CRM software. After this, they hired a separate third party IT company to help with Salesforce management and CRM implementation.
Following the Salesforce implementation, Kansas Asphalt discovered some serious IT issues with the attempt to migrate their CRM. In the new system, users were unable to attach files because there wasn’t sufficient storage space. Another major problem was that users were unable to group similar files together. When the KAI team brought these IT problems to their IT provider, they were told nothing would change unless they paid thousands of dollars more for an upgrade. After paying a small fortune for a custom product that didn’t meet their expectations, KAI’s people were feeling incredibly discouraged.
Kansas Asphalt came to Digital Maelstrom desperate for an IT advisor to guide them out of the mess they were in. We listened, asked questions, then created a plan that would configure their custom built CRM to do everything they wanted and more.
Salesforce Implementation and CRM Optimization Done Right
Digital Maelstrom enhanced the operational performance and stability of their Salesforce implementation with two primary operations services. To address the custom product’s file attachment issue, our software engineers designed and implemented a desktop/mobile friendly tool. This tool uploads a job’s associated files to Amazon S3 and allows both user specified folder grouping and viewing permissions. To optimize their customer portal, we created a user friendly, easy to navigate secured access portal on their main website. Furthermore, for Salesforce configuration we created a companion tool which securely manages customer access to the app. The tool works by pulling specific Salesforce data that Kansas Asphalt wants a customer to see. Then, it displays that information to the customer in the desired format and layout.
Taking time to listen and truly understand how an industry specific company does business is essential for any organization’s IT success. Undoubtedly, every company has a unique set of requirements specific to their industry, location, and people. By taking the time to fully understand our clients’ needs and unique processes, we can most effectively launch our partners to achieve their IT goals.
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