Kanas Asphalt used to conduct their customer relationship management (CRM) through a custom-built software product that they had developed for them by a third party, and they were looking for IT assistance with it. Later, a different third-party orchestrated a migration of their CRM to Salesforce, including management of KAI’s customer accounts, opportunities, and jobs, but afterward, KAI discovered some shortcomings in the implementation. Each of their jobs has many associated documents and photos, and the Salesforce-provided method of file attachment did not grant sufficient storage space and did not allow for grouping into folder hierarchies without an excessively costly upgrade. Additionally, KAI wanted to provide their customers with highly curated access to relevant and appropriate Salesforce data through a web-based customer portal that would be tightly integrated with their existing online presence and branding.
Kansas Asphalt is a formerly local civil construction firm that has grown to a national presence through integrity, hard work and superior customer service. Their services range from residential driveway maintenance to small commercial repairs to large commercial lot replacement and beyond. Particular areas of expertise include asphalt paving, concrete paving, construction management, ADA compliance, asset management, and stormwater drainage. For each customer, a dedicated project manager, who is the single point of contact, ensures that their project stays on time and on budget and that their doors stay open.