Case Study
Anvil
At a glance
Simplus built a custom activity tracker object and a contracts management object within Salesforce to ensure Anvil’s new Salesforce setup was tailored to its needs. Simplus also provided a complete Salesforce training program.
Services
The Challenge
Anvil Corporation was new to Salesforce and sought help implementing Sales Cloud properly for its organization. Having never used CRM before and needing to automate their sales workflow, Anvil chose Simplus to reduce their implementation time by using Agile development. Anvil required basic functionality and custom object development, system-wide training, opportunity tracking, and sales workflow management through Salesforce.
About Anvil
Anvil is a 100% ESOP-owned firm providing full-service engineering, design, procurement, and project/construction management services. Its current portfolio focuses on the many service facets of petroleum and petrochemical refining.
Headquarters: Bellingham, Washington
Website: www.anvilcorp.com
The Outcome
In less than three months, Simplus developed and helped Anvil deploy Sales Cloud, customized specifically to Anvil’s needs and requirements. Additionally, we built a custom activity tracker object and a contracts management object within Salesforce to ensure Anvil’s new Salesforce setup was tailored to its needs. We also provided a complete Salesforce training program.
360-view of customer
Ability to track and report all customer touches
Salesforce training
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