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Customer Story

A proposal system that automates the whole process of proposal generation, sends the Scope of Work right from the system, and includes emailing capability from inside Salesforce.

Company Profile

BMS offers commercial janitorial and cleaning services, security services, and architectural restoration. For over 30 years, the BMS family of companies has provided its services to more than 100 million square feet of real estate across six markets, serving the largest commercial real estate and Fortune 500 companies in the nation. BMS is the industry leader in sustainability, holding more green certifications than 99% of industry peers, with a mission to create clean, safe, and eco-healthy building environments. The company focuses on quality, sustainability, and technology.

The Challenge

BMS, leading building maintenance service, was facing challenges in getting proposals out efficiently. In the course of business, a salesperson would meet the client, walk the space with them to gather their requirements, and then had to go back to the office to create the proposal, print, scan, and send it to the client for signing. There was no consistency in the way that proposals were being put together either. Adding to that, all the accounts were centralized in their accounting system only, so the sales team could not access this information in a place best suited to them. BMS wanted their salespeople to be able to send the proposal right from their mobile devices while still with the client. They needed App Solve to build a proposal system that would automate the whole process of proposal generation, send the Scope of Work right from the system and include emailing capability from inside Salesforce, thus reducing time lag and increasing efficiency, and ensure that more business is acquired and faster.

The Solution

With BMS’s improved productivity and customer management end goals in mind, App Solve configured their core CRM system and built solutions to enable the seamless flow of the information collected from the worksheet onto the proposal, scope of work, and into their Salesforce org. By integrating Conga Composer and DocuSign into their system, App Solve facilitated easy generation of customer-facing PDF Proposal, also enabled for electronic signature capability. The Salesforce1 mobile app was configured to allow mobile management proposals and communication templates were set up for quick, efficient customer communication. Additionally, App Solve constructed custom reports providing BMS access to real-time information on the system & the business, and provided support via testing, documentation, and training plan in order to maximize user adoption and ROI on the new system.

The Results

Post implementation, BMS was able to centralize all their accounts into their Salesforce org, ensuring that everyone had easy access to the information they needed in one place. The changes made also enabled BMS to adopt a more standardized proposal format and business closing process. Both proposals being generated and signatures being acquired much faster than before has resulted in a huge efficiency gain for BMS. The sales teams in particular are finding the new system very helpful in improving their productivity.

Solutions Utilized:

Sales Cloud

Over time, your business changes, and App Solve enables you to continue your hockey stick growth by consulting on your current Salesforce.com system and potentially ‘Re-Optimizing’ your Salesforce platform.

Custom Solutions

Whether we’re building custom applications in Salesforce like in Chatter, building API integrations from scratch or custom 3rd party application integrations – we bring technology to the business to ensure all company objectives are exceeded.

Propose2Project

Using the world’s #1 CRM, Propose2Project builds your consulting proposals, right in your CRM. No need to work with Word and PDF anymore. It’s automatic! Automated invoice creation and project/job creation supercharge efficiency and delight your customers.