janitorial services, inc.

Salesforce CRM Quickstart & Sales Cloud Implementation

The Client

Janitorial Services, Inc. (JSI) was started in 1970 by Ronald Martinez Sr. in Cleveland, Ohio, and is still family-owned and operated by Ronald Martinez Jr. (President).
 

Since 1970, JSI has developed a reputation of being one of Ohio’s premier janitorial providers, offering high-quality, cost-effective building solutions. As of today, JSI currently employs over 1,000 professionals, and have grown their customer base to over 200 accounts throughout the entire state of Ohio.

The Problem

JSI was operating on an outdated platform (ACT!) that was not scaling with the rapid growth of the business. Client sales representatives did not have access to a mobile platform, so data visibility while in the field was limited, Delays in accurate and updated information being entered into the system affected the sales pipeline, forecasting and reporting.  The organization didn’t have a centralized system to record client information, so time and productivity were wasted trying to verify the correct information and to find activities related to accounts. JSI was utilizing Mailchimp for their email marketing campaigns, but their CRM would not integrate with it to allow for proper email targeting and contact management.

 

The Solution

JSI engaged Summit Technologies to migrate from ACT! to the Salesforce Sales Cloud CRM and integrate Salesforce with Mailchimp.  Summit Technologies delivered a solution that allowed JSI and their employees to:

  • Have better visibility into their Accounts from both the office and while in the field

  • Easily schedule a series of follow-ups with an Account or Prospect

  • Be alerted when a Contract is up for renewal

  • Automatically add Contacts to Mailchimp email campaigns based on criteria

  • Use an integrated email platform to deliver content to Leads and Accounts

  • Track activities for Accounts and Contacts

  • View and manage Sales pipeline

  • Have a single source of truth for Accounts, Contacts, Opportunities, Contracts and Activities

  • Be positioned to further extend the solution to drive efficiency in their growing business

 

The Result

Janitorial Services, Inc., was very pleased with their new instance of Salesforce and started realizing the benefits of the new system immediately.  Summit Technologies remains engaged with the client to ensure proper adoption of the system, and to assist with any further customizations and training.