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Case Study

Salesforce.com’s Sales Cloud Enterprise Edition exported Weston Wood Solution’s data and imported it into Salesforce

Company Profile

Weston Wood Solutions is an innovative and diversified supplier of lumber and engineered wood products to window and door manufacturers as well as specialty millwork industries in the Americas, Europe and Asia. As a proud supplier to the millwork industry since 1985, Weston Wood Solutions offers technical and market-related expertise and takes a partnership approach to all of our business relationships.

The Challenge

Weston Wood Solutions were using BisTrack ERP but they were finding that it was not flexible enough to fit their specific business needs and that it was hard to maintain. BisTrack was making it difficult for Weston Wood Solutions to run all the reports they needed and they were unable to integrate with other applications without an expert programmer. Colleagues at Weston Wood Solutions had previously used Salesforce and they knew that Salesforce would be easier to manage, allow them to automate their business processes, provide more reporting capabilities, and provide increased security. Knowing this, Weston Wood Solutions decided to migrate from their legacy, combination of BisTrack ERP and Great Plains, to Salesforce.com’s Sales Cloud Enterprise Edition.

The Solution

In order to ensure a successful implementation, App Solve began the implementation process with a series of discovery calls with Weston Wood Solutions to understand their business needs and what they required from Salesforce. App Solve talked with heads of different departments to understand their individual department needs so that we could create a solution that would work for all departments. We then set up and customized Salesforce, working with Weston Wood Solutions along the way to ensure their satisfaction. In order to export Weston Wood Solution’s data from their legacy database, we worked with a former BisTrack consultant to help our team ensure a seamless transition of client data. We helped the BisTrack consultant understand Weston Wood Solution’s data and we figured out how to export it out of BisTrack. After spending hours helping the consultant, we were able to export Weston Wood Solution’s data and import it into Salesforce. Once the implementation was complete and Weston Wood Solutions was using Salesforce, App Solve trained all of their Salesforce users in small classes on how to use Salesforce and on Salesforce best practices. A few weeks after the training sessions were completed, App Solve held follow-up Q&A sessions to answer any questions users had after they had been using Salesforce for a longer period of time.

The Results

  • Weston Wood Solutions is actively using Salesforce and it is customized and automated to fit their business needs
  • Weston Wood Solution’s data from Microsoft CRM was successfully imported into their Salesforce database
  • Salesforce provides better reporting capabilities, allowing Weston Wood Solutions to run reports on all of their data
  • Users are trained on Salesforce best practices and are able to maximize their Salesforce usage
  • Weston Wood Solutions has improved security measures and can easily manage their security settings

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.