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Enterprise

Custom Salesforce Install Portal for a Tech Installation Company

The client installs technology for businesses in several sectors, and coordinating that work across emails and spreadsheets caused miscommunication and missed deadlines. We built a custom install portal on Salesforce as a single hub for the work.

Industry: Technology installation services

Custom Salesforce Install Portal for a Tech Installation Company

Challenge

  • Several communication tools led to miscommunication and missed deadlines.
  • Managing projects through emails and spreadsheets was slow and error-prone.
  • No single place showed project details and progress.
  • The tools in use did not work well on mobile, which limited field workers.

Solution

  • We built the portal on Salesforce with the Lightning Design System, so it is responsive and easy to use.
  • It covers scheduling, task assignment and progress tracking in one place.
  • Users submit forms, such as installation reports and client feedback, directly in the portal.
  • Automated emails keep clients and team members updated without manual follow-ups.
  • A dashboard gives real-time insight into projects, and the portal works on phones and iPads.

Results

  • Routine tasks are automated and information is centralized.
  • Clients and team members get timely updates by email.
  • Field teams can use the portal from phones and iPads.

Technologies

SalesforceLightning Design System

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