Roger Dyson: Salesforce delivered by Ignyto.
Ignyto implemented Sales Cloud and integration for Roger Dyson, an automotive manufacturing business.
Looking for a Salesforce partner? Ignyto is a Salesforce Summit partner with 115 Salesforce certifications and more than 1,000 projects delivered, working with manufacturing — automotive organisations from London, Manchester and Dublin. See what we implement or read all 80 case studies.
Book a discovery call →Roger Dyson is a leading UK recovery vehicles manufacturer who operates across the whole of the UK. They deliver the build and sales of quality recovery vehicles for organisations that require recovery vehicles such as roadside assistance companies.
Roger Dyson were looking at moving to a more robust and streamline system that enables them to monitor their customer journey from an incoming lead, all the way through to closing an opportunity that ultimately brings revenue into the business. As a business, they wanted it to be easy to search, manage and add accounts and contacts and have those relevant contacts associated with the right accounts so that they can clearly see relationships within their system.
- Store and manage leads, contacts, accounts, and opportunities
- Be able to report valuable metrics within the system
- Be able to sync between outlook and Salesforce
- Increase data integrity through validations and automations
- Build custom object to store inventory details of vehicles
- Be able to send tasks to each other within the system, relating the task to specific accounts, contacts, and opportunities
What the platform changed.
Ability to store and manage leads, contacts, accounts, and opportunities
Reporting and dashboards with clear visibility of valuable metrics
Salesforce and Outlook integrated with system
Custom object to store bespoke vehicle details
Task management set up to allow the tracking and monitoring of task completion
Ability to associate records within the system with each other so that they can clearly see what accounts, contacts and opportunities are all related.
“Ignyto helped us implement Sales Cloud so we could manage our customer portfolio in a much more efficient way. It will help us optimise the customer journey for all of our clients and assist greatly the effective day to day operation.”
Roger Dyson · Manufacturing — Automotive
Integration, where the systems need it.
Salesforce rarely stands alone. Ignyto builds the integration layer in-house — MuleSoft certified, with native APIs where a connector does the job.
How we approach integration →Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.