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Case studies/Survey Instrument Services
Survey Instrument Services logo
Professional Services — General Business Services · Sales Cloud, Clean up objects and build new fields, Drivers, Fleet and Legislative Accounts, Create Roles and Permissions

Survey Instrument Services: Salesforce delivered by Ignyto.

Ignyto implemented Sales Cloud, Clean up objects and build new fields, Drivers, Fleet and Legislative Accounts for Survey Instrument Services, a professional services business.

Region
Ireland
Industry
Professional Services — General Business Services
Company size
1 to 50

Looking for a Salesforce partner? Ignyto is a Salesforce Summit partner with 115 Salesforce certifications and more than 1,000 projects delivered, working with professional services — general business services organisations from London, Manchester and Dublin. See what we implement or read all 80 case studies.

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01 — About the customer

Survey Instrument Services is Ireland’s leading surveying equipment supplier. With over 40 years experience, their extensive range of the latest surveying equipment and accessories are available for sale and hire.

02 — Requirements and challenges

Survey Instrument Services needed a dynamic and easy to use CRM tool to allow them to scale their business and empower their sales team. The list of their requirements included: The CRM must:

03 — What Ignyto built
  • be mobile ready (on and offline) on any device.
  • be easy to use and update while the team are on the go.
  • have powerful & customisable reporting functionality.
  • be suitable for scaling with our business.
Products implemented
Sales Cloud →
Clean up objects and build new fields
Drivers, Fleet and Legislative Accounts
Create Roles and Permissions
Reporting and forecasting
Integration →
04 — What changed

What the platform changed.

01

Greater efficiencies in terms of user experience and much greater visibility of sales from reporting and clearer structure of objects.

02

Ability for dealers to use Salesforce to manage their sales pipeline when receiving web leads and for management to have visibility that dealers are responding in a timely manner to enquiries.

Survey Instrument Services logo

“Ignyto delivered a solution that exceeded our expectations so now Salesforce is a core part of our business.”

Survey Instrument Services · Professional Services — General Business Services
05 — Integration

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 →
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