Challenge
Redstone’s legacy system (Retirement Home Software) was onerous, clunky, and difficult to navigate, which resulted in redundancies. Sales staff limited data entry, and this poor user adoption made it challenging to get a clear view of sales activity, marketing ROI, and customer information in the database. Leadership feared employee retention rates as the staff became increasingly frustrated by the legacy system.
Solution
Redstone chose Agile Cloud Consulting after reading positive reviews online. Agile Cloud Consulting implemented Salesforce Sales Cloud, migrated all data, and replaced Retirement Home Software. Leads, Contacts, Accounts, and Opportunities were enabled in Sales Cloud to track sales activities. Reports and Dashboards were enabled to give leadership a complete and straightforward view of results. Agile Integrated Lightning for Outlook and implemented the Zillow AppExchange app.
Results
Two months after go-live, Redstone has started to see more comprehensive data, allowing leadership to better assess how the organization is performing. Thanks to its intuitive interface and training, the staff has fully adopted the system that Agile Cloud Consulting provided. Agile is proud to say the team is working more efficiently, saving valuable time and increasing productivity. Redstone now has a system that can scale with the organization’s growth.
About The Client
“Agile Cloud Consulting was easy to work with, understood our needs, and did an excellent job creating a user-friendly platform. They were truly an extension of our team.” –Linda Dickson, Director of Community Relations
Redstone Highlands is a non-profit quality care provider offering various quality services and housing choices for older adults who prefer to live with peace of mind in a comfortable setting.
About Agile Cloud Consulting
Agile Cloud Consulting provides end-to-end Salesforce services. Our expertise extends beyond technology and into business processes and strategic planning for the future. We specialize in for-profit, non-profit, higher education, and healthcare utilizing years of experience and hundreds of successful implementations to help you achieve your organizational goals.