At a glance
Simplus built a custom activity tracker object and a contracts management object within Salesforce to ensure Anvil’s new Salesforce setup was tailored to its needs. Simplus also provided a complete Salesforce training program.
Anvil Corporation was new to Salesforce and sought help implementing Sales Cloud properly for its organization. Having never used CRM before and needing to automate their sales workflow, Anvil chose Simplus to reduce their implementation time by using Agile development. Anvil required basic functionality and custom object development, system-wide training, opportunity tracking, and sales workflow management through Salesforce.
Anvil is a 100% ESOP-owned firm providing full-service engineering, design, procurement, and project/construction management services. Its current portfolio focuses on the many service facets of petroleum and petrochemical refining.
Headquarters: Bellingham, Washington
In less than three months, Simplus developed and helped Anvil deploy Sales Cloud, customized specifically to Anvil’s needs and requirements. Additionally, we built a custom activity tracker object and a contracts management object within Salesforce to ensure Anvil’s new Salesforce setup was tailored to its needs. We also provided a complete Salesforce training program. 360-view of customer Ability to track and report all customer touches Salesforce training
Ready To Sell Smarter?
Speak with one of our certified Salesforce experts today.