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Salesforce management outsourcing to Motomtech

Welcome Renovation

Jan, 2018

Utah, United States

Welcome Renovation is a renovation company based in Los Angeles, California. They offer on-demand designer kitchens and baths – at a fraction of the time and cost.

With their breadth of industry experience and internationally sourced supply chain, they accomplish projects rapidly while maintaining high quality. Project deadlines vary depending on the nature of each renovation, but they can frequently renovate bathrooms in two weeks and kitchens in four weeks.


The Challenge


Keeping track of prospects

Due to the success of their startup, the company’s execs and sales reps felt they needed a system to track all their projects, leads, and customers. For the time being, they had used different tools, such as Microsoft Excel, but felt that the business was expanding too quickly and required a cloud-based database to keep track of all the information.

Lack of Accesibility

Relevant information was not readily accessible by reps while they were with customers. It took far too much time to send quotes to customers. Internal users had difficulty in managing client relationships, projects, and quotes due to non-standardized processes and inefficiencies. To meet current and prospective clients’ needs, Welcome Renovation needed a solution that improved turnaround time.

Outdated Solution

Welcome Renovation’s quoting process was complex, inefficient, and confusing. Pricing for different projects was variable, based on customer type, and sometimes incorrect. Their solution was outdated and it required manual entry for quoting.

The Solutions

Building new experiences

A Salesforce implementation service was the best solution for Welcome Renovations, so that’s what Motomtech set out to do. Sales Cloud provides a single view of customers to grow deeper relationships, while Service Cloud is used for case management and to drive the workflows behind Welcome Renovation’s custom applications. In addition, Salesforce allowed them to focus on building processes that were unique to their business while leveraging existing infrastructure and workflows.

Salesforce implementation

Motomtech’s Salesforce experts did a fresh Salesforce implementation for Welcome Renovation, which provided them with an easy way for teams supporting different client groups and sales and marketing teams to collaborate seamlessly using one central system.

Salesforce gave them a 360-degree view of all customers, their associated contacts, and all direct and indirect relationships between various institutions and consultants/contacts, along with activities and ongoing and past opportunities for each account.

“We have always been using technology to run our business and help us grow, but Salesforce has helped us to truly scale. Without the infrastructure Motomtech helped us lay out using Salesforce, we wouldn’t have been able to grow as quickly as we have.”

The Results

Managers were able to reply to a customer’s request faster because of centralized access to client information, which reduced response times and improved client service. Because the client’s sales team could access most of the information they needed through the Salesforce.com interface, they spend much less time looking for information on their prospects. This meant hours and hours saved per week.

The company also noticed an increased focus on clients and growth since the advisors did not waste time searching for information anymore and had access to all needed information in 1 centralized place.