Streamlining Construction Sales and Finance with Salesforce Implementation Services

Business Overview

Frame Up Now is a cold-formed steel manufacturing company in Tucson, Arizona. They specialize in framing and designing steel as per the client’s engineered plans. They offer ready-to-install products such as steel components, panels, and trusses, along with shipping services directly to the job site for assembly.

Their mission is to provide a faster and more efficient building process using fully framed homes. Their panels and parts are designed to fit perfectly, resulting in minimal waste and saving time in sorting out the materials.

Challenges

• Inefficient Sales Processes: The client faced challenges in managing their sales cycle, which was the primary reason for inefficient sales. It led to delays in processing leads, which caused missed potential opportunities. As a consequence, customers faced inconsistency while interacting with sales reps.
• Manual Financial Processes: The company’s financial and accounting processes were handled manually, causing repetition of same efforts and resulting in human made errors. There was a lack of real-time visibility into business’s financial data.
• Disconnected Systems: The business leveraged multiple systems, and the data was scattered, which caused the issue of data silos, hindering collaboration and decision-making across departments.
• Poor Customer Service: The absence of seamless integrated systems and a lack of automation hampered the offering of personalized customer experiences.
• Manual contractual process: The client relied on manual processes for sending contractual documents, which caused delays and errors in documentation, further resulting in inefficiencies in the contractual workflows.