SALESFORCE CUSTOMIZATION FOR THE ROOFING SERVICES PROVIDER

The Customer commissioned ScienceSoft to perform Salesforce customization of their Sales Cloud-based solution. The Customer required to customize report types (like the report on additional services and the product reports) for better visibility into the distribution of teams’ efforts and the use of materials for their projects. The Customer also needed to present the information about their revenues and expenses in a more convenient and user-friendly way. Other requirements were to streamline the processes of creating warranty emails, invoices and introducing the process of purchase orders’ (POs) approval.