“Starting a new journey with Salesforce was daunting” says Sonja Pressler-McHugh (CEO of McHugh Steel) – but boy we’re glad you went through with it!
McHugh Steel have a strong focus on flexibility in their designs while also offering outstanding customer service. As they continue to scale as a business, they realised that they needed a solution that would help fix the issue of having disconnected and siloed data on their customers, products, and jobs.
The issue we were trying to solve
Their previous process of tracking sales and job execution was primarily done in a spreadsheet, with quotes being generated in separate software. This, ultimately, would not suffice if they wanted to scale and have a more holistic view of their customers.
How have we helped McHugh Steel?
Carnac Group implemented a custom developed Sales Cloud for McHugh Steel to manage existing deliveries, as well as open the opportunity for business expansion. This solution allowed them to save costs and increase efficiency in how they run their business and manage customers.
McHugh Steel now have insights into every customer from the get-go, including their purchase history and where their jobs are up to. They can also schedule all jobs natively in the Salesforce CRM, followed by automating quoting, invoicing, and receipting.
The best part?
McHugh Steel can now report on valuable information and draw actionable insights to make more informed business decisions. This includes reporting on a custom-made mobile app scanner, which tracks screw usage and wastage, by day and staff member.
This Salesforce implementation has already been a success in their business. It’s ease of use and immediate impact has resulted in high user adoption – from management to warehouse staff.
Check out the video below to see how this digital transformation is already impacting the success and scalability of the McHugh Steel business.