Case Study: Hassler Heating and Air Conditioning, LLC.
“The Sales Tool”
Client Overview
Hassler Heating is a leading provider of HVAC installation and maintenance services in the San Francisco Bay Area. With a reputation for selling and servicing high quality, reliable systems, Hassler Heating sought to streamline their proposal writing process to better serve their customers and enhance operational efficiency.
The Challenge
Hassler Heating faced challenges with their proposal process, which was manual, time-consuming, and prone to errors. The existing system lacked integration with key tools and did not support electronic signatures, leading to delays and inefficiencies.
Our Solution
Wakencode was engaged to develop a comprehensive proposal writing tool within Salesforce to address these challenges. The solution aimed to:
1. Automate Proposal Creation: The tool dynamically generates proposals based on input related to products, labor, and materials for HVAC installations. This automation significantly reduces manual effort and errors.
2. Integrate with Service Titan: The solution was tightly integrated with Service Titan, ensuring seamless data transfer and synchronization between the two systems. This integration allows for efficient management of customer data and proposal details.
3. Support Electronic Signatures: To streamline the approval process, the tool incorporates electronic signatures via SignNow, enabling clients to sign proposals quickly and securely via desktop or mobile device.
Implementation
Wakencode collaborated closely with Service Titan engineers to utilize their system’s API, implementing near real-time synchronization of customer data, product information, and proposal details.
Results
– Increased Efficiency: Our innovative solution has drastically reduced the time and effort required to create proposals, allowing Hassler Heating’s team to focus on more strategic tasks.
– Enhanced Accuracy: By minimizing manual input of product data and integrating with existing systems, the tool has significantly reduced errors in proposals, leading to more accurate and reliable documents.
– Improved Customer Experience: The ability to offer electronic signatures has streamlined the approval process, resulting in quicker turnaround times and a more positive customer experience.
– Seamless Integration: The tight integration with Service Titan has ensured that all relevant data is accurately reflected in the proposals, improving overall operational efficiency and coherence.
Conclusion
Wakencode’s efforts have transformed Hassler Heating’s proposal process by automating document creation, integrating with key systems, and supporting electronic signatures. The solution has delivered substantial improvements in efficiency, accuracy, and customer satisfaction, positioning Hassler Heating for continued success in the competitive HVAC market.