The client was not satisfied with the services offered by its previous Salesforce implementation partner. The Client was worried about the lack of visibility in their business development pipeline. The client chose to partner with Girikon due to their expertise in helping building service companies seamlessly transition into the Salesforce ecosystem.
Anonymised Client Profile
The client was not satisfied with the services offered by its previous Salesforce implementation partner. The Client was worried about the lack of visibility in their business development pipeline. The client chose to partner with Girikon due to their expertise in helping building service companies seamlessly transition into the Salesforce ecosystem.
Girikon houses a team of subject matter experts that is not just aware of the digital transformation pitfalls within the building services industry but is also proficient in optimising the client’s business processes while aligning them with Salesforce.
Girikon’s capabilities extend both on-shore and off-shore. This organisational structure has empowered Girikon to gain extensive experience in the building services industry while providing a competitive pricing structure for those looking for Salesforce implementation services within the Salesforce consultancy sector.
The Client was also impressed with Girikon’s hybrid agile approach that paves way for consistent and regular communication. Girikon finally perfected the client’s system and delivered the best possible final product possible.
The client is an international provider of end-to-end facilities management services across various industries including hospitality, education, arts and recreation, healthcare, retail, and commercial. They follow an altogether different approach to facility management, which includes managing long-term relationships with their partners and is driven by collaboration and transparency.
Being multidisciplinary, the client team is able to deliver expert analysis and services in several areas, such as facility management, engineering and project management, technical procurement, energy management, security, and IT solutions. The client required support in applying the best practices of Salesforce for building services companies while gaining a comprehensive view of their business development pipeline, which existed as replicated data in their current system.
The client encountered several problems.
After multiple discovery sessions, Girikon came up with the following solutions:
Measurable Impact
Within six months of going live on Salesforce, the organisation reported measurable gains across every key marketing KPI.
The custom reports and the dashboard created helped in drawing maximum value out of the implementation made by Girikon. While one of the reports displayed the tracking of the sales team against the sales tracking, the other report provided a clear understanding of the anticipated value of an account and how to sell their services to business partners successfully.
Based on the custom financial year object, these reports broke down multi-year contracts such as 5-year contracts into the anticipated revenue from that contract within a single financial year. With this data granularity for the client team increased and they were better informed about their current revenue.
A new data schema was created by Girikon for the client, in which the new custom objects could be related to the Opportunity, Account, and Contract. Consequently, the data structure of the organization improved, which enabled more efficient workflows and reduced time spent on the entry of manual data.
The Australian branch of the client business benefitted significantly from this implementation. Girikon was entrusted to do the same implementation for the US, Asia, and European branches of the client’s business. The user profiles and roles were adjusted while doing the implementation for other branches. This was done so that information relevant to their region, such as forecasting, sales target and current sales records, were shown.
Client Feedback
Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of.
Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours.
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