Case Study: Clearscape
Clearscape Outdoor Services – CPQ & Scheduling
Service company’s Salesforce CPQ implementation delivers immediate results; enables future growth
Clearscape Outdoor Services provides lawn, snow, landscaping, irrigation, and tree care services for apartments buildings, residential properties, commercial properties, and homeowners associations.
Clearscape Outdoor Services has grown rapidly in recent years. New ownership planned for rapid expansion and projected their existing system for pricing, quoting, contracting, scheduling, and delivering services would not support projected client volume. They were looking for a solution to:
- Simplify the quoting/bidding process
- Simplify dispatching operations
- Improve Service operations efficiency
Clearscape sought to leverage the power of the Salesforce Platform and Salesforce CPQ to optimize their sales and field service. They engaged Demand Chain to create a proof-of-concept, which led to a full blown CPQ implementation. The resulting project radically streamlined their entire customer process—from initial quote to service delivery. The solution included:
- Salesforce CPQ deployment – including creation of product bundles, custom templates,
- Innovative quoting solution drove individual service line items from quotes directly into work orders
- Scheduling – creative use of app (DayBack) to enable easy scheduling of regular summer/winter services
- Efficiency – Significantly reduced quote generation time; easily generate multiple quotes
- Accuracy – fewer quote errors/omissions; reduced inconsistencies of ad hoc quotes
- Scheduling time savings – major reduction in admin time related to rain days and other adjustments
“Demand Chain’s CPQ and field service knowledge was extremely beneficial in helping us scope out a solution that met our current business processes and needs. I was impressed with everybody on their team. The system we’ve put in place will be a cornerstone in enabling our future growth.”
Wade Gerten – Owner, Clearscape Outdoor Services
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