Managing a home improvement business involves juggling multiple tasks—Scheduling projects, handling customer inquiries, tracking inventory, coordinating teams, and ensuring smooth communication. Without the right tools, these tasks can become overwhelming.
At Simpliigence, we help home improvement businesses use Salesforce to manage workflows, improve customer interactions, and boost overall efficiency.
Challenges of Running a Home Improvement Business
Home improvement businesses often face:
Disorganized Customer Management
Difficulty tracking leads, managing follow-ups, and maintaining communication history.
Scheduling & Project Coordination Issues
Inefficient workflows leading to missed deadlines and scheduling conflicts
Manual & Repetitive Tasks
Excessive time spent on appointment scheduling, invoicing, and reporting.
Supply Chain & Inventory Mismanagement
Uncertainty about material availability, causing delays and inefficiencies.
How Salesforce Can Optimize Your Process?
Centralized Customer Relationship management
Easily track and manage customer interactions, inquiries, and service history in one place for better customer satisfaction.
Efficient Job Scheduling & Project Tracking
Assign tasks, coordinate team schedules, and monitor project progress in real time.
Automation of Routine Processes
Reduce manual work by automating invoicing, follow-ups, and workflow approvals to increase efficiency.
Real-Time Analytics & Business Insights
Make informed decisions with real-time reporting on project performance, financial health, and customer satisfaction.
Field Service Scheduling Operations
Improve on-site efficiency with real-time task assignments, mobile access to project details, and Smart scheduling, mobile access, Salesforce Maps.
Seamless Integrations
Connect Salesforce with accounting, marketing, and procurement automation to ensure smooth data flow across all business functions.
Mobility and Accessibility
Mobile access for employees and customers. Manage tasks from anywhere with Salesforce’s mobile-friendly platform.
AI Enhancements
Salesforce Products We specialize in
Why Choose Simpliigence for Salesforce Implementation?
At Simpliigence, we specialize in helping home improvement businesses of all sizes implement Salesforce successfully. As a Salesforce implementation partner, we provide tailored solutions to enhance efficiency, improve customer management, and streamline operations—whether you’re a growing SMB or an established company.
Our services include:
Industry and SMB expertise
Completed 25+ Home Improvement & Construction projects in the last 12 months, including plumbing, landscaping, flooring & HVAC.
End-to-End solutions
We are NOT only CRM specialists but integrate everything from lead to bill – including timesheets , project management
Customization
Home improvement projects are unique for every customer. Salesforce’s customization lets businesses to deliver personalized experiences
Home Improvement CRM solutions
Manage customer relationships, track projects, and improve follow-ups, leading to better client satisfaction and repeat business
Built for technicians
We realize the solution does not only work for office staff but also for the technicians on the field
Automation & Custom Development
Improving inventory management, scheduling appointments, or coordinating teams