EPSA – Australia’s Specialised Cat® Engine Dealer

PROJECT DETAILS:

LOCATION227 WELLINGTON RD, MULGRAVE, VIC
CLIENT: ENERGY POWER SYSTEMS

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ABOUT:

EPSA already had Salesforce going strong for one of four of its business divisions.

The issues they were facing were:

  • Extremely low engagement levels.

  • Executives inability to pull a report for the Board of Directors.

  • Pipeline was impossible to see over entire business.

  • Forecasting inaccurate.

The Rental division, from a management point of view, was going well with their engagement of the CRM. From a user level the system was becoming harder and harder to use. EPSA’s Salesforce was so over customised that it had become unusable for reporting, capturing pipeline, entering contracts and forecasting. After the rebuild of the Salesforce org using a “Rolling Go Live” the Engine division first jumped onboard followed by Project Services as functionality was added.