Enhancing Salesforce Capabilities for Meras Water Solutions

Client Overview

Meras Water Solutions is a leading provider of innovative water treatment solutions, specializing in advanced technologies for managing and optimizing water quality in various industrial and commercial applications. With a focus on sustainability and efficiency, Meras offers a comprehensive range of services, including chemical treatments, equipment maintenance, and system monitoring, to ensure optimal performance and regulatory compliance.

Technologies Used

  • Salesforce CRM
  • NetSuite
  • Power BI
  • JavaScript

Challenge

Meras Water Solutions had implemented a Salesforce solution for their agricultural division, but the system lacked advanced reporting capabilities. Additionally, Meras wanted to expand the Salesforce solution to their industrial division, improve system performance, and introduce a range of new features to enhance operational efficiency.

Solution

NAVAM Digital’s Salesforce experts worked closely with Meras to extend and optimize their existing Salesforce implementation. Key activities included:

  • Sales and Service Process Implementation: Customized and enhanced Salesforce to support the industrial division’s sales and service processes.
  • Feature Development: Implemented new features to improve operational efficiency, including:
    • Custom-built Bill of Lading generation with eSignature in Salesforce.
    • Automatic report generation for clients with integrated email functionality.
    • Contract generation and tracking.
    • Advanced analytics and reporting.
    • Integration with NetSuite for seamless financial operations.
    • Development of a mobile app for collecting water readings from client sites.
    • Integration with Google Maps to optimize daily routes for service technicians.

Results

The enhancements made to Meras Water Solutions’ Salesforce system led to significant operational improvements:

  • 40% Increase in Sales: The industrial division experienced a 60% increase in sales, and the agricultural division saw a 40% improvement in overall sales performance.
  • Improved Customer Retention: Customer retention rates increased by over 20% due to enhanced service capabilities and operational efficiency.
  • Accurate Pipeline Reporting: The new reporting capabilities provided Meras management with accurate and actionable insights, leading to better decision-making and strategic planning.

What you can achieve within one sprint in the innovation lab is amazing. Environment and methodology significantly inspire creative thinking and design.

- Daniel Salvatera, Manager IT, Meras Water Solutions