Vermont Surrogacy Network provides families throughout Vermont, New England and the world with an ethical, affordable and supportive environment in which intended parents and gestational carriers are matched and guided through the process of surrogacy.

“I had worked on a Salesforce build with another company, who did not complete the project and left it in an unusable state of disarray. DTCForce took on the project, revamped it and completed it with great knowledge and efficiency. I have worked with them to make further improvements and plan to under go another major project with them in the New Year.” – Jes Stumpf, co-owner

When DTC Force was approached by VSN, 

❌ The project was abandoned in an unusable state by a ‘bigger’ partner

❌ VSN had a working but cumbersome system and process in place to organize their data. 

❌ A flow needed to be created to register, match, chat, schedule meetings, and finally, make a decision on the pregnancy.

❌ They were using form stack to support their services but it was extremely tough to use it as it required manual intervention at multiple points of the process.

❌ Customer portals extremely difficult to navigate and prone to chances of error in reporting. We were approached to simplify the system and enhance the automation so as to reduce manual intervention and utilize Salesforce’s platform to create efficiency.

Solution / Results

✅  DTC reengineered the end-to-end business process and created a custom form submission module from scratch on Salesforce. 

✅ 13 Surrogate forms and 10 IP forms were streamlined to a single form for each.

✅  These forms are dynamic and can have fields added and relabelled by the admin.

✅  The form module was embedded into the customer portal making it seamless for users to enter data and VSN to act on it in no time. 

✅  DTC completely revamped the process of registering, connecting, and following communication between intended parents & a surrogate. A process that takes them through registration, matching, communication, scheduling meetings, and finally connect them with a decision on their application.

✅  Based on certain criteria and calculations, an IP and surrogate are matched for IP’s approval.

✅  Each IP and Surrogate are now able to chat with each other (one surrogate to one IP at a time) and the admin separately.

✅  Our implementation included an approach with custom form submissions in a module comparable to Formstack, embedding business process logic, and redesigning the whole customer experience through  the portal.

✅  VSN is able to grow and deliver their business across the world all by leveraging Salesforce as a solution. 

✅  The robust nature of the CRM assisted DTC Force to be able to capture the right use case and provide exceptional value to VSN and its client/partner base. 

✅  The VSN team  is very happy with the new process that assisted them in better data management, ease of use, and efficiency in day-to-day operations. 

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Volexity was founded on the belief that the future of cybersecurity will depend on the industry’s ability to master the data found in volatile memory. This mastery calls for combining industry-leading cybersecurity threat intelligence with a pioneering development team to build tools that provide unprecedented memory analysis solutions. These provide the context required to handle the overwhelming onslaught of false positives, and create confidence that systems are functioning as intended.

Problem

    ❌ As advanced and high-tech as Volexity’s work is, their internal sales system was not up to task.

    ❌ A complex data structure with custom objects was limited by siloed homegrown and 3rd party systems.

    ❌ Minimal automation, and excessive, constant manual intervention required.

    ❌ A cumbersome license management & contract creation process was taking up hours per client.

    ❌ Communication was lacking, inconsistent, and repetitive, wasting hundreds of hours each month and not making the customers happy.

Solution

• DTC implemented a complete rollout of Sales and Service clouds, while architecturally restructuring the entire data model.
• We implemented a complex integration of 3rd party systems & data migration, as well as data cleansing.
• DTC created a customer-driven communication platform, with surge binary updates, a chat portal for customers, and threat intelligence bulletins.
• Hundreds of hours a month were saved on Customer Support by creating a knowledge base for self-help, a chat feature for instant contact and resolution, and ticket management for easy tracking.
• Back-end processes were streamlined and secured in compliance with cybersecurity industry best practices.
• Everything was encapsulated in a sleek User Interface that is intuitive to customers.

Results

• Volexity’s sales are now as high-tech as their services, and a robust, automated customer centric experience saves them hundreds of hours a month, keeps customers happy, while leveraging data-driven insights to continually improve customer engagement.

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Since inception, SpecialDocs Consultants, a boutique medical practice consulting firm, has been dedicated to successfully transitioning traditional medical practices to individually designed concierge medicine & personalized care models.

Problem

    ❌ Siloed, rudimentary data & record storage in QuickBase.

    ❌ No automation, requiring hundreds of hours to be wasted monthly on significant manual intervention.

    ❌ No calculation capabilities and lack of payment integration, leading to long hours wasted daily on cumbersome invoicing and payment procedures.

    ❌ Tedious, disjointed onboarding for practices, doctors and patients.

    ❌ Marketing initiatives produced no reach or ROI insight, therefore not scalable.

Solution

• Complete rollout of Sales and Marketing Clouds
• Automation of the patient & doctor management process.

Creating custom solutions for:

• Lead management
• Registration, onboarding, and monitoring the completion of those.
• Payment integrations
• Engagement portal to create relationships with doctors & practices.
• Pardot for creating scalable, engaging marketing.

Results

• An easy, sleek user experience that engages the users
• A 360° view of all doctors and patients in one place
• Hundreds of hours saved monthly on the most basic manual day-to-day activities
• Scalable marketing, measurable engagement, and a clear road to growth.

Free consultation

Free consultation

Free consultation

Since 1987, Lorenzo’s Dog Training Team are responsible for the training of thousands of dogs in the Cleveland area and are now placing trainers all over the world to spread Lorenzo’s technique and philosophy. This organization brands itself as a serious dog training outfit and keeping dogs in happy homes and out of shelters. With growth came other challenges in the organization and they decided to adapt Salesforce as their primary CRM. The robust design and data management assisted trainers in Lorenzo’s team to create training agreements, log training appointments and also create progress reports once they had been assigned to a client and their dog.

Free consultation

When a big-name Platinum partner dropped the ball, Lorenzo’s Dog Training was ready to give up on Salesforce…

❌ Huge amount of money spent meant Lorenzo’s didn’t want to talk to implementation partners anymore – until they decided to give DTC a chance.

❌ In-depth assessment concluded that although a data structure existed that held certain process inputs, it was not comprehensive. 

❌ There was also a process in place to execute data entries and obtain reports but it was not intuitive and incomplete. 

❌ The previous implementation partner had used standard objects, standard layouts and standard flows to map their processes, which was in no way sufficient for Lorenzo’s team with the bandwidth of data their team was handling.

Free consultation

When Lorenzo signed up for our services, we discussed their pressing needs in detail and identified the gaps in their Salesforce build that needed attention immediately. 

✅  DTC was able to revamp their existing processes using custom flows whereby Lorenzo’s team was able to capture not only their standard procedures but also the exceptions that drive their daily business. 

✅  Lorenzo went from 50 initially, to now over 100 users working on Salesforce daily, and using our designed system to stay updated and competitive in the industry. 

✅  DTC streamlined their business process, leverage more of Salesforce’s technology all while creating a unique solution that was the right fit.

✅  DTC created automated workflows so the trainers spend more time in training while making sure the data captured is accurate and relevant.

✅  DTC customized their Sales Cloud and Partner Portal so that they see and capture relevant information while also creating a custom document generation module and a custom e-signature module to speed up end to end sales process; not to mention the business and financial logic that was embedded into the system via APEX.

Free consultation

Free consultation

Acuity Ads peaks at over $14!

Free consultation

With DTCForce’s continued support and customization, Acuity Ads is now heading for the NASDAQ:

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SiteWorks is a Construction Management company responsible for building some of the most high end art storage units in New York, as well as general construction nationwide. They offer a range of services from construction to facility management.

Problem

SiteWorks grew as big as it could on Microsoft Outlook and Excel, and was struggling to transition from a consumer-focused organization to a business-focused one with no CRM system in place. Siteworks required a streamlined, central system to automate their organizational, repetitive and reporting tasks. They were spending long hours coordinating construction jobs and potential contractors manually.

DTCForce’s Solution

As usual, we started our process with a series of discovery sessions by our business analysts to understand their business and its requirements. A customization of Salesforce was in order, including creating Partner and Customer Communities, which allowed the customers themselves to upload their Pending Work Orders, complete with requirements, start dates, pictures, contact details and locations.

The Partners would then automatically receive the Work Orders depending on their capabilities and locations, and could upload proposals and bids. Following a successful match, invoices and reports would be automatically created, while Salesforce Maps was used to introduce a visual map of all ongoing, pending work orders and contractor locations in a single view.

We trained Siteworks on best Salesforce practices so they could become self-sufficient and grow the systems as they go along. Together, we defined key metrics needed to be tracked to quickly generate reports and dashboards to view their progress and efficiency.

Results

• SiteWorks is now an automated matchmaker between jobs and contractors, instead of a manual coordinator.
• Siteworks no longer needs to use 20+ applications and files to manage different aspects of their business.
• Siteworks is actively able to use their time to find more significant leads now that their process is automated.
• Siteworks is actively using Salesforce customized to fit their business needs.
• Siteworks is getting more business than ever, thanks to their automated Work order System.

Are you ready for new business?

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