BVT Sweden

The Challenge

BVT was growing fast. Their industry experience from previous companies was helping them find their place in the market and winning customers. But this fast growth was presenting new challenges. The ways they worked, using excel spreadsheets, emails and locally held information from sales reps made it slow to share information and risked errors creeping in to its record keeping. Because the company was growing so fast, they needed a solution fast that would take the burden off their shoulders and allow them to keep focus on growing the business.

The Wish

BVT wished for a streamlined system that would unify all their data and processes. With simple to enter data from opportunities and site visits along with proper procedures in place to take opportunities to purchase as well as tools to manage site visits. The management team also wanted automatically generated reports that would let them evaluate the effectiveness of their systems without spending valuable time filling in excel spreadsheets with disparate data.

The Solution

They discovered Salesforce Sales Cloud and the QuickStart initiative; a program to help establish a company's foundation in Salesforce with basic functionality, which they can then expand upon later. The Salesforce sales department recommended VRP Consulting as BVT's implementation partner to ensure their new system would fit the way they worked and their specific needs. This included, opportunity process, reports for conversion tracking, a custom visit object for on-site visit tracking and planning, enabling notes and PDFs for various objects.

The Stages

As this was a QuickStart project, BVT did not want nor need a long discovery process. It was more important to get their foundation in place fast. For this reason, all the work was completed remotely and we ensured a fast turn around. From start to finish, the entire project took five weeks (one of which was a public holiday), however the actual consulting and development work was completed under time and so we could deliver additional functionality for BVT at no additional cost and in the same time range.

The discovery process involved a questionnaire and a follow up call, this unearthed BVT's objectives and key requirements so we could understand the big picture as well as the details. BVT's also supplied some supporting documentation which helped the team understand the brief.

With the initial scope laid out, our QuickStart team set to work and completed the initial spec under time. With extra time available for development, the team decided to open up the development environment for testing and collect feedback at this stage. Although BVT was satisfied that the initial scope had been met and everything was functional, they identified several additional functionalities that would benefit their work: An additional filter logic, additional formula fields to save time on manual calculations, and a updated picklist so users can pick more than one asset.

With both initial and expanded functionality developed and tested we conducted remote user acceptance training where no issues were discovered and the staff we happy with the system.

The Result

BVT got their Salesforce foundation in place and have made their employee's work far easier and more productive. Their whole opportunity capture process has been simplified and unified which has increased their ability to analyse their performance with automatically generated reports. The additional functionality beyond the initial QuickStart specification has helped saved additional time on small task each day.

With this foundation in place, they are now ready to expand and add extra functionality to help continue developing their business process as they grow.

After the success of the QuickStart project, BVT has initiated phase two of the Salesforce journey, bringing the sales order process within their Salesforce system and further streamlining their Salesforce user experience.

Company Profile

Based in Säffle Sweden, BVT have experts with over 30 years experience in turbine bypass, steam conditioning, temperature control, design and manufacturing processes. BVT designs all sorts of control valve systems to fulfill its customer’s requirements.