Client Experience Report | Horizon Structures
At True Co. Solutions, we’re dedicated to helping businesses harness the power of technology to streamline their operations and enhance customer satisfaction. One of our recent success stories involves Horizon Structures, a family-owned company based in Lancaster, PA, specializing in high-quality prefabricated outdoor buildings, from horse barns to gazebos. Horizon sought to modernize their sales process but needed guidance to navigate the transition seamlessly. Here’s how we partnered with them to create a more efficient, integrated sales ecosystem.
Understanding Horizon's Goals
When Horizon approached us, they had clear objectives:
Reduce Employee Workload: Streamline data management to minimize repetitive tasks and centralize information for easy access.
Enhance Customer Experience: Improve response times and customer engagement through automated processes.
Integrate Systems: Consolidate their email marketing and CRM tools, enabling smoother operations and enhanced visibility.
Optimize Lead Management: Implement a more strategic approach to handling leads and distributing them based on regions or product specialties.
Our Three-Phase Approach
To address Horizon’s objectives, we followed a structured three-phase approach:
Analysis: We spent two months immersed in Horizon’s current processes, identifying pain points and areas for improvement. Our team focused on uncovering gaps and collecting immediate feedback from employees to create a tailored operational strategy.
Implementation: Over the next two months, we replaced Horizon's fragmented system with a fully integrated Salesforce platform. This involved significant data migration and troubleshooting to ensure a smooth transition.
Enablement: Our final phase included hands-on training for Horizon’s team, empowering them to confidently navigate the new system. This phase was crucial in making the changes sustainable and beneficial for everyone involved.
Key Outcomes
Our partnership with Horizon Structures led to significant improvements:
Workload Reduction: We saved employees 15 hours per week by eliminating unnecessary steps in data entry and management.
Enhanced Responsiveness: Horizon’s response time to customer inquiries improved by 3x, helping them nurture leads more effectively and elevate their reputation for customer service.
Data-Driven Insights: With Salesforce’s reporting capabilities, Horizon can now easily access detailed insights into their sales, campaigns, and customer interactions—all with just a few clicks.
Next-Level Customer Engagement: Automations enhanced, rather than hindered, the customer experience. As noted by Justin Zook, Horizon’s Head of Sales, they saw a “huge jump in engagement,” which has continued to drive customer satisfaction.
A Smooth Transition and a Lasting Partnership
Working with Horizon has been a rewarding experience for our team at True Co. Solutions. Mark Zook, Co-Owner and General Manager, praised the transition as “phenomenal” and shared how Horizon has benefited from streamlined processes, faster response times, and newfound insights.
Ready to Elevate Your Business Operations?
If your business is ready for an efficiency boost like Horizon Structures, True Co. Solutions can guide you through the transition to integrated platforms like Salesforce. Whether you’re looking to reduce employee workload, enhance customer experience, or gain valuable data insights, we’re here to help.
Visit us at trueco.com to learn more about our services or contact us directly for a consultation.