Everdry Waterproofing stands as the premier foundation repair contractor with a rich history of servicing basements, crawl spaces, and homes. With a commitment to creating safe, dry, and livable spaces, Everdry employs custom-tailored solutions and innovative products while also maintaining a one-on-one approach with homeowners. Their contractors are well known for their expertise and reputation for crafting effective waterproofing solutions tailored to homeowners’ unique circumstances.
Everdry Waterproofing utilized a distinctive ticketing system specific to the contracting industry, which acted as the cornerstone of their lead creation, confirmation and tracking system. This system allows Everdry’s field salespeople to log interested parties as leads while working in concert with the operations team for appointment verification. These interactions were an important aspect to be integrated into Salesforce as part of this implementation. The leads were tracked and organized around a complex, timing-based, bucketing system.
At the time of engagement, Everdry’s system was managed on paper and was in need of a digital makeover in Salesforce. The Salesforce implementation had to precisely mirror their existing process and automate areas where possible. This was critical in order to evolve their operations and improve their ability to drive leads to closure.
Caddie Inc. was able to recreate their manual process onto Sales Cloud and in addition, develop an integration between Everdry’s field sales application tool. Further, we were able to build out automated procedures to progress their leads and minimize manual input.
“Our situation was unique and it was obvious to me that Caddie took the time to fully understand what kind of business we are running and what needed to be done in Salesforce to reflect that. They were in constant contact throughout the entire project and accurately and expeditiously developed our solutions.”
- Megan Cadreau, Operations Manager
Caddie worked intimately with Everdry to not only ensure a smooth integration of the Salesforce CRM into their existing workflow, but to also streamline the user experience and improve the quality of the lead tracking operations.
