Getting the sales process online

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Mount Anvil embarked on a digital transformation with BrightGen in early 2017 and have since been working with BrightGen's service management team as part of continuous improvement, in line with their company's goals. BrightGen continues to carry out roadmapping with Mount Anvil according to industry-standard practices.


The Challenge

  • Inefficient, manual offers process
  • Salespeople were using “spreadsheets, napkins, anything to get their offers approved” - data was not centralised
  • There were only four Salesforce users, who did not get value from it - so the investment was wasted
  • There was no single source of truth for data on homes

The Solution

  • Fixing underlying issues
  • Data was cleansed and Salesforce customisation was stripped down to refresh the system
  • Salesforce was re-designed with minimal customisation to suit the needs of the users at Mount Anvil
  • Created a team to push Salesforce internally, with an exec sponsor, champions and super users

The Result

  • Streamlined offers process
  • Case management, e.g. sizes, address, pricing of homes, is now all in one place - a single source of truth
  • Automated approvals process - offers go to managers’ phones and are emailed to clients, speeding up entire offers process
  • Field service team turnaround time has been reduced from 12 to three days from logging to close
  • Salesforce utilisation increased from four to 50 users - everyone is using the same system