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Green Star Biodiesel performs a great service for the South Florida community- the safe removal of waste vegetable oil (WVO) for restaurants and other businesses- but the company’s business process made it increasingly difficult to fulfill its oil pickup obligations. SkyPlanner streamlined GSB’s Salesforce platform to solve the company’s logistics problems so it could provide the best service possible to its clients.
Inability to track tank inventory throughout its operational footprint.
Green Star Biodiesel didn’t have an automated process for invoicing and instead relied on an error-prone manual invoicing system.
Lack of standardized document creation.
Lack of ability to implement company business rules caused a lack of security in regards to sales data.
Adapted standard CRM to better suit the sales activities of the company.
Created inventory module to track the placement of tanks.
Automated the generation of documents, agreements, contracts, and invoices with custom formatting and templates for a consistent look.
Customized Apex code to allow for real-time bulk commission and residual calculations.
Customized platform enhanced security of Green Star Biodiesel’s entire business system.
Increased visibility due to a more efficient and standardized invoice and contract templates.
More efficient operations such as specific oil pickup timelines can now be tracked on Salesforce.
Increased satisfaction among sales staff due to better security regarding sales data.
Standardized business documentation allows for a more efficient presentation of Green Star Biodiesel as a business.