Sales CRM Automation for
Everseal Roofing
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Tyche built a Salesforce operating platform bringing lead management and quoting together with scheduling, field operations and reporting in one system.
QuickBooks and data from more than six systems supported job KPIs, regional reports, feedback, defects and warranty tracking.
Sales Workflow
Field Work
Salesforce training helped users adopt the new workflow in daily work.
Performance
Built for Daily Work and Oversight
- User Adoption 80%
System Inputs
Sales Workflows
Leads, quotes, schedules, field work and reporting sat in separate processes and systems.
The result was more handoffs across sales, inspections, crews, finance and management, with no single view of each job. Tyche rebuilt the flow around Salesforce.
Tyche Platform
A Salesforce-centred system for sales, scheduling, field work, finance and reporting.
Built for Everseal's work, the platform gives each team a structured way to move jobs forward and keep information usable. Tyche trained users and continues to support it.
Platform Includes
Ongoing Support
Tyche maintains the system and improves it as priorities and workflows evolve.
Lead Capture & Route
Geolocation roof searches capture prospects and route lead details into Salesforce.
Sales Command Centre
More than 150 conditional questions guide qualification and consistent sales discovery.
Quote Automation
Estimates, quotes, e-signatures and order creation move through an automated workflow.
Inspection Schedule
Google Calendar schedules inspections, while SMS and email reminders support attendance.
Field Service Ops
Daily audits, job schedules, crew time and estimate-versus-actual data track field work.
Job Performance
QuickBooks, marketing and operational data support job, region and quality reporting.
Workflow Technologies
Standard Sales Flow
Qualification, estimates and signatures follow one sales process.
Field Coordination
Schedules, reminders, audits and crew activity guide field work.
Performance View
Sales, job, financial and regional data share one reporting model.
From roofing workflowsused across the operation
How Tyche Built the Platform
Tyche mapped work from first lead to completed job, then configured Salesforce around the decisions, integrations and reporting required at every stage.
Six delivery stages
Workflow Mapping
Mapped lead, sales, inspection, field, finance and reporting workflows before configuring the platform.
Salesforce Base
Set up the Salesforce foundation, core records, permissions and operating structure for the project.
Sales Qualification
Built lead capture and the conditional-question Command Centre for guided qualification and follow-up.
Quotes & Field Ops
Automated estimates, quotes, signatures and orders, then added inspections, audits and crew tracking.
Reporting & Adoption
Integrated business data, built reporting and trained users to apply the new process in daily work.
Ongoing Improvement
Tyche continues with support, maintenance and improvements as Everseal's workflows and priorities evolve.
Business Process First
Salesforce Built Around the Work
Structured Sales Flow
Practical Field Use
Usable Reporting Logic
Planned System Integrations
Training for User Adoption
Continued Platform Support
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