Enabling a unified brand experience 

California Closets has 120 showrooms and 800+ designers across North America. They expect to double their employees and showrooms by increasing their stores and franchises. Having partnered with many high-growth companies, Groundswell was uniquely positioned to help California Closets level up.

  • Industry: Franchise & Distribution
  • Location

    Richmond, California, United States

  • Scale:
    • 155 locations
    • 5,000+ employees across 5 countries
  • Salesforce Products:

    Sales Cloud, Field Service, Experience Cloud, Mulesoft, Service Cloud

  • Integrations:

    Dash, MIS Sugar, and Shopify

At a Glance

California Closets’ goal was to create an exceptional customer experience delivering improved communication across all territories. We helped California Closets achieve this by moving customer liaisons and designers into Salesforce to leverage scheduling capabilities and work order management for installations.


Customer Satisfaction Rate


Enabled 800+ Designers
Increased Designer Productivity

Groundswell was phenomenal in identifying quickly how our current processes could be supported within the standard Salesforce offering. The leadership they provided was critical to the success of our launch.

— Serina Lopez, Senior Director of Product Management, California Closets

Mobile app to drive sales for California Closets

We developed a mobile app for designers using Salesforce’s Field Service technology. It provides up-to-date information on appointments to achieve a personalized consultation for better on the ground selling to customers. Key metrics and dashboards are now easily accessible as well.

California Closets is connected mobily
California Closets and Field Service Lightning

Creating a Single Source of Truth

California Closets was looking to integrate their client systems with Salesforce to consolidate data and ensure integrity. That’s why we integrated Dash, MIS Sugar, and Shopify through Mulesoft for a uniform Salesforce system. California Closets can now send and receive data more efficiently and reduce their dependence on existing systems.

We also created new dashboards and reports for California Closets’ executive team to have a clear view of key metrics from multiple locations.

Improved insights and visibility into business performance to drive measurable outcomes

California Closets new dashboard

A quality solution for their entire team

Groundswell significantly enhanced California Closets’ customer experience, while improving the experience for their executive team and distributed designers. They now have a platform that allows them to scale and adapt when needed without compromising their commitment to quality.

Learn more about our expertise in Franchise & Distribution