Improved Customer 360 View with Migration to Salesforce CRM & CPQ
Industry:
Manufacturing
Region:
USA/ Europe/ Turkey
Technology:
SALESFORCE CRM, Salesforce CPQ, Boomi
About the Client
A US-based manufacturing company aimed to manage its customer 360 view effectively within the CRM system. A user-friendly interface and seamless experience were essential to drive internal user adoption.
Challenges
The company wanted to migrate to Salesforce to overcome the following challenges:
- Look and feel
- User experience issues
- Load times
- Search functionality
- Data inconsistency
- User clicks
- Personalization and Mobile App
Solutions
The solutions included:
- Developed a User Interface for managing the quotes creation and multi-approval process for quotes
- Enabled generation of user-defined reports, which could be scheduled to be sent to an individual or to a group to identify the trends
- Ability to handle the products, region-specific
- Integrate the solution with Power BI to surface the reports on Salesforce
- The solution helped the users identify the competitors for the products
Results
- Streamlined service request handling through automation, reducing turnaround time by 20%
- Pushing the quotes to the ERPs in real time, cutting internal support dependencies by 60%
- Salesforce1 mobile app integration enabled real-time access
- Centralized source system for multiple ERPs
- The ‘dragʼ and ‘dropʼ document uploads simplified document attachments, ensuring high accuracy