SlideShare ist ein Scribd-Unternehmen logo
1 von 2
Large scale enterprises are leveraging Salesforce.com CRM to automate Sales and
bring transparency in production data
Large scale enterprises have its own complexities in sales and production processes. The
enormous data generation and inaccuracies in visualizing data is crippling critical sales and
production objectives. Sales automation becomes critical to get complete visibility so that
production decisions are made accurately.
Our experience of working with a largest plastic manufacturing company is a classic
example of how sales & production data complexities can be simplified by architecting a
customized Salesforce.com CRM solution.
Business Challenge
The customer has varied automated business units, but customer Information/sales data
was being maintained in legacy systems and spreadsheets. This was limiting the client from
implementing new applications to improve performance and take advantage of new
functionality. Additionally there was also an increased dependency on SAP systems to fetch
data for running schemes and generating the invoices. The client was in need of a
centralized database to reduce manual intervention while creating beat plans. They wanted
a system that can generate metrics /reports to understand the overall trends. They wanted
their technology partner to support the critical need of tracking customer credit and
outstanding information. Categorizing different product families in the SAP system was a
challenge. Precisely, they required a single platform to maintain their operational data while
minimizing downtime, and improving the performance of their applications and databases.
Solution
We deployed Sales Cloud CRM to automate their entire sales operations. The objective was
to bring greater visibility to sales management, so that their leadership team is align with
critical sales data like sales pipeline, sales forecasting, sales by region for complete
transparency and decision making.
We have automated their sales, marketing processes and enabled bi-directional integration
between Salesforce and ERP that will enable a seamless flow of data.
We also implemented database that measures daily / weekly / monthly activities, along with
tracking and maintaining daily complaint log files. Implemented a feature that updates
timely payment status including outstanding and completed payments. Enabled a feature
with dynamic computation of the total price and quantity assigned based on the base
quantity entered in the system. Setup automated alerts for the complaint log to the
respective departments to reduce issue resolution time.
Benefits
Bodhtree delivered a single source of information in the Cloud allowing our client to easily
eliminate redundancies. With this single source it maintains confidentiality of data across
divisions. Reports & Dashboards enabled them to measure business performance at every
level in the organization.

Weitere ähnliche Inhalte

Mehr von Bodhtree

Change is the only constant
Change is the only constantChange is the only constant
Change is the only constant
Bodhtree
 
Balance your Supply Chain with Big Data
Balance your Supply Chain with Big DataBalance your Supply Chain with Big Data
Balance your Supply Chain with Big Data
Bodhtree
 

Mehr von Bodhtree (12)

Bodhtree workforce productivity_improvement_solution
Bodhtree workforce productivity_improvement_solutionBodhtree workforce productivity_improvement_solution
Bodhtree workforce productivity_improvement_solution
 
Bodhtree executive management_program_tracking_solution
Bodhtree executive management_program_tracking_solutionBodhtree executive management_program_tracking_solution
Bodhtree executive management_program_tracking_solution
 
Bodhtree key account_planning_solution
Bodhtree key account_planning_solutionBodhtree key account_planning_solution
Bodhtree key account_planning_solution
 
Bodhtree cloud geotagging_solution
Bodhtree cloud geotagging_solutionBodhtree cloud geotagging_solution
Bodhtree cloud geotagging_solution
 
Bodhtree healthcare payer solutions
Bodhtree healthcare payer solutionsBodhtree healthcare payer solutions
Bodhtree healthcare payer solutions
 
Tele health startup case study
Tele health startup case studyTele health startup case study
Tele health startup case study
 
How unused Big Data turns into Big Value
How unused Big Data turns into Big ValueHow unused Big Data turns into Big Value
How unused Big Data turns into Big Value
 
Change is the only constant
Change is the only constantChange is the only constant
Change is the only constant
 
Bodhtree Corporate Overview
Bodhtree Corporate OverviewBodhtree Corporate Overview
Bodhtree Corporate Overview
 
Balance your Supply Chain with Big Data
Balance your Supply Chain with Big DataBalance your Supply Chain with Big Data
Balance your Supply Chain with Big Data
 
Business Analytics from Bodhtree
Business Analytics from BodhtreeBusiness Analytics from Bodhtree
Business Analytics from Bodhtree
 
Bodhtree Corporate Deck
Bodhtree Corporate DeckBodhtree Corporate Deck
Bodhtree Corporate Deck
 

Kürzlich hochgeladen

introduction-to-automotive Andoid os-csimmonds-ndctechtown-2021.pdf
introduction-to-automotive Andoid os-csimmonds-ndctechtown-2021.pdfintroduction-to-automotive Andoid os-csimmonds-ndctechtown-2021.pdf
introduction-to-automotive Andoid os-csimmonds-ndctechtown-2021.pdf
VishalKumarJha10
 
CHEAP Call Girls in Pushp Vihar (-DELHI )🔝 9953056974🔝(=)/CALL GIRLS SERVICE
CHEAP Call Girls in Pushp Vihar (-DELHI )🔝 9953056974🔝(=)/CALL GIRLS SERVICECHEAP Call Girls in Pushp Vihar (-DELHI )🔝 9953056974🔝(=)/CALL GIRLS SERVICE
CHEAP Call Girls in Pushp Vihar (-DELHI )🔝 9953056974🔝(=)/CALL GIRLS SERVICE
9953056974 Low Rate Call Girls In Saket, Delhi NCR
 

Kürzlich hochgeladen (20)

The Guide to Integrating Generative AI into Unified Continuous Testing Platfo...
The Guide to Integrating Generative AI into Unified Continuous Testing Platfo...The Guide to Integrating Generative AI into Unified Continuous Testing Platfo...
The Guide to Integrating Generative AI into Unified Continuous Testing Platfo...
 
Learn the Fundamentals of XCUITest Framework_ A Beginner's Guide.pdf
Learn the Fundamentals of XCUITest Framework_ A Beginner's Guide.pdfLearn the Fundamentals of XCUITest Framework_ A Beginner's Guide.pdf
Learn the Fundamentals of XCUITest Framework_ A Beginner's Guide.pdf
 
Introducing Microsoft’s new Enterprise Work Management (EWM) Solution
Introducing Microsoft’s new Enterprise Work Management (EWM) SolutionIntroducing Microsoft’s new Enterprise Work Management (EWM) Solution
Introducing Microsoft’s new Enterprise Work Management (EWM) Solution
 
Diamond Application Development Crafting Solutions with Precision
Diamond Application Development Crafting Solutions with PrecisionDiamond Application Development Crafting Solutions with Precision
Diamond Application Development Crafting Solutions with Precision
 
Exploring the Best Video Editing App.pdf
Exploring the Best Video Editing App.pdfExploring the Best Video Editing App.pdf
Exploring the Best Video Editing App.pdf
 
introduction-to-automotive Andoid os-csimmonds-ndctechtown-2021.pdf
introduction-to-automotive Andoid os-csimmonds-ndctechtown-2021.pdfintroduction-to-automotive Andoid os-csimmonds-ndctechtown-2021.pdf
introduction-to-automotive Andoid os-csimmonds-ndctechtown-2021.pdf
 
call girls in Vaishali (Ghaziabad) 🔝 >༒8448380779 🔝 genuine Escort Service 🔝✔️✔️
call girls in Vaishali (Ghaziabad) 🔝 >༒8448380779 🔝 genuine Escort Service 🔝✔️✔️call girls in Vaishali (Ghaziabad) 🔝 >༒8448380779 🔝 genuine Escort Service 🔝✔️✔️
call girls in Vaishali (Ghaziabad) 🔝 >༒8448380779 🔝 genuine Escort Service 🔝✔️✔️
 
How to Choose the Right Laravel Development Partner in New York City_compress...
How to Choose the Right Laravel Development Partner in New York City_compress...How to Choose the Right Laravel Development Partner in New York City_compress...
How to Choose the Right Laravel Development Partner in New York City_compress...
 
How To Use Server-Side Rendering with Nuxt.js
How To Use Server-Side Rendering with Nuxt.jsHow To Use Server-Side Rendering with Nuxt.js
How To Use Server-Side Rendering with Nuxt.js
 
Shapes for Sharing between Graph Data Spaces - and Epistemic Querying of RDF-...
Shapes for Sharing between Graph Data Spaces - and Epistemic Querying of RDF-...Shapes for Sharing between Graph Data Spaces - and Epistemic Querying of RDF-...
Shapes for Sharing between Graph Data Spaces - and Epistemic Querying of RDF-...
 
Unlocking the Future of AI Agents with Large Language Models
Unlocking the Future of AI Agents with Large Language ModelsUnlocking the Future of AI Agents with Large Language Models
Unlocking the Future of AI Agents with Large Language Models
 
Microsoft AI Transformation Partner Playbook.pdf
Microsoft AI Transformation Partner Playbook.pdfMicrosoft AI Transformation Partner Playbook.pdf
Microsoft AI Transformation Partner Playbook.pdf
 
Tech Tuesday-Harness the Power of Effective Resource Planning with OnePlan’s ...
Tech Tuesday-Harness the Power of Effective Resource Planning with OnePlan’s ...Tech Tuesday-Harness the Power of Effective Resource Planning with OnePlan’s ...
Tech Tuesday-Harness the Power of Effective Resource Planning with OnePlan’s ...
 
Reassessing the Bedrock of Clinical Function Models: An Examination of Large ...
Reassessing the Bedrock of Clinical Function Models: An Examination of Large ...Reassessing the Bedrock of Clinical Function Models: An Examination of Large ...
Reassessing the Bedrock of Clinical Function Models: An Examination of Large ...
 
The Real-World Challenges of Medical Device Cybersecurity- Mitigating Vulnera...
The Real-World Challenges of Medical Device Cybersecurity- Mitigating Vulnera...The Real-World Challenges of Medical Device Cybersecurity- Mitigating Vulnera...
The Real-World Challenges of Medical Device Cybersecurity- Mitigating Vulnera...
 
AI & Machine Learning Presentation Template
AI & Machine Learning Presentation TemplateAI & Machine Learning Presentation Template
AI & Machine Learning Presentation Template
 
8257 interfacing 2 in microprocessor for btech students
8257 interfacing 2 in microprocessor for btech students8257 interfacing 2 in microprocessor for btech students
8257 interfacing 2 in microprocessor for btech students
 
call girls in Vaishali (Ghaziabad) 🔝 >༒8448380779 🔝 genuine Escort Service 🔝✔️✔️
call girls in Vaishali (Ghaziabad) 🔝 >༒8448380779 🔝 genuine Escort Service 🔝✔️✔️call girls in Vaishali (Ghaziabad) 🔝 >༒8448380779 🔝 genuine Escort Service 🔝✔️✔️
call girls in Vaishali (Ghaziabad) 🔝 >༒8448380779 🔝 genuine Escort Service 🔝✔️✔️
 
CHEAP Call Girls in Pushp Vihar (-DELHI )🔝 9953056974🔝(=)/CALL GIRLS SERVICE
CHEAP Call Girls in Pushp Vihar (-DELHI )🔝 9953056974🔝(=)/CALL GIRLS SERVICECHEAP Call Girls in Pushp Vihar (-DELHI )🔝 9953056974🔝(=)/CALL GIRLS SERVICE
CHEAP Call Girls in Pushp Vihar (-DELHI )🔝 9953056974🔝(=)/CALL GIRLS SERVICE
 
Right Money Management App For Your Financial Goals
Right Money Management App For Your Financial GoalsRight Money Management App For Your Financial Goals
Right Money Management App For Your Financial Goals
 

Large scale enterprises are leveraging Salesforce.com CRM to automate Sales and bring transparency in production data

  • 1. Large scale enterprises are leveraging Salesforce.com CRM to automate Sales and bring transparency in production data Large scale enterprises have its own complexities in sales and production processes. The enormous data generation and inaccuracies in visualizing data is crippling critical sales and production objectives. Sales automation becomes critical to get complete visibility so that production decisions are made accurately. Our experience of working with a largest plastic manufacturing company is a classic example of how sales & production data complexities can be simplified by architecting a customized Salesforce.com CRM solution. Business Challenge The customer has varied automated business units, but customer Information/sales data was being maintained in legacy systems and spreadsheets. This was limiting the client from implementing new applications to improve performance and take advantage of new functionality. Additionally there was also an increased dependency on SAP systems to fetch data for running schemes and generating the invoices. The client was in need of a centralized database to reduce manual intervention while creating beat plans. They wanted a system that can generate metrics /reports to understand the overall trends. They wanted their technology partner to support the critical need of tracking customer credit and outstanding information. Categorizing different product families in the SAP system was a challenge. Precisely, they required a single platform to maintain their operational data while minimizing downtime, and improving the performance of their applications and databases. Solution We deployed Sales Cloud CRM to automate their entire sales operations. The objective was to bring greater visibility to sales management, so that their leadership team is align with critical sales data like sales pipeline, sales forecasting, sales by region for complete transparency and decision making. We have automated their sales, marketing processes and enabled bi-directional integration between Salesforce and ERP that will enable a seamless flow of data. We also implemented database that measures daily / weekly / monthly activities, along with tracking and maintaining daily complaint log files. Implemented a feature that updates timely payment status including outstanding and completed payments. Enabled a feature with dynamic computation of the total price and quantity assigned based on the base quantity entered in the system. Setup automated alerts for the complaint log to the respective departments to reduce issue resolution time. Benefits Bodhtree delivered a single source of information in the Cloud allowing our client to easily eliminate redundancies. With this single source it maintains confidentiality of data across
  • 2. divisions. Reports & Dashboards enabled them to measure business performance at every level in the organization.