SFConsulting
CRM & ERP Alignment Strategy
Client Overview
A mid-size design and manufacturing company in North America providing power solutions to the electronics industry globally.
Technology Stack
The Challenge
ERP and CRM were completely disconnected with no common users across systems. Manual processes for data extraction and maintenance caused delays in customer response times and slowed down conversion rates.
Key Findings
- Inconsistent pricing on Quotes due to untraceable data
- Untracked and missed opportunities from manual processes
- Longer lead times due to product management delays
- Poor demand accuracy and constant roadmap changes
Business Goal
Sales Ops aimed to streamline operations, improve customer response times for faster conversion, and enhance the overall client experience.
Outcome & Recommendations
Our experts provided a strategic evaluation and roadmap recommendations to bridge the gap between Salesforce and Oracle.
Business Alignment
Secured organization-wide agreement on identified inefficiencies and operational gaps.
Phased Timeline
Preparation of a multi-phased roadmap for automation and improved system utilization.
Execution Strategy
Detailed implementation plan including ROI analysis and specialized project team formation.
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