SUCCESS STORY
SFImpl: Sales Ops Boost
CPQ & Integration Excellence
Customer Context
A mid-size design and manufacturing company providing power solutions for the electronics industry with global operations.
Core Challenges
- Disconnected ERP (Oracle) and CRM (Salesforce)
- Heavy manual process overhead
- Frequent data discrepancies
- Long response times to customer requests
Implementing better business processes through automation
The project involved a comprehensive overhaul of CPQ (Configure, Price, Quote), Lead Management, and Demand Management systems.
Technical Solutions
- Integrated Pricing enquiry with ERP for realtime Quoting
- Revamped Opportunity creation for multi-part support
- Webservices between Oracle and Salesforce
- Price List Master process enforcement
- Service Cloud implementation for Leads/Cases
Platform Extension
- Integrated Service Cloud with Marketo
- Lead and Case assignment automation
- Partner Portal for Distributor engagement
- Digital demand forecasting process
Business Benefits and Outcome
90%
Process reduction
100%
System Driven Operations
Peak
Visibility boost
Rising
Conversion Rate
Transforming the Sales Experience
By moving to end-to-end automation, the executives now enjoy a superior reporting experience with trustworthy, actionable data streaming live from the systems.