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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.

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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.