Background
The newly appointed CEO of this investor backed Mid-market manufacturing client needed a platform to run the business on. The solution needed to deliver Marketing, Sales, Operations, Inventory, Order Processing, Finance and Customer Service so they could take and track orders, manufacturing, shipping, invoicing, and vendor payment.
Hurdles
The company had previously engaged three partners that did not deliver the desired solution which put the company at risk. They sought a partner to rescue the project help them manage the vendors, map their process and implement it fast.
Goals
Define and implement a complete business process on Salesforce.com and manage 3rd party vendors.
Deliverables
- End to End Business Process Mapping
- Program & Vendor Management
- Marketing Implementation (Pardot)
- Sales Implementation (Salesforce)
- Inventory Management (RootStock)
- Financial Management (FinancialForce)
Applied Experience
- More than 30 years of experience with CRMs
- Worked with Salesforce.com for 20 years
- Over 100 implementations from 2 to 3,500 users
The Return on Investment
Work Smarter
By defining an end to end business process and implementing it in Salesforce.com the team can use one system for all their work, eliminating double entry & saving them time.
Manage Better
We integrated 4 systems creating one database for great reporting. We automated sales metrics, pipeline, operational and financial reporting giving the managers the data they needed to be effective.
Grow Faster
By focusing the team on prioritized opportunities, making communications easier and management data driven, the client. Now executes their business strategy end to end on Salesforce.com. The client has since more than doubled revenues.
