“Manufacturing on the Ground   and In the Cloud”Wednesday, May 30thPresented By: Configero and Salesforce.comConfigero Pro...
Today’s Presenters                                         Stephen Walker, Former President                               ...
Customer SuccessConfigero Proprietary and Confidential   2
Background   Headquartered in Denmark with production   facilities in China, India, and the US, Hydratech   designs and se...
Business Challenges    Recent consolidation of global operations and product     lines increased complexity of sales and o...
Why Salesforce.com? Evaluated Microsoft Dynamics and Tour de Force Cloud-based approach was key in decision Scalable, f...
Rapid Deployment, Painless Process•       Seamless data migration from        JobBOSS to Salesforce       Active customer...
Connecting the Dots                                         Product configurator for bundling parts                       ...
Mobile-Enabled Sales Force•     Log visit and call report activity•     View open opportunities for      sales call planni...
Critical Business Intelligence Real-time reporting and visibility Reporting by market segments and  demographics for ord...
Immediate Business Impact    Pipeline report time down from 1 day to 15 minutes, enabling reps to     focus more time in ...
Expanding Impact, Value • Global roll-out to sites in Europe, Asia,   South America • Order Intake Budget vs. Actual Dashb...
Best Practices, Lessons Learned                        Don’t underestimate importance of data quality in process          ...
The ability to easily customize                                              the Salesforce CRM applications              ...
Critical Processes Increase efficiency with the Cloud                                                 Streamline multi-ste...
Social Front Ends Create A Layer of Agility Around Legacy Systems                         Employees    Partner            ...
Kimberly Clark Social Front End Delivers 108% ROI inLess Than 12 Months  Kimberly Clark Application LandscapeSales        ...
Workflow in the Cloud   -What are you still using Excel for?   -Which business processes are manual, repetitive or   stand...
Thank you for joining us!  Questions for Presenters  Get Started Today:   Salesforce Demo   30-Day Free Trial   Busines...
Upcoming SlideShare
Loading in …5
×

Webinar: Manufacturing on the Ground and in the Cloud

1,123 views

Published on

In case you missed it: Here's the webinar presentation "Manufacturing on the Ground and in the Cloud," featuring 20-year manufacturing industry veteran and current CEO, Stephen Walker and Salesforce Platform AE, Jonathan Fritz. Learn from Stephen about industry-specific business challenges, evaluating solutions, why they chose Salesforce over alternatives, how fast and easy implementation was and the immediate business impact they realized. To learn more, or to request a demo from Salesforce and/or Configero, please contact us at info@configero.com.

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,123
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
16
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • Configero introduction and backgroundSalesforce introduction/boilerplate
  • Introduce Stephen Walker: Stephen Walker, current CEO of GSB Sealing Solutions, is a 20-year industry veteran with expertise spanning executive management, operations, sales and strategic process improvement. Most recently, Steve was Vice President of Sales at Hydratech, one of the world's leading manufacturers and providers of high-quality and individually designed hydraulic cylinders for a wide variety of industries including oil and gas exploration, mining and manufacturing.
  • Objectives Implement an automated and seamless end-to-end Sales processes Streamline quoting process for custom and standard cylindersConfigure workflows and notifications/alerts functionality to increase visibility and process automationAccurate pipeline reporting and dashboard visibility Complex products, volatile demand, long leadtimes and increased globalization makevisibility into the right sales information critical to manufacturing companies of all typesand sizes. An integrated and streamlined sales process is vital for ensuring sales repsfollow through on leads, pursue the best opportunities, quote accurately and forecastcorrectly. Poor sales processes and systems negatively impact not only the sales team’snumbers and commissions, but also the company’s bottom line, including lowerproductivity, unhappy customers and reduced margins.
  • Tablet-based
  • Standard and custom products integrated with PricebooksOpportunities connected to quotesQuotes integrated with emailProduct configurator for bundling custom parts and products Automated quotation process with cloning features and configurator data
  • Sales now has ability to generate custom quotes including material costs, Custom quote templates include page of quote line items and a technical specifications sheetWorkload is now spent on live opportunities that drive revenue
  • Stephen: There were even points in the process where I was reluctant to move my inside sales team away from JobBoss, but…Most critical business areas: focus on issues impacting sales/bottom-line revenue, automating most complex or manual business processes – LOW-HANGING FRUIT
  • Introduce Stephen Walker:
  • Honeywell has leveraged the Platform for procurement. Suppliers can quickly be managed as accounts with materials being procured as lookup object to these accounts.Workflow and Chatter can be used for approvals.
  • Webinar: Manufacturing on the Ground and in the Cloud

    1. 1. “Manufacturing on the Ground and In the Cloud”Wednesday, May 30thPresented By: Configero and Salesforce.comConfigero Proprietary and Confidential 0
    2. 2. Today’s Presenters Stephen Walker, Former President CRC Manufacturing (now Hydratech Industries) www.hydratech-industries.com Jonathan Fritz, Platform Account Executive Salesforce.com www.salesforce.com Jody Hamlett, Managing Director Configero www.configero.comConfigero Proprietary and Confidential 1
    3. 3. Customer SuccessConfigero Proprietary and Confidential 2
    4. 4. Background Headquartered in Denmark with production facilities in China, India, and the US, Hydratech designs and sells standard and custom industrial products • Products • R&D • Engineering • Service/repairConfigero Proprietary and Confidential 3
    5. 5. Business Challenges Recent consolidation of global operations and product lines increased complexity of sales and operations Complex, customized product offerings and long quotation lead times Manual, time-consuming order entry, product configuration and quotation approval processes Disconnected lead, opportunity and customer data preventing pipeline visibility and accurate forecasting No system for centrally managing leads Limited visibility into profitability of products, margins, commissionsConfigero Proprietary and Confidential 4
    6. 6. Why Salesforce.com? Evaluated Microsoft Dynamics and Tour de Force Cloud-based approach was key in decision Scalable, flexible and customizable as we expand and consolidate operations globally (LANGUAGE SUPPORT) Limited IT involvement and responsibility Impressive network of expert partners like Configero with deep domain and business transformation expertise Didn’t require integration with software-based systems GOAL: Build easy-to-use mobile-enabled solution for automating and tracking opportunity-quote-approval processConfigero Proprietary and Confidential 5
    7. 7. Rapid Deployment, Painless Process• Seamless data migration from JobBOSS to Salesforce  Active customers/prospects and account details  YTD sales (summary number)  Expense and sales budgets• Data from core back-office systems to sync account, customer, opportunity, quote, order, and job cost summary Just 8 weeks to deploy to sales organization (inside reps, field sales, management)Configero Proprietary and Confidential 6
    8. 8. Connecting the Dots Product configurator for bundling parts Integrated with Price Books Custom Clone line items for standardization Quoting App built on c Quote distribution synched with email Force.com Electronic quote approvals to Optimize Lead- c Opportunities tied to quotes Opportunity Complete lead management -Quote- Approval Chatter for inside/field sales collaboration Pipeline reporting + sales forecastingConfigero Proprietary and Confidential 7
    9. 9. Mobile-Enabled Sales Force• Log visit and call report activity• View open opportunities for sales call planning• Manage calendar and budget on the road• Review pipeline remotely• Inside and field reps collaborate on leads, opportunities via Chatter• Entire sales force has relevant information at their fingertipsConfigero Proprietary and Confidential 8
    10. 10. Critical Business Intelligence Real-time reporting and visibility Reporting by market segments and demographics for order intake intelligence Custom dashboards to track pipeline progress Accurate forecasting Reports that used to take hours to generate now take minutesConfigero Proprietary and Confidential 9
    11. 11. Immediate Business Impact  Pipeline report time down from 1 day to 15 minutes, enabling reps to focus more time in the field and selling  Report generation now takes minutes vs. 8 hours previously  Ability to track entire sales process from lead to opportunity to quote to order for pipeline visibility and accurate forecasting  Accelerated quote generation process automates customization and distribution  Centralized Job Cost Summaries for visibility and reporting around profit margins, commissions, quote accuracySpeed and accuracy of proposal process = shorter lead times, increased sales productivity and competitive advantageConfigero Proprietary and Confidential 10
    12. 12. Expanding Impact, Value • Global roll-out to sites in Europe, Asia, South America • Order Intake Budget vs. Actual Dashboard and Report for Sales and Management • Integrate online product configurator tool with quoting system for user-generated opportunities • Custom warranty claim manager application for case managementConfigero Proprietary and Confidential 11
    13. 13. Best Practices, Lessons Learned Don’t underestimate importance of data quality in process Don’t be afraid to innovate Embrace custom applications for unique and complex business processes Phased approach and roadmap to focus on most critical business areas Gain executive buy-in with clear business caseConfigero Proprietary and Confidential 12
    14. 14. The ability to easily customize the Salesforce CRM applications for our unique manufacturing industry-specific needs is something that no other solution on the market offered. -Jim Malloy, VP of Sales The Salesforce AdvantageConfigero Proprietary and Confidential 13
    15. 15. Critical Processes Increase efficiency with the Cloud Streamline multi-step processes Replace manual and inefficient workflow Integrated collaboration and content Can be built by Business or IT Platform Services Visual Workflow Instant Scale Programmatic Logic Analytics Analytics MobileCustomers Include:
    16. 16. Social Front Ends Create A Layer of Agility Around Legacy Systems Employees Partner ERP, Warehouses, Mainframes Collaboration Social Media Instant access for any employee Proven user adoption Rapid deployment, Instant scale Integrated collaboration Platform Services Open API Analytics Data Modeler Mobile Customizable UI Open LanguagesCustomers Include:
    17. 17. Kimberly Clark Social Front End Delivers 108% ROI inLess Than 12 Months Kimberly Clark Application LandscapeSales Safety Marketing Workplace Customer ROI 14+ Apps on Platform Management Timba Scientific Expose Marketo 2.0 CTM Master Data Management Hoovers Training Collaboration RecruitingHR Finance MDM ERP Training Workday ERP ERP ERP Campaigns BW G and A SAP Integration ESB Live in 3 continents in less than 12months salesforce Other Cloud On Premise
    18. 18. Workflow in the Cloud -What are you still using Excel for? -Which business processes are manual, repetitive or standardized? -Which processes are unique to your organization’s operations? • Commissioning • Warranty claims • Procurement • Shipping • Product registration • Bill of MaterialsConfigero Proprietary and Confidential 17
    19. 19. Thank you for joining us! Questions for Presenters Get Started Today:  Salesforce Demo  30-Day Free Trial  Business Process Review Contact Us info@configero.com jfritz@salesforce.comConfigero Proprietary and Confidential 18

    ×