SlideShare a Scribd company logo
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.

More Related Content

More from Bodhtree

Bodhtree workforce productivity_improvement_solution
Bodhtree workforce productivity_improvement_solutionBodhtree workforce productivity_improvement_solution
Bodhtree workforce productivity_improvement_solution
Bodhtree
 
Bodhtree executive management_program_tracking_solution
Bodhtree executive management_program_tracking_solutionBodhtree executive management_program_tracking_solution
Bodhtree executive management_program_tracking_solution
Bodhtree
 
Bodhtree key account_planning_solution
Bodhtree key account_planning_solutionBodhtree key account_planning_solution
Bodhtree key account_planning_solution
Bodhtree
 
Bodhtree cloud geotagging_solution
Bodhtree cloud geotagging_solutionBodhtree cloud geotagging_solution
Bodhtree cloud geotagging_solution
Bodhtree
 
Bodhtree healthcare payer solutions
Bodhtree healthcare payer solutionsBodhtree healthcare payer solutions
Bodhtree healthcare payer solutions
Bodhtree
 
Tele health startup case study
Tele health startup case studyTele health startup case study
Tele health startup case study
Bodhtree
 
How unused Big Data turns into Big Value
How unused Big Data turns into Big ValueHow unused Big Data turns into Big Value
How unused Big Data turns into Big Value
Bodhtree
 
Change is the only constant
Change is the only constantChange is the only constant
Change is the only constantBodhtree
 
Bodhtree Corporate Overview
Bodhtree Corporate OverviewBodhtree Corporate Overview
Bodhtree Corporate Overview
Bodhtree
 
Balance your Supply Chain with Big Data
Balance your Supply Chain with Big DataBalance your Supply Chain with Big Data
Balance your Supply Chain with Big DataBodhtree
 
Business Analytics from Bodhtree
Business Analytics from BodhtreeBusiness Analytics from Bodhtree
Business Analytics from Bodhtree
Bodhtree
 
Bodhtree Corporate Deck
Bodhtree Corporate DeckBodhtree Corporate Deck
Bodhtree Corporate Deck
Bodhtree
 

More from Bodhtree (12)

Bodhtree workforce productivity_improvement_solution
Bodhtree workforce productivity_improvement_solutionBodhtree workforce productivity_improvement_solution
Bodhtree workforce productivity_improvement_solution
 
Bodhtree executive management_program_tracking_solution
Bodhtree executive management_program_tracking_solutionBodhtree executive management_program_tracking_solution
Bodhtree executive management_program_tracking_solution
 
Bodhtree key account_planning_solution
Bodhtree key account_planning_solutionBodhtree key account_planning_solution
Bodhtree key account_planning_solution
 
Bodhtree cloud geotagging_solution
Bodhtree cloud geotagging_solutionBodhtree cloud geotagging_solution
Bodhtree cloud geotagging_solution
 
Bodhtree healthcare payer solutions
Bodhtree healthcare payer solutionsBodhtree healthcare payer solutions
Bodhtree healthcare payer solutions
 
Tele health startup case study
Tele health startup case studyTele health startup case study
Tele health startup case study
 
How unused Big Data turns into Big Value
How unused Big Data turns into Big ValueHow unused Big Data turns into Big Value
How unused Big Data turns into Big Value
 
Change is the only constant
Change is the only constantChange is the only constant
Change is the only constant
 
Bodhtree Corporate Overview
Bodhtree Corporate OverviewBodhtree Corporate Overview
Bodhtree Corporate Overview
 
Balance your Supply Chain with Big Data
Balance your Supply Chain with Big DataBalance your Supply Chain with Big Data
Balance your Supply Chain with Big Data
 
Business Analytics from Bodhtree
Business Analytics from BodhtreeBusiness Analytics from Bodhtree
Business Analytics from Bodhtree
 
Bodhtree Corporate Deck
Bodhtree Corporate DeckBodhtree Corporate Deck
Bodhtree Corporate Deck
 

Recently uploaded

Providing Globus Services to Users of JASMIN for Environmental Data Analysis
Providing Globus Services to Users of JASMIN for Environmental Data AnalysisProviding Globus Services to Users of JASMIN for Environmental Data Analysis
Providing Globus Services to Users of JASMIN for Environmental Data Analysis
Globus
 
Exploring Innovations in Data Repository Solutions - Insights from the U.S. G...
Exploring Innovations in Data Repository Solutions - Insights from the U.S. G...Exploring Innovations in Data Repository Solutions - Insights from the U.S. G...
Exploring Innovations in Data Repository Solutions - Insights from the U.S. G...
Globus
 
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
Globus
 
Large Language Models and the End of Programming
Large Language Models and the End of ProgrammingLarge Language Models and the End of Programming
Large Language Models and the End of Programming
Matt Welsh
 
How Does XfilesPro Ensure Security While Sharing Documents in Salesforce?
How Does XfilesPro Ensure Security While Sharing Documents in Salesforce?How Does XfilesPro Ensure Security While Sharing Documents in Salesforce?
How Does XfilesPro Ensure Security While Sharing Documents in Salesforce?
XfilesPro
 
A Comprehensive Look at Generative AI in Retail App Testing.pdf
A Comprehensive Look at Generative AI in Retail App Testing.pdfA Comprehensive Look at Generative AI in Retail App Testing.pdf
A Comprehensive Look at Generative AI in Retail App Testing.pdf
kalichargn70th171
 
Globus Connect Server Deep Dive - GlobusWorld 2024
Globus Connect Server Deep Dive - GlobusWorld 2024Globus Connect Server Deep Dive - GlobusWorld 2024
Globus Connect Server Deep Dive - GlobusWorld 2024
Globus
 
Understanding Globus Data Transfers with NetSage
Understanding Globus Data Transfers with NetSageUnderstanding Globus Data Transfers with NetSage
Understanding Globus Data Transfers with NetSage
Globus
 
Developing Distributed High-performance Computing Capabilities of an Open Sci...
Developing Distributed High-performance Computing Capabilities of an Open Sci...Developing Distributed High-performance Computing Capabilities of an Open Sci...
Developing Distributed High-performance Computing Capabilities of an Open Sci...
Globus
 
First Steps with Globus Compute Multi-User Endpoints
First Steps with Globus Compute Multi-User EndpointsFirst Steps with Globus Compute Multi-User Endpoints
First Steps with Globus Compute Multi-User Endpoints
Globus
 
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...
Globus
 
GlobusWorld 2024 Opening Keynote session
GlobusWorld 2024 Opening Keynote sessionGlobusWorld 2024 Opening Keynote session
GlobusWorld 2024 Opening Keynote session
Globus
 
How to Position Your Globus Data Portal for Success Ten Good Practices
How to Position Your Globus Data Portal for Success Ten Good PracticesHow to Position Your Globus Data Portal for Success Ten Good Practices
How to Position Your Globus Data Portal for Success Ten Good Practices
Globus
 
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
informapgpstrackings
 
Multiple Your Crypto Portfolio with the Innovative Features of Advanced Crypt...
Multiple Your Crypto Portfolio with the Innovative Features of Advanced Crypt...Multiple Your Crypto Portfolio with the Innovative Features of Advanced Crypt...
Multiple Your Crypto Portfolio with the Innovative Features of Advanced Crypt...
Hivelance Technology
 
Corporate Management | Session 3 of 3 | Tendenci AMS
Corporate Management | Session 3 of 3 | Tendenci AMSCorporate Management | Session 3 of 3 | Tendenci AMS
Corporate Management | Session 3 of 3 | Tendenci AMS
Tendenci - The Open Source AMS (Association Management Software)
 
Globus Compute wth IRI Workflows - GlobusWorld 2024
Globus Compute wth IRI Workflows - GlobusWorld 2024Globus Compute wth IRI Workflows - GlobusWorld 2024
Globus Compute wth IRI Workflows - GlobusWorld 2024
Globus
 
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoam
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoamOpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoam
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoam
takuyayamamoto1800
 
Enhancing Research Orchestration Capabilities at ORNL.pdf
Enhancing Research Orchestration Capabilities at ORNL.pdfEnhancing Research Orchestration Capabilities at ORNL.pdf
Enhancing Research Orchestration Capabilities at ORNL.pdf
Globus
 
Vitthal Shirke Microservices Resume Montevideo
Vitthal Shirke Microservices Resume MontevideoVitthal Shirke Microservices Resume Montevideo
Vitthal Shirke Microservices Resume Montevideo
Vitthal Shirke
 

Recently uploaded (20)

Providing Globus Services to Users of JASMIN for Environmental Data Analysis
Providing Globus Services to Users of JASMIN for Environmental Data AnalysisProviding Globus Services to Users of JASMIN for Environmental Data Analysis
Providing Globus Services to Users of JASMIN for Environmental Data Analysis
 
Exploring Innovations in Data Repository Solutions - Insights from the U.S. G...
Exploring Innovations in Data Repository Solutions - Insights from the U.S. G...Exploring Innovations in Data Repository Solutions - Insights from the U.S. G...
Exploring Innovations in Data Repository Solutions - Insights from the U.S. G...
 
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
 
Large Language Models and the End of Programming
Large Language Models and the End of ProgrammingLarge Language Models and the End of Programming
Large Language Models and the End of Programming
 
How Does XfilesPro Ensure Security While Sharing Documents in Salesforce?
How Does XfilesPro Ensure Security While Sharing Documents in Salesforce?How Does XfilesPro Ensure Security While Sharing Documents in Salesforce?
How Does XfilesPro Ensure Security While Sharing Documents in Salesforce?
 
A Comprehensive Look at Generative AI in Retail App Testing.pdf
A Comprehensive Look at Generative AI in Retail App Testing.pdfA Comprehensive Look at Generative AI in Retail App Testing.pdf
A Comprehensive Look at Generative AI in Retail App Testing.pdf
 
Globus Connect Server Deep Dive - GlobusWorld 2024
Globus Connect Server Deep Dive - GlobusWorld 2024Globus Connect Server Deep Dive - GlobusWorld 2024
Globus Connect Server Deep Dive - GlobusWorld 2024
 
Understanding Globus Data Transfers with NetSage
Understanding Globus Data Transfers with NetSageUnderstanding Globus Data Transfers with NetSage
Understanding Globus Data Transfers with NetSage
 
Developing Distributed High-performance Computing Capabilities of an Open Sci...
Developing Distributed High-performance Computing Capabilities of an Open Sci...Developing Distributed High-performance Computing Capabilities of an Open Sci...
Developing Distributed High-performance Computing Capabilities of an Open Sci...
 
First Steps with Globus Compute Multi-User Endpoints
First Steps with Globus Compute Multi-User EndpointsFirst Steps with Globus Compute Multi-User Endpoints
First Steps with Globus Compute Multi-User Endpoints
 
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...
 
GlobusWorld 2024 Opening Keynote session
GlobusWorld 2024 Opening Keynote sessionGlobusWorld 2024 Opening Keynote session
GlobusWorld 2024 Opening Keynote session
 
How to Position Your Globus Data Portal for Success Ten Good Practices
How to Position Your Globus Data Portal for Success Ten Good PracticesHow to Position Your Globus Data Portal for Success Ten Good Practices
How to Position Your Globus Data Portal for Success Ten Good Practices
 
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
 
Multiple Your Crypto Portfolio with the Innovative Features of Advanced Crypt...
Multiple Your Crypto Portfolio with the Innovative Features of Advanced Crypt...Multiple Your Crypto Portfolio with the Innovative Features of Advanced Crypt...
Multiple Your Crypto Portfolio with the Innovative Features of Advanced Crypt...
 
Corporate Management | Session 3 of 3 | Tendenci AMS
Corporate Management | Session 3 of 3 | Tendenci AMSCorporate Management | Session 3 of 3 | Tendenci AMS
Corporate Management | Session 3 of 3 | Tendenci AMS
 
Globus Compute wth IRI Workflows - GlobusWorld 2024
Globus Compute wth IRI Workflows - GlobusWorld 2024Globus Compute wth IRI Workflows - GlobusWorld 2024
Globus Compute wth IRI Workflows - GlobusWorld 2024
 
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoam
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoamOpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoam
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoam
 
Enhancing Research Orchestration Capabilities at ORNL.pdf
Enhancing Research Orchestration Capabilities at ORNL.pdfEnhancing Research Orchestration Capabilities at ORNL.pdf
Enhancing Research Orchestration Capabilities at ORNL.pdf
 
Vitthal Shirke Microservices Resume Montevideo
Vitthal Shirke Microservices Resume MontevideoVitthal Shirke Microservices Resume Montevideo
Vitthal Shirke Microservices Resume Montevideo
 

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.