Modern Solutions for Retail Manufacturing Company

Integrating Salesforce as the essential part of complex existing IT infrastructure

Story

The customer is an international manufacturing company specializing in developing modern retail ecosystems, namely retail equipment and similar solutions.
The company operates all over the world and has production facilities and sales representation in a number of European and Middle Eastern countries.
Their client interaction also runs through a network of regional offices and distributors.
The customer network covers businesses of different sizes in over 70 countries.

Background and previous challenges

The customer had a need to integrate Salesforce into their comprehensive IT ecosystem as a CRM platform that would be used by 120 sales managers moving the company forward.
This required designing and implementing the complex process structure that would be integrated with the enterprise resource and project management software that is in use by 1200 employees. 

The main challenge was to provide a seamless transition that would preserve and strengthen the integration of Salesforce as the CRM component with the ERP and task management system.
The change in one of them would critically influence the cooperation between different departments and could potentially disrupt the communication within processes.

The existing Salesforce design was primarily targeting the user experience, which did not necessarily serve the representatives working in the field.
Another dissatisfaction came from the data models, which did not serve the operation of the CRM, ERP, and task management system as a cohesive ecosystem.

Clouds & Technologies

Sales Cloud

Mobile Salesforce App

Third party integration systems (Workato, Integromat, Wrike)

Licenses Management

Marketing process from scratch

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