Case Study: Salesforce Advanced Forcasting and Streamline Operations Yields Big Change and Bigger Results

Salesforce Advanced Forcsting and Streamline Operations Yields Big Change and Bigger Results

Manufacturing Business provides total project management involving sourcing, logistics, and installation of production equipment for leading U.S. car manufacturers. They supply parts for the automotive industry in the U.S. Using new technologies and new materials, SCOA is promoting advances in automobile manufacturing. SCOA has provided technological innovations to help U.S. enterprises like Ford, GM and Navistar.

Case Study: Salesforce Advanced Forcsting and Streamline Operations Yields Big Change and Bigger Results
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Client Case Study: Salesforce Advanced Forcsting and Streamline Operations Yields Big Change and Bigger Results

Implemented – Salesforce Advanced forecasting and streamline operations yelds

The Problem:

Manufacturer had faced a litany of challenges across multiple lines of business. From a clunky sales functionality and process to forecasting they were not able to maximize their market share. Additionally architecting and aligning current data, technology capabilities and tools in order to build the right forecast was a serious pain point. They lacked the ability to evaluate seasonality and trends in any sort of useable manner. Our client had many disparate systems often with overlapping functionality that was causing a bottleneck.

The Solution:

Implemented Sales Cloud to efficiently track customers and orders.
Advanced forecasting algorithms to account for seasonality, trends, and historical data patterns.
Designed interactive dashboards for real-time visualization and analysis of forecast data.
Streamlined broken processes through automation.
Improved data capture through custom build PHP portals for:
- Accounts Receivable
- Request for Quotes
- Release Management

The Results:

Significantly improved visibility and control.
Real Time integration forecast data allowed reps to be more proactive in reaching out to customers at the right time
Automated notifications for stakeholders, keeping them updated on important forecast shifts.
Increased productivity across all departments and enhanced collaboration leading to boost in overall CSAT Scores.
360 view of customer on fingertips
Overhaul of forecasting and efficiencies

Ready to explore a Salesforce implementation with Sales Cloud for manufacturing? Contact Tectonic today.