Case Study: Salesforce Unification for Sales Service and Marketing

Salesforce as a Single Platform

Client makes pioneering water and housing products that make better homes a reality for everyone, everywhere. Born in 2011 through a merger of five of Japan’s most successful building materials and housing companies, they draw on their heritage to create world-leading technology and innovate to make high quality products that transform homes. Tectonic brought Salesforce Unification for Sales Service and Marketing.

Implemented – Case Study: Salesforce Unification for Sales Service and Marketing

The Problem:

Prior to the engagement, client did not have any unified system to generate quotes due to which every salesperson use to provide inconsistent quotes to the customers. This was bringing huge challenge of keeping consistency of quotes throughout the organization. This was also bringing challenges for service team due to which after sales service was compromised. The down steams effects include unsatisfied customers with different price quote, compromising on quality service and no data to market and expand the business.

The Solution:

Implemented a Salesforce Sales Cloud, Service Cloud, Pardot, Marketing Cloud and Experience Cloud across the entire organization
A seamless integration with SAP (using Informatica) and Box for file storage within Salesforce
Configure a unified Quoting system with ability to select products, bundles, pricing and quickly turn into a standardized quote to be sent to customers.
Allow for order entry by service reps enabling the ability to process warranty support orders.
Configure a customer portal for tracking order history, cases, and buying profiles.

The Results:

Single platform for all customer interactions
Real Time integration to bring required information to Salesforce from SAP and other connected systems.
Consistent pricing model for all projects regardless of Retired mainframe system in phases by bring all existing/new processes required to perform day to day operations
360 view of customer on fingertips
Consistent system across the globe
Better automated dashboard and reports for sales and service leadership

Ready to explore a Salesforce implementation with platform unification for your firm? Contact Tectonic today.