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.
Who is Salesforce? Here is their story in their own words. From our inception, we've proudly embraced the identity of Read more
Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more
Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more
AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more
