Case Study
Streamline and automate manufacturing sales operations
Enhancing sales efficiency and minimizing budgetary constraints through implemented solutions.
engagement type
Estimated Project
product
Sales Cloud
industry
Manufacturing
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DirectSource is a premier provider of custom kitchen cabinetry and countertops, dedicated to delivering exceptional quality and personalized design solutions for every home.
Overview
- Key Challenges: Tackling CRM complexities, manual quoting, and UI challenges.
- Key Solutions: Revolutionizing with enhanced CRM, LWC-guided quoting, and integrated forms.
- Key Results: Achieving rapid quotes, boosted efficiency, and notable cost savings.
challenges
- Salesforce Utilization: Difficulty with Salesforce for ERP (Enterprise Resource Planning) integration and BOM management (Bill of Materials).
- Quoting Process: Manual SKU (Stock Keeping Unit) selection and product bundling hindered efficiency.
- Interface Usability: Standard Salesforce UI/UX limited CAD (Computer-Aided Design) integration and real-time inventory insights.
Solutions
- Enhanced CRM Interface: Custom Salesforce optimization for better ERP and BOM accessibility.
- Guided Quoting Process: Developed a more intuitive quoting process using LWC component-supported screen flows, streamlining SKU selection and product bundling.
- Integrated Salesforce Forms: Shifted from external tools to Salesforce Forms, enhancing CAD and inventory management, with direct cost savings.
Impact
- Reduced Lead-to-Quote Time: 30% faster process, improving sales and operational planning.
- Increased Operational Efficiency: 10-15% efficiency gain from improved inventory management and sales tracking.
- Cost Savings: Savings from eliminating external form tool subscriptions, reducing operational overhead.