Case Study
Streamlining sales and operations, driving efficiency gains and customer satisfaction.
Revolutionizing a century-old legacy into a future-ready powerhouse.
engagement type
Managed Services
product
Sales Cloud
industry
Manufacturing
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Gusmer Enterprises excels in supplying advanced processing aids and equipment to the beverage industry, underpinned by a commitment to quality and service.
Overview
- Key Challenges: Initial Salesforce inadequacies and process misalignment.
- Key Solutions: Streamlined product, quoting, inventory, and delivery management in Salesforce.
- Key Impacts: Enhanced operational efficiency, minimized stockouts, and optimized delivery performance.
challenges
- Historical Complexities: Nearing their 100th year, Gusmer faced challenges modernizing legacy processes during the initial Salesforce setup.
- Customization Needs: The original Quote-to-Cash (QTC) process was ill-suited for their evolved business requirements.
- Inventory Management Gaps: Detected limitations in the initial setup hindering effective inventory management.
Solutions
- Strategic Analysis: Conducted tailored Salesforce customizations to modernize and align with Gusmer's century-long operational history.
- Product & Discount Management: Enhanced Salesforce interface for improved product and discount handling.
- Automated Quoting: Refined the system for more efficient quote creation and management.
- Inventory Optimization: Enabled real-time inventory insights and forecasting, with automated alerts for replenishment.
- Delivery Planning: Customized Salesforce to optimize delivery planning and schedules, for better logistical efficiency.
Impact
- Unified Data Ecosystem: Salesforce became a central hub, integrating historical and current data for strategic decision making.
- Sales Efficiency Boost: Streamlined opportunity management, enhancing sales process efficiency, aligning with Gusmer's longstanding market presence.
- Inventory and Delivery Integration: Streamlined inventory management and delivery planning, enhancing operational efficiency in line with modern standards.
- Operational Improvements: An 80% reduction in stockouts and an 85% improvement in on-time deliveries, boosting and reinforcing customer satisfaction and operational efficiency.