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Case Study

Gusmer: Manager Services

Case Study

Streamlining sales and operations, driving efficiency gains and customer satisfaction.

Revolutionizing a century-old legacy into a future-ready powerhouse.

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engagement type

Managed Services
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product

Sales Cloud
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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.
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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.
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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.
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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.

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