Sales Cloud Implementation for Manufacturing Client
About Client
Our client is a family-owned, third-generation U.S. manufacturer with over 75 years of excellence. They specialize in premium stainless steel bar systems, refrigeration, and plumbing solutions. Renowned for their innovation and craftsmanship, our client delivers products that combine functionality with modern design.
Industry
Manufacturing
Products
Salesforce Sales Cloud
Salesforce Experience Cloud
GP Integration
Monday.com
Challenges
- Lacked access to reports and dashboards.
- Inconsistent opportunity stages.
- Difficult to search orders/invoices.
- Lacked order details and tracking.
- No option to create order-related cases.
- Lacked segmentation by month, year, rep group.
- Articles lacked categorization, consistency, and search.
- No single portal for dealers and reps to manage bids, purchasing history, and tracking orders.
- Winning dealers faced delays in getting product access.
- Reps had no easy source for product information.
- Admins lacked area-wise sales and revenue visibility.
Solutions
- Enabled portal access to reports and dashboards.
- Implemented detailed order pages with live status tracking.
- Segmented commission data by month, year, rep group.
- Organized articles with categories, search, and easy access.
- Standardized opportunity stages.
- Added time-based filters (30, 60, 90 days, 12 months).
- Launched a unified bidding portal for dealers and reps.
- Automated product access for winning dealers.
- Created a knowledge hub to get all product specifications.
- Streamlined contract assignment with guided quotations.
- Created dashboards for area-wise sales and revenue insights.
Results
- Reports & dashboards access improved decision-making.
- Knowledge base use increased self-resolution by 50%.
- Simplified analysis with structured commission data.
- Improved customer experience via real-time order tracking by 40%.
- 60% faster bidding and approval process.
- 55% faster information access for reps through the knowledge hub.
