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Salesforce Consulting Service

OPTIMIZING SALES OPERATIONS WITH A UNIFIED DIGITAL SOLUTION

About the Organization

A leading enterprise in the manufacturing sector faced challenges in managing its sales-to-order lifecycle, supplier data, and operational efficiency. With multiple stakeholders involved, a streamlined and automated approach was required to eliminate inefficiencies and enhance collaboration.

Challenges

  • Inefficient management of the sales to order lifecycle and lack of visibility into order status.​

  • Disconnected supplier data and manual document management, causing delays and errors.​

  • Key systems were not integrated, hindering collaboration and operational efficiency.

Solution

  • Salesforce Sales Cloud was implemented to automate and streamline the sales to order lifecycle.​

  • Supplier360 provided a unified supplier profile for better data accuracy.​

  • Automated quotation & document management with version history tracking.​

  • Integrated key systems to enhance visibility and collaboration.​

  • Configured automation and approval processes to reduce manual effort and improve efficiency.​

Result​

  • Faster and more accurate order processing, improving customer satisfaction.​

  • A single source of truth for suppliers, enhancing decision-making.Streamlined document management and faster approvals.​

  • Enhanced cross-department collaboration and reduced operational bottlenecks.​

  • Significant reduction in manual tasks, increasing overall productivity.​

Transform your business operations with Codleo Consulting, a trusted Salesforce consulting firm. As a certified Salesforce partner, our expert Salesforce consultants are here to streamline your processes, enhance collaboration, and drive efficiency. Let us help you unlock the full potential of Salesforce solutions tailored to your needs. Contact Codleo Consulting today!

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