Resolving Manual Processing Issues For A Leading Furniture Retailer Using Salesforce Solutions

GetOnCRM > Resolving Manual Processing Issues For A Leading Furniture Retailer Using Salesforce Solutions

Success Metrics: Realizing the Power of GetOnCRM Solutions

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Acceleration in Sales Cycle

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Surge in Revenue

Objective

Transforming the operations of a leading North American furniture industry player, our esteemed client sought the expertise of GetOnCRM Solutions to streamline sales and marketing processes while gaining valuable real-time business insights.

Project Overview

Operating an extensive chain of furniture stores spanning the continent, our client partnered with GetOnCRM Solutions to address automation needs in sales and marketing. Furthermore, they required an advanced analytics system to unlock actionable insights.

Objective

Transforming the operations of a leading North American furniture industry player, our esteemed client sought the expertise of GetOnCRM Solutions to streamline sales and marketing processes while gaining valuable real-time business insights.

Project Overview

Operating an extensive chain of furniture stores spanning the continent, our client partnered with GetOnCRM Solutions to address automation needs in sales and marketing. Furthermore, they required an advanced analytics system to unlock actionable insights.

The Challenges

Facing hurdles that hampered efficiency and productivity, our client encountered the following obstacles:

  • Manual Order Processing – The absence of an automated system resulted in time-consuming and error-prone order processing.
  • Tracking Finished Samples and Drawings – The client lacked a mechanism to effectively track the status and location of finished samples and drawings.
  • Sales Performance Tracking – The client had no streamlined process to monitor and evaluate sales performance.

The Solution

To overcome these challenges, GetOnCRM Solutions implemented Salesforce Sales Cloud, Salesforce CPQ, and Salesforce Billing and tailored a comprehensive solution to meet the client’s unique supply chain requirements. The solution included the following key components:

  • Automated Order Processing – We developed an automated system that streamlined the order processing workflow, eliminating manual errors and reducing processing time significantly.
  • Enhanced Tracking System – Our team created a custom system to capture and track data related to drawings, samples, and materials, providing real-time visibility into their status and location.
  • Search Filters and Easy Access – We implemented search filters within the Salesforce platform to enable quick and easy access to product information, enhancing overall operational efficiency.
  • Streamlined Quote-to-Order Process – We optimized the Quote-to-Order (Q2O) process, ensuring a seamless transition from generating quotes to finalizing orders.

The Business Impact

  • Faster Sales Cycle – The automated processes and improved workflow resulted in a sales cycle acceleration, allowing the client to serve customers more efficiently.
  • Increased Productivity – By eliminating manual processing and providing real-time visibility into operations, the client experienced an increase in productivity.
  • Growth in Sales Revenue – With streamlined operations and enhanced sales performance tracking, the client achieved remarkable growth in sales revenue.

The Challenges

Facing hurdles that hampered efficiency and productivity, our client encountered the following obstacles:

  • Manual Order Processing – The absence of an automated system resulted in time-consuming and error-prone order processing.
  • Tracking Finished Samples and Drawings – The client lacked a mechanism to effectively track the status and location of finished samples and drawings.
  • Sales Performance Tracking – The client had no streamlined process to monitor and evaluate sales performance.

The Solution

To overcome these challenges, GetOnCRM Solutions implemented Salesforce Sales Cloud, Salesforce CPQ, and Salesforce Billing and tailored a comprehensive solution to meet the client’s unique supply chain requirements. The solution included the following key components:

  • Automated Order Processing – We developed an automated system that streamlined the order processing workflow, eliminating manual errors and reducing processing time significantly.
  • Enhanced Tracking System – Our team created a custom system to capture and track data related to drawings, samples, and materials, providing real-time visibility into their status and location.
  • Search Filters and Easy Access – We implemented search filters within the Salesforce platform to enable quick and easy access to product information, enhancing overall operational efficiency.
  • Streamlined Quote-to-Order Process – We optimized the Quote-to-Order (Q2O) process, ensuring a seamless transition from generating quotes to finalizing orders.

The Business Impact

  • Faster Sales Cycle – The automated processes and improved workflow resulted in a sales cycle acceleration, allowing the client to serve customers more efficiently.
  • Increased Productivity – By eliminating manual processing and providing real-time visibility into operations, the client experienced an increase in productivity.
  • Growth in Sales Revenue – With streamlined operations and enhanced sales performance tracking, the client achieved remarkable growth in sales revenue.

Customer Testimonial

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Our collaboration with GetOnCRM Solutions has revolutionized our operations. Their customized Salesforce CRM solution has automated our sales and marketing processes, driving efficiency and delivering real-time insights. We have witnessed a significant acceleration in our sales cycle, a substantial increase in productivity, and remarkable revenue growth.

Create a Salesforce experience that's right for your business.

Reinforce your sales, service or marketing efforts with Salesforce implementation services from GetOnCRM Solutions.
Let’s Get Started

Create a Salesforce experience that's right
for your business.

Reinforce your sales, service or marketing efforts with Salesforce implementation services from GetOnCRM Solutions.
Let’s Get Started