A global biometric technology provider faced growing inefficiencies as presales, sales, pricing, quote generation, warranty management, asset tracking, partner operations, and service workflows were distributed across disconnected systems. This created delays, data inconsistencies, and rising operational overhead across global markets. To support scale, the organisation needed a unified platform that streamlined presales, sales, post-sales, service, and partner / customer engagement.
GetOnCRM delivered a fully integrated Agentforce ecosystem leveraging Agentforce Sales, Agentforce Service, Agentforce Revenue, Agentforce Experience, along with integrations to external systems. The solution unified pricing, quoting, warranty tracking, service operations, and license management while enabling automation across presales and post-sales workflows. A bi-directional ERP integration ensured that order, inventory, and fulfilment data flowed seamlessly into Agentforce. The result is improved partner and customer experience, faster sales cycles, accurate reporting, and complete operational visibility.
The client is a global manufacturer specialising in advanced biometric access systems and workforce-management hardware used across security-focused industries. Their portfolio includes high-precision biometric devices and identity-authentication solutions deployed by enterprises, government organisations, and large facilities.
Operating across several regions, the company relies on a wide distributor network and manages a high volume of pricing requests, warranty cases, and service interactions. Their rapid growth created the need for a centralized, scalable platform that could unify sales, service and revenue processes, eliminate manual work, and deliver full visibility across the customer lifecycle.
The organisation faced multiple operational gaps due to fragmented systems and manual processes.
Our team followed a structured, data-driven approach to ensure seamless migration, accurate configuration, and smooth adoption.
Unified Agentforce Platform
Combined Sales, Service, and Revenue Cloud into one source of truth, integrated with the ERP via APIs.
IPQ & Proposal Automation
Shifted all qualification, estimation, and proposal steps into Salesforce using Flows and LWC validations.
Smart Quoting & Pricing
Automated pricebooks, quote versioning, discount governance, bundles, and ASC automation through Agentforce Revenue
Service Excellence Engine
Implemented SLA/entitlements, automated escalations, Email-to-Case, and a fully digital RMA process integrated with ERP.
Experience Cloud Portals
Launched Partner & Customer portals for opportunity submission, license management, case tracking, and document access.
Integrated Inventory & Dashboards
Synced ERP inventory for repairs and delivered real-time analytics for sales, ASC, service, and partner activities.
System of Record
All sales, service, pricing, partner, and license data consolidated in Agentforce.
Customer & Partner 360
Full visibility across opportunity, quote, order, support, and RMA lifecycle.
Faster Sales Cycles
Automated pricing, proposals, quotes, and discount approvals eliminate errors and delays.
Stronger Service Operations
SLA-based routing, escalations, and engineering workflows improve resolution speed.
Modernised RMA & Warranty
Digitised RMA tracking boosts transparency and reduces turnaround time.
Empowered Partner Network
Agentforce Experience portals streamlined collaboration and engagement
Accurate Revenue Management
Automated ASC tracking prevents leakage and improves renewals.
Higher Operational Efficiency
Overall, the transformation strengthened operational governance, improved customer experience, and positioned the organisation for scalable growth.
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