How Salesforce CRM Transformed Operations for a Machinery Leader

Delivering Impactful results with GetOnCRM Solutions Expertise

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Reduction in lead-to-delivery time

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Increase in decision making

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Reduced the average Time-to-Trace

Objectives Behind a Leading Machinery Firm’s Salesforce Transition

A leading plastic machinery manufacturing company adopted a custom Salesforce Sales Cloud CRM to streamline sales, manage complex invoicing, and integrate end-to-end manufacturing processes—from raw material sourcing to product delivery. This solution has been pivotal in harmonizing the customer journey from lead capture to post-sales support.

Overcoming Key Challenges in Sales & Manufacturing Operations

Disjointed lead capture processes amidst an expansive supply chain ecosystem.
Absence of a cohesive system to effectively nurture leads, monitor machinery components, and oversee order deliveries.
Need for real-time, adaptable pricing mechanisms that account for global manufacturing standards and tariffs.
Integration challenges with legacy systems integral to manufacturing functions.
Crafting custom Proforma & invoice formats suitable for both international & domestic clientele, encompassing intricate details like customs, shipping, and varied tax regimes.

Smartly Streamlining Sales & Manufacturing via Salesforce CRM

Leveraging our dual expertise in Salesforce and manufacturing intricacies, we delivered:

Custom objects and fields aligning with typical manufacturing terminologies and processes.
Advanced workflows that monitored not just leads but also machinery components and the status of orders.
Insightful dashboards reflecting both sales and manufacturing operations.
A Pricebook tailored to US & Indian markets, aligned with international manufacturing standards.
Pro-Forma Invoice generation that's congruent with order processes, further enriched with capabilities to produce custom invoice formats capturing nuances like customs, shipping, and tax details, tailored for both international and domestic clients.

Measurable Business Growth with Salesforce CRM

Our manufacturing-focused Salesforce implementation heralded:

Client Quote

GetOnCRM Solution’s Salesforce solution didn’t just amplify our sales; it made us a more globally compliant and transparent manufacturer. Our invoicing, customs, and delivery processes have never been more synchronized. “We look forward to our continued partnership with GetOnCRM as we drive towards further growth.