CHALLENGE:

• Give leadership real-time sales and manufacturing reports and dashboards that are difficult to access using the legacy ERP (Epicor).
• Create real-time operational reports and dashboards for the factory floor.
• Streamline manual sales and manufacturing workflows with new digital workflows.
• Reduce reliance on manual spreadsheets.
• Reduce the risk of data error with less manual data entry.

SOLUTION:

• Implemented Epicolor Salesforce ERP Integrations using Mulesoft
• Implemented a cloud-based workflow solution focused on more efficient processes that replaced the many time-consuming spreadsheets, and offered easily accessible inventory data
• Provided Salesforce reports and dashboards for all areas of business and made sure they were mobile-friendly.

RESULTS:

• Increased efficiencies across several key areas including visibility of all the necessary data, communication, and time.
• Quote-to-order processing time dropped by 25 percent during the first year. They also went from using 12 spreadsheets for managing sales order data during order fulfillment to using none.
• The rate of data entry errors during the order processing became negligible.
• C-Suite was finally able to access real-time manufacturing and sales data with a highly-intuitive, user-friendly and mobile-friendly dashboard through custom integration process

Salesforce Integration with Manufacturing ERP

CHALLENGE:

A manufacturing client had some pain points that are pretty familiar to similar companies within the same space. Namely, the firm wanted to both boost top-line sales and their bottom line profits. A key sticking point in reaching these objectives was the client’s inability to tap into real-time sales and manufacturing data because of an outdated cloud/server-based ERP known as Epicor. Currently, C-Suite needs to wait for reports generated at month’s end for this information.

The client also wanted to reduce processes for both manufacturing and quoting, increase the manufacturing and sales data visible across all levels, and reduce their reliance on spreadsheets. A decrease in errors during the data entry phase, as well as the manual resources needed for data entry, was also desired.

SOLUTION:

As soon as CLOUDSTREET was contacted, it was evident that Salesforce was the perfect ERP solution for this client. We set about integrating sales and manufacturing data from Epicor ERP Platform with Salesforce using Mulesoft. While the client will continue to use Epicor as its primary ERP software, they will implement the Salesforce platform to add to or replace certain business processes that might not be usable in their current form or lack the functionality they need.

We also implemented a cloud-based software solution focused on new processes that can replace those that are outdated such as the many time-consuming spreadsheets. By doing so, the client can reduce the manual entries needed as well as human error, and enhance data accuracy. This solution also increases efficiencies for sales and service teams across several key areas including customer data visibility, communication, and time. By integrating Salesforce CRM solution, sales processes such as lead tracking, accounts, transactions, contacts, and opportunities, as well as their related reporting, can be accessed.

RESULTS:

The results for our client were pretty impressive. Their quote-to-order processing time dropped by 25 percent during the first year. They also went from using 12 spreadsheets during order fulfillment to using none. Instead, they rely 100 percent on Salesforce. By doing so, they enjoy streamlined planning, work management, scheduling, quality control, and inspections. Moreover, it reduced the overall pressure of work on the sales team. Subsequently, the rate of data entry errors during the order processing became negligible. To top it all off, C-Suite was finally able to access real-time manufacturing and sales data with a highly-intuitive and user-friendly dashboard – thereby meeting customer expectations to the T.

Making the switch from a system that is a patchwork of different solutions that aren’t working well can be overwhelming. Not knowing where to start and which solution will best meet their objective is why this client turned to CLOUDSTREET. Thankfully, we have the right amount of expertise and experience in Salesforce ERP systems can implement ERP integration in the most hassle-free manner possible. With us by their side, implementing Salesforce for project management made the otherwise challenging process of changing gears worthwhile with the benefits it provides.

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