Salesforce and Ascent ERP Integration for an Automotive Company
About The Company:
Our client was a car manufacturing company spanning multiple countries. They wanted to position themselves as a technology-driven leader in the automotive industry. They were looking for a scalable solution to grow their customer base.
Customer Challenges :
The client faced challenges managing its growing customer base and improving its internal processes.
Big challenges to them were:
- Sales Order and Inventory Management: our client needed a solution to manage sales orders efficiently and gain real-time inventory control capabilities, including returns and purchase order (PO) management.
- Lead Tracking: The company sought an enhanced lead tracking system to improve sales performance and conversion rates.
- Complex Operations: They required a flexible and scalable platform to manage their intricate operations efficiently, minimizing the need for extensive integration efforts across multiple systems.
- Scattered Database: The client also struggled with a scattered database, resulting in data silos and inefficiencies.
Solutions:
After careful evaluation, we offered a custom solution to streamline sales, inventory control, lead tracking, accounting operations, and implementation of Salesforce and AscentERP.
The integration of these two solutions provided a complete end-to-end cloud solution, offering :
Sales and Inventory Integration:
Salesforce and AscentERP integration enabled them to streamline the sales process and gain real-time visibility into inventory levels. A custom connector was built to facilitate the data exchange between the two systems.
Lead Tracking:
To address lead management issues, we used Ascent4Salesforce managed package ( to install AscentERP and related components.) Salesforce's robust CRM with AscentERP capabilities provided an advanced lead-tracking system. The company could efficiently capture, track, and nurture leads, improving sales performance and customer engagement.
Streamlined Operations:
By integrating Salesforce and AscentERP, clients achieved a connected front and back-office environment. The company could now manage complex business processes, including sales, warehouse management, operations, and accounting.
Unified database.
Integrating Salesforce and AscentERP provided a unified platform, eliminating data fragmentation and improving overall data management.
Results:
The client was very happy with the positive results they got from this integration.
- Enhanced Sales Process: The integrated solution allowed for a streamlined sales process, resulting in improved order management, accurate inventory control, and better customer satisfaction.
- Improved Customer Experience: With real-time inventory visibility and efficient order processing, clients could fulfill customer requests promptly, leading to an enhanced customer experience.
- Accurate Data Management: The integrated system ensured accurate and up-to-date information across departments, reducing errors and improving overall data integrity.
- Time Savings: By automating various manual tasks and eliminating redundant entries, clients saved approximately 8 hours per employee weekly. This freed up valuable time for employees to focus on critical activities, contributing to increased productivity.
- Scalability and Flexibility: Salesforce and AscentERP provided a flexible and scalable solution, allowing them to adapt to changing business needs and accommodate future growth without significant integration overhead.
Technology and Tools Used:
Salesforce, AscentERP, Ascent4Salesforce managed package, connectors.
Conclusion:
By integrating Salesforce and AscentERP, CloudCache successfully addressed its challenges related to sales, inventory management, lead tracking, and overall operational efficiency. The client experienced tangible benefits, including improved sales processes, enhanced customer experience, accurate data management, and increased employee productivity.
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