US-EN
The company is a leading manufacturer specializing in customized water treatment equipment. Each product is uniquely designed based on specific customer requirements, meaning no two products are alike. Their sales team comprises engineers who handle sales and technical specifications to meet customer needs. The complexity of the sales process requires a robust solution to maximize sales output, enhance customer engagement, and integrate seamlessly with existing ERP systems.
Since every product is custom designed, the sales team needed a structured approach to track project details and customer requirements and ensure smooth communication between the sales, design, and production teams. The absence of a structured workflow led to inefficiencies and delays in finalizing sales contracts.
With multiple ongoing projects and unique specifications for each client, the company faced challenges in maintaining a complete historical record of requirements, preferences, and past communications. This led to misalignment between sales and engineering teams, delayed responses to customer inquiries, and difficulty in personalizing sales approaches, ultimately affecting customer satisfaction.
Managing budgets, order history, and invoices across multiple projects and subsidiaries is demanding. Without an integrated financial tracking system, sales teams were having difficulty monitoring payment schedules, outstanding invoices, and budget adherence. This occasionally resulted in revenue leakage and inefficiencies in financial management.
The company used SAP for backend project management but required the sales team to access project progress in real time without exposing sensitive ERP data.The absence of Salesforce integration caused delays, miscommunication, and manual updating of ERP, heightening the risk of errors. A seamless flow from design approval to production was needed.
The organization operates across multiple countries, each with different workflows and reporting structures. A lack of a unified system means subsidiaries worked in silos which made it difficult to standardize processes, share data, and collaborate efficiently on global projects.
With operations spanning multiple regions, their manufacturing and sales teams combat language barriers, regional compliance variations, and inconsistent customer interactions. The absence of a system that supports multiple languages hinders seamless customer service and global sales alignment.