The Japanese client is one of the largest manufacturers of metrological technology and precision measuring instruments. The client has more sales offices in more than 40 countries which are supported by after sales representation in more than 100 locations, including their sales and customer support headquarters in New Delhi for South Asia market. It was established in 1990s and has 9 sales and service locations across India covering all major industrial belts.
The need to create a unified sales platform for a quick quote to cash process for 2000+ products.
Lack of unified sales system for 2000+ products
Inability to produce dynamic quotes for custom orders
Unable to recommend custom products and quote one-off charges
Current sales system disconnected from ERP
Damco implemented Salesforce Sales Cloud and configure, price, quote (CPQ) solution to provide accurate pricing faster with any given product configuration scenario. The CPQ applications took into account the required feature of sales team to add recommended products and one-off installation charge, other customizations, quantities, and discounts on line items and quote, allowing sales team to quote prices quickly and accurately. It helped them achieve a faster lead to cash process along with quoting process while simplifying the entire sales process for the sales teams at MSA.
Damco was able to roll out smoothly post configuring their entire catalogue of 2000+ products in Salesforce Sales Cloud and CPQ along with 50+ product rules and 25+ pricing rules. The team also completed the integration with Microsoft Dynamics NAV or Navision ERP without any business disruption.
Successful Implementation of Salesforce Sales Cloud and CPQ
Damco implemented a Salesforce sales cloud and CPQ for the client’s entire product range with structured roll out. The team also configured price books based on regions and countries, taking into account the various tax and government regulations.
Addressed Multiple Requirements of Accommodating Discounts, Product Rules and Custom Documentation
The team from Damco was able to implement custom discounts based on customer credit rating on quotes and line items, either in percentages or in target amounts. The team had written 50+ product rules and 25+ pricing for dynamic document generation using quote templates and for standard and advanced approvals.
Integration Between Microsoft Dynamics NAV and Salesforce Sales Cloud
Damco also successfully integrated the client’s existing ERP Microsoft Dynamic NAV (Navision) with a Salesforce sales cloud for a quick inventory availability check, for a fully functional sales team without having the need to shuffle between multiple system windows.
Robust Salesforce Maintenance and Support Services For A Better Salesforce Experience
Damco helped the client achieve peak performance of Salesforce system with a flexible, robust and resilient 24*7 tailor-made Salesforce managed services. Damco also provided certified salesforce developers and consultants to address a complex project activity and deal with complex and multiple scenarios increasing the overall ROI of the system.
A unified sales system for a simplified lead to quote process and reduced selling cycle.