Justrite

Industry

Consumer Goods, Manufacturing

CPQ, Integrations, Sales Cloud

The client was merging several companies into a single entity
All quoting was done on extremely complex Excel spreadsheets that were very difficult to use and update + quotes can change / orders can change at the last hour and orders need to be adjusted.
Their ERP was not integrated into their Sales Process and all data had to be double entered

Cloud Haven worked with stakeholders from all companies in order to streamline processes and improve efficiencies
CPQ was implemented for the companies so that all quoting can be done in Salesforce
- If a quote is edited then the order is modified and the information is updated in Global Shop
Once an opportunity is closed won an order is created in Salesforce and order information is sent to Global Shop
- Global Shop info is pushed back into Salesforce
Cloud Haven integrated the ERP system with Salesforce so data can be shared both ways

All companies are now on Salesforce and have similar processes opposed to disjointed systems
The sales teams are now able to easily build a quote and email it out while cutting the steps in the process down by more than half
Double entry into the ERP is no longer required and inventory can be seen in real time in Salesforce

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