Sales Cloud Custom Order Management - Solunus

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Sales Cloud Custom Order Management and SAGE
100 Sync for Manufacturer
Case Studies
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About This Project
The client ranked among top 75 tire companies in
the world. Their two consumer brands include a
full range of summer and winter tires for
passenger cars, ultra high performance vehicles,
SUVs, CUVs, light trucks and off-road vehicles.
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The Challenge

• The client needed Solunus professional services
  to implement Salesforce CRM that fits their
  unique sales processes which had been done
  entirely through manual processes and the
  spreadsheets by Sales Reps and Sales Supports.
  Sales Managers, Sales Directors, and VP of Sales
  had no access to ERP system, therefore, getting
  information regarding order processing and
  shipments had not been easy.
• Manual data entry and processing using
  spreadsheets
• Communication among team members and other
  departments was a big challenge
• checking and updating inventory and
  orders with the factories via phone, fax, and
  email
• Sales team has no direct access to ERP
  related data such as inventory and shipment
• information
• Salespeople cant access data while traveling
• Sales Managers and top executives cant view
  reports in real-time

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Solunus Solutions
As Salesforce implementation partner, Solunus
customized Salesforce out-of-the-box Sales Cloud
functionalities to help the client utilize Sales
Cloud to create opportunities and automatically
push order to SAGE 100, ERP system.

• We also implemented the followings
• Brand territory hierarchy and territory
  management
• Account-based price book and custom price
  book upload
• Workflow auto emails (send email
  notification to Sales Users on price book changes
• Production order custom upload process to
  create new opportunities and packing lists in
• Salesforce
• Warehouse order custom upload process to
  create new opportunities and orders in
• Salesforce

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• Push orders to SAGE 100 via Commercient app
• Email invoices and orders (pdf files) to
  customers
• Reports on different stages of opportunities and
  custom objects related to SAGE 100 e.g. inventory
  and orders
• Salesforce1 access for Inventory Object

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Business Impact
With the help of Solunus, the client now utilized
Sales Cloud as their CRM with custom order
management solution. The Sales Supports can
upload production and warehouse order
spreadsheets to crate opportunities and orders
eliminating 60 of manual processing tasks. The
account-based price book and custom price book
upload functionality help Sales Team keeping up
with different pricing and discount for each
account. Orders are created and pushed to ERP
system in near real-time reducing processing time
by 80. All sales teams and management are able
to see reports and analytics related to their
accounts from the CRM dashboards. Sales Directors
and VP of Sales are able to see sales pipeline
and revenue reports based on brand and territory
anytime and anywhere.
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ent-sage-100-sync-manufacturer/
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