Case Study
Woodtech
I Woodtech – Salesforce Sales Cloud Implementation and Integration with Great Plains ERP
Company Overview
Woodtech specializes in crafting each client's unique vision for conference tables, reception stations, private offices, architectural walls, and furniture for training, collaboration, service, and retail environments. An industry leader, Woodtech is now a global supplier to Fortune 500 clients and leading design firms who specialize in large complex projects with unique, intricate requirements.
Challenge
-
Manual sales and quoting process via Excel
-
Significant revenue leakage due to disconnected
-
Sales process with their Invoicing/Accounting application.
Solution
-
Implement Salesforce Sales Cloud and CPQ for leads, accounts, contacts, opportunities, and quotes.
Company Overview
Location:
Oakland, CA
Employees:
51-200 employees
Industry:
Custom Furniture Manufacturing
Previous System:
Excel
Solutions:
Salesforce Sales Cloud, CPQ; Integration with Great Plains ERP
Results
-
Leads are now automatically captured from their company website and integrated into Salesforce Sales Cloud
-
A single, shared view of every customer and every sales opportunity
-
Booked quotes are calculated with version tracking and customer presentment
-
Automated integration from Salesforce Sales Cloud and CPQ to Great Plans ERP for invoicing and accounting.
I Solution Details
Previous technology replaced by Salesforce:
Excel file
Salesforce products deployed:
Salesforce Sales Cloud, CPQ
Customer Business Model (B2B, B2C, or Both)
B2B
Salesforce product features:
Leads, Opportunities, Quotes
Solution 'Go Live' date:
October 2019
Let us help your company succeed with Salesforce