I Woodtech – Salesforce Sales Cloud Implementation and Integration with Great Plains ERP
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.
Manual sales and quoting process via Excel
Significant revenue leakage due to disconnected
Sales process with their Invoicing/Accounting application.
Implement Salesforce Sales Cloud and CPQ for leads, accounts, contacts, opportunities, and quotes.
Custom Furniture Manufacturing
Salesforce Sales Cloud, CPQ; Integration with Great Plains ERP
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.