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Manufacturing

Case study · Delivered work

CRM and ERP that finally agree.

We cleaned up both and support them now, so they stay in agreement.

  • 45% reductionOperational data errors
  • 35% fasterReconciliation turnaround
  • 25% improvementProcess efficiency

KPI targets set for this engagement.

Salesforce Managed ServicesSalesforce Platform · Certinia ERP · Certinia PSA
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How we help

We cleaned up both and support them now, so they stay in agreement.

Before and after

AreaBeforeAfter
DataInconsistent between CRM and ERPClean and in agreement
ConfigurationBuilt up and conflictingCleaned up and documented
UsersRelied on workaroundsRely on the system

Results

  • Finance and sales see the same numbers
  • Changes stop breaking other teams
  • A stable platform with an owner

The thinking behind this

Related reading

Where this sits

Salesforce Managed Services

This work is delivered through our salesforce managed services practice.

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