Case Studies-CRM Landing

World's Largest Cycle Manufacturer Boosted Sales and Streamlined Operations with a Our CRM Solution

Leading national cycle manufacturer dramatically improved its sales and operations, integrating advanced technologies with Salesforce to streamline processes, enhance dealer management, and drive unprecedented growth in a competitive market.

Client:

Leading National Cycle Manufacturer

Industry:

Manufacturing

Solution:

Salesforce's Sales Cloud, Service Cloud, and Experience Cloud

Result:

Seamless integration of Salesforce with SAP & Navision

The Challenge

Unifying Diverse Operations Under One Roof

Imagine a cycle manufacturer whose name is synonymous with quality and innovation, boasting annual sales exceeding ₹1000 crores. With a robust team of 40 sales professionals, 6 regional offices, and a sprawling network of 800 dealers nationwide, this giant took a significant leap by acquiring two international brands. The challenge? Operating three distinct Lines of Businesses (LoBs) seamlessly, each with its unique SKUs, pricing strategies, and inventory levels.

Operational Hurdles:

  • Juggling multiple SKUs from different production plants.

  • Each LoB tangled in its web of ERP systems (SAP & MS Navision).

  • The drudgery of manual processes: delays in dealer onboarding, KYC hassles, and document management nightmares.

  • Sales team efficiency hampered by lack of a strategic planning tool.

  • Arduous offline dealer coordination for order bookings and credit management.

Client:

Leading National Cycle Manufacturer

Industry:

Manufacturing

Solution:

Salesforce's Sales Cloud, Service Cloud, and Experience Cloud

Result:

Seamless integration of Salesforce with SAP & Navision

The Transformation

A Tech-Infused Solution

Integration Master:

Salesforce becomes the cornerstone of innovation, integrating SAP & Navision, thus creating a unified customer view and streamlining operations.

Dealer Onboarding:

A groundbreaking approach to dealer application, leveraging omnichannel leads and mobile app functionalities for geographical exclusivity and digital KYC.

Streamlined Approval Process:

From area sales managers to the national sales head, approvals are now a breeze, ensuring a smooth onboarding journey.

Beat Planning & Execution:

Sales reps can now craft meticulous visit plans, approved by managers and executed with precision.

Expense Management Simplified:

A digitized expense management system that aligns with the actual visits, promoting accountability and efficiency

Seamless Order Creation & Updates:

Real-time credit limit visibility, updated pricing, and stock visibility, all thanks to the integration of Salesforce with SAP & Navision.

The Impact

Rapid Dealer Onboarding:

The dealer onboarding process is now a hallmark of efficiency and ease, empowered by digital innovations and hierarchical approvals.

Automated Beat Planning:

Every sales rep is now a strategist, with system-generated plans and insightful market intelligence.

Enhanced Dealer Management:

The introduction of the Dealer Management System (DMS) has streamlined dealer interactions, making management effortless and efficient.

Implementation Services

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