The company dramatically improved its sales and operations by integrating advanced technologies with Salesforce to streamline processes, enhance dealer management, and drive unprecedented growth in a competitive market.

The Challenges

Unifying Diverse Operations Under One Roof

The company has annual sales of over ₹1000 crores, a team of 40 sales professionals, 6 regional offices, and 800 dealers nationwide. After acquiring two international brands, they faced the challenge of managing three distinct Lines of Businesses (LoBs) with unique SKUs, pricing, 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.

The Solution

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 Benefit

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: