- Enterprise Applications
Unified Sales and Operations for Multi-Subsidiary Management With Salesforce
The Challenge
The client faced immense difficulty managing sales processes across various locations where each subsidiary operated independently. They needed to maintain strict confidentiality for quotes, ensuring only authorized peers could access sensitive data.
Compounding this was a complex commission structure and a vast range of products that traditional CRMs could not handle. Crucially, they lacked a way to handle quote revisions within the CRM, forcing them to switch to ERP systems, which created data silos.
The Prudent Solutions
Prudent proposed and deployed a comprehensive Salesforce implementation designed to bridge the gap between sales and operations. Recognizing that out-of-the-box features were insufficient, we heavily customized the platform to allow sales representatives to manage and revise quotes directly within Salesforce. This eliminated the need to toggle between the CRM and ERP systems for changes.
We also implemented a sophisticated security framework to handle the multi-subsidiary structure, allowing for both confidentiality and selective sharing. To ensure data integrity, Prudent built a seamless synchronization bridge between the client’s ERP and Salesforce. This integration guaranteed that products, bundles, and financial data remained consistent across all platforms, providing a “single source of truth” for the entire organization.
Business Outcomes
- Transformed sales operations by enabling quote management and revisions entirely within the CRM.
- Eliminated data discrepancies through real-time synchronization between Salesforce and the existing ERP system.
- Improved business agility by allowing teams to respond faster to market challenges with accurate information.
- Enhanced quote security ensures confidentiality across independent subsidiaries while fostering authorized collaboration.
Specialized Skillsets Sourced
Bridge the Gap Between Sales and ERP
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