• Enterprise Applications

Unified Sales and Operations for Multi-Subsidiary Management With Salesforce

Client overview
Operating across various locations with nine independent subsidiaries, this HVAC leader provides comprehensive energy-efficient solutions. They manage a complex structure requiring both high-level visibility and localized operational independence for their sales teams.

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

Salesforce Sales & Service Cloud
ERP Integration
Custom Security Architecture
Real-Time Data Sync

Bridge the Gap Between Sales and ERP

Ensure your data is consistent and your sales team is empowered with a unified digital platform.
Sync Your Operations
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