A leading manufacturer of custom heating and cooling coils faced challenges in coordinating between their Sales Engineering and Purchasing teams. By implementing a comprehensive Salesforce solution that brought purchasing processes onto the platform, the company significantly improved communication, reduced confusion, and streamlined their sales cycle. This case study showcases how extending platform capabilities can lead to enhanced efficiency and better vendor management.
This prominent heat transfer solutions provider, known for engineering and building cost-effective, durable, and thermal-efficient heating and cooling coils, found themselves grappling with a disconnect between their Sales Engineering and Purchasing teams:
These challenges weren't just operational hurdles; they directly impacted the company's ability to serve customers efficiently and maintain a competitive edge in the custom heat transfer solutions market.
To address these challenges and revitalize their sales and purchasing processes, the manufacturer partnered with a solutions provider to develop a comprehensive strategy that leveraged Salesforce's extensible platform:
The implementation of this integrated Salesforce solution led to significant improvements across the manufacturer's operations:
By cooling down the process gaps between Sales Engineering and Purchasing, this leading heat transfer solutions manufacturer has set the stage for sustained growth and improved customer service. The seamless integration of these critical functions within Salesforce not only solved immediate operational challenges but also positioned the company for future scalability and success.
This case study demonstrates how extending the capabilities of an existing platform can transform internal processes, leading to significant improvements in efficiency, communication, and overall business performance. For this manufacturer, this cool solution to a heated problem has resulted in a more streamlined operation, ready to meet the unique heat transfer challenges of their customers with renewed efficiency and precision.
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