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Engineering

Challenges
  •  Engineering companies wanted to coordinate and standardize the management of sales and service requests in transmission business.
  • Monitoring sales and servicing requests from different offices for engineering projects of all shapes and sizes by extracting data from paper reports and spreadsheets.
  • Service engineers weren’t assigned to customers and would often have to start from scratch when visiting a site.
  • They needed to better manage component suppliers in order to reduce servicing time.
Solution
  • Sales Cloud will be used to manage leads, accounts and opportunities as well as track markets and competitors.
  • Service Cloud will be used as a custom platform for managing servicing requests and tracking assets.
  • Batch mode integration with the ERP for master data such as products, price book and accounts as well as transactional data including order creation.
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