What’s Inside?
- Deployment of a global platform connecting marketing and sales activities to support rapid export growth.
- Seamless manufacturing CRM integration with JD Edwards alongside the implementation of Salesforce Mobile.
- Alignment of collective commercial processes across three business units and significant reduction of approval times.
Context
A leading Moroccan manufacturer specializing in the design, fabrication, and distribution of aluminum alloy profiles initiated this digital transformation. The organization relies on state-of-the-art technical equipment and international quality certifications to deliver premium products to its B2B market.
Challenges
To sustain its competitive edge in the industrial sector, the client required a robust technological foundation capable of supporting its aggressive export ambitions. Furthermore, the company needed a centralized system to foster the development of long-term, sustainable partnerships with local operators.
The Solution
The core of the digital transformation was a comprehensive Salesforce Sales Cloud implementation. The newly deployed architecture also incorporated SharinPix to enhance field and document management capabilities.
Our Contribution
Our team managed the end-to-end design and configuration of the global solution, ensuring a comprehensive view of all activities by project. We delivered a complex manufacturing CRM integration with the client’s existing JD Edwards ERP system to ensure seamless data flow. Our technical experts established automated approval processes, implemented Salesforce Mobile and Salesforce for Outlook, and executed the secure migration of legacy data. Additionally, we created multiple customized dashboards tailored to different management tiers. We concluded the deployment phase by providing extensive UAT support, comprehensive documentation, and dedicated user training.
Benefits
The Salesforce Sales Cloud implementation successfully aligned the collective commercial processes across three distinct business units. Since the deployment, the client has experienced a tangible increase in targeted marketing leads. By transitioning to paperless workflows, the organization significantly reduced its administrative approval times. Management now leverages a consolidated view of all customer interactions, including detailed account histories and past orders. The newly aggregated database also enables the rapid identification of key partners and subcontractors , ultimately allowing the company to continuously adapt its B2B sales strategy with full visibility into transversal activities.
Key Figures & Dates
- Project duration: 05/2018 – Ongoing (TMA)
- Workload: 200 man-days annually
- Impact: 80 users
