Finnese @ Salesforce

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A Leading Manufacturing Company Empowered by Salesforce Implemented by Finesse


Company Overview

A leading Manufacturing Company in the energy business. They design and install solar power systems for businesses to help reduce their energy bills, sustain the quality of their environment, and shape the future of energy production and conservation. Headquartered in India

Challenge

Current business was managed through flat files and excel. There was no automation of process because of which approvals got delayed when the key stake holders were not available. There was no clarity on inventory at warehouse or at site, excel were error prone and could lead to leakages. Every business leader managed their project sheet in their very own data format. Project stage management or gaps were not being tracked upon. Managers could not get reports nor had an in-depth view of the project status.

Solution

Finesse used Salesforce to build their entire journey starting from sales, demand planning, RFQ management, project management and project signoff. Their sales consisted of IOC and IOT that when approved paved way to designing and demand planning. Once an opportunity was closed, the planning team was notified to work on the design, BOM requirement and notify procurement. Procurement would run an RFQ shortlist and award a vendor, the vendor would be issued a PO and GRN would be done at warehouse all within salesforce. Once GRN is done project team is notified who in turn would request for material at site. Site in-charge on receipt of material would start project as planned and update site consumption, site on completion QC is performed and once approved is handed over to the client.

Results

Customer 360 degree is managed in salesforce right from opportunity to planning to delivery. Approvals are performed instantly from the system, salesforce has helped speed up the approval process. Inventory is tracked hence providing a clear picture on where the inventory is residing or being used. Lowering costs borne on procuring raw materials, minimizing wastage and decreasing operational errors by increasing employee efficiency.

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