The challenge
The company places equipment at customer outlets. Allocation, maintenance, agreements and customer requests were tracked separately from the ERP, making it hard to know what equipment was where and what it cost.
Our solution
We modelled customer locations and equipment in Salesforce, with flows for allocating, replacing and moving equipment between locations.
Maintenance jobs generate reports and invoices, and agreements and customer requests run through approval processes, including a custom Lightning approval component.
Customer emails become routed service cases, and REST endpoints let the ERP exchange customer, contract, product and stock data with Salesforce in real time.
What we delivered
- Equipment tracking and allocation flows
- Maintenance management with reports and invoices
- Agreements and customer requests with approvals
- Email-to-case with routing
- Real-time ERP integration endpoints
The impact
- A live view of equipment at every customer site
- Maintenance, invoicing and approvals in one system
- CRM and ERP data kept in sync automatically