Industrial Manufacturing Plant

An Industrial Machinery Manufacturer Elevates Reporting and Forecasting Proficiency

An Industrial Machinery Manufacturer Elevates Reporting and Forecasting Proficiency

Client Success Snapshot

Client Profile:

  • Overview: A manufacturer of industrial machinery
  • Industry: Manufacturing
  • Team Size: 550
  • Annual Revenue: $125 million
  • Headquarters: NY, USA
  • Markets: Global

The Challenge

The manufacturer lacked dynamic software to carry out its large-scale sales initiatives. It relied on disparate spreadsheets and documents to track supplier information and leads. The scattered data was causing employees to submit erroneous reports to management, throwing the entire organization off balance.


Gerent’s Approach

Gerent amalgamated all of the manufacturer’s data into a single source of truth: Sales Cloud. We inputted leads, accounts, contacts, and opportunities into a unified system to ensure data was complete, accurate, and accessible to all relevant individuals. Gerent also provided thorough consultative advice; advanced and efficient reporting capabilities were of monumental importance to our client. After carefully evaluating the client’s specific needs, we implemented optimal ways of generating each report they required.

Key Outcomes

Rather than spending a large chunk of time looking for data and checking its validity, salespeople can now concentrate on nurturing relationships with customers and leads — thereby growing the distributor’s bottom line. Salesforce’s analytics feature also keeps the organization up to speed with customized forecasting reports that can be built in minutes. Teams can use an intuitive, drag and drop interface to see numerous real-time reports from the device of their choice.

Client Success Story

In today’s climate, businesses require a tech-based support system to keep them standing tall. Many organizations are choosing to implement customer relationship management (CRM) solutions to compete with big players in their industry. After all, operating without a CRM solution comes with its fair share of challenges: unreliable data, wasted resources, and difficulty finding new customers.

Our client, a long-standing manufacturer of industrial machinery, was facing these very difficulties when it approached Salesforce in 2021. While the company’s success was impressive — it was serving retailers in the United States, Canada, Europe, and Asia — its sales processes left something to be desired. To empower the manufacturer to reach its full potential, Salesforce referred it to Gerent.


Struggling with Scattered Data 

The manufacturer lacked dynamic software to carry out its large-scale sales initiatives. It relied on disparate spreadsheets and documents to track supplier information and leads. The company also struggled to produce sound forecasts, as much of the data required to create them was inaccurate or incomplete. Employees were submitting erroneous reports to management, throwing the entire organization off balance — especially since the reports were required for regular, weekly meetings.

Unifying Data and Enhancing Reporting

Gerent began by amalgamating all of the manufacturer’s data into a single source of truth: Sales Cloud. We inputted leads, accounts, contacts, and opportunities into a unified system to ensure data was complete, accurate, and accessible to all relevant individuals.

With key contacts and communication history saved in one reliable place, salespeople would be able to see a complete picture of every customer — and access valuable insights about how to engage with the deals they would be involved in. Sales Cloud would enable the sales team to track valuable information about the products part of a given deal — including quantity, standard price, product codes, and quoted price. 

Gerent also provided thorough consultative advice; advanced and efficient reporting capabilities were of monumental importance to our client. After carefully evaluating the client’s specific needs, we implemented optimal ways of generating each report they required.


Reaping the Benefits of Digitization

The client enjoyed the benefits of Sales Cloud sooner than they had expected, as Gerent initiated a two-week Quick Start implementation. 

Managers can now rest assured knowing the reports they receive are accurate and complete, while salespeople can generate them faster than ever before. Salesforce’s analytics feature keeps the organization up to speed with customized forecasting reports that employees can generate in minutes. Teams can use an intuitive drag and drop interface to obtain a real-time view of numerous reports from the device of their choice.

Rather than spending a large chunk of time looking for data and checking its validity, salespeople can now concentrate on nurturing relationships with customers and leads — thereby growing the manufacturer’s bottom line.

The company was so delighted with our Sales Cloud implementation that a Pipeline Management and Forecasting feature — a tool to forecast future opportunities — is now underway.

Could your business’s sales and reporting capabilities use an upgrade? To learn how we can help you boost efficiency and reinvent your future, connect with us today!

Ready to reinvent the future?

Get Started

More from Gerent