Salesforce Revenue Cloud Implementation and Microsoft NAV Integration – Case Study

Cash Handling Company Implements Salesforce Revenue Cloud To Automate Quote Generation

Client

Our client provides money processing and security solutions to businesses. The company specializes in the design, installation, and servicing of security and cash handling solutions for financial institutions and retail establishments. 

Highlights

The company uses Salesforce to manage leads, accounts, contacts, and opportunities. They have Navision as ERP and wanted tighter integration between the two systems. They were also looking for a way to minimize manual efforts in creating quotes and improve its accuracy. 

Our team implemented Salesforce Revenue Cloud, which allowed the company to create accounts, quotes, and winning opportunities all in one place. It also allowed them to work with different sets of rules and workflows. We also automated the interaction between Salesforce Revenue Cloud and Navision to eliminate the double-booking problem.

Outcome

Our solutions helped the company in not only eliminating double booking but also automated quote generation significantly reducing time and increasing approvals. We also helped them in optimally leveraging Salesforce to drive RoI.

Are you facing issues creating quotes? Here’s a solution, fill in the form below and download the detailed Case Study.