Salesforce ERP Integration with Manufacturing ERP System

Categories: Case Study

CLOUDSTREET helped a manufacturing client transition the sales team from relying on the engineering team’s cumbersome client/server-based ERP (Epicor) to manage quotes and opportunities into Salesforce CRM. The client wanted to enhance sales and manufacturing data visibility, reduce reliance on spreadsheets, and minimize manual data entry.

CHALLENGE

  • Give leadership real-time sales and manufacturing reports and dashboards that are difficult to access using the legacy ERP (Epicor).

  • Create real-time operational reports and dashboards for the factory floor.
  • Streamline manual sales and manufacturing workflows with new digital workflows.
  • Reduce reliance on manual spreadsheets.
  • Reduce the risk of data error with less manual data entry.
SOLUTION
  • Implemented Epicolor Salesforce ERP Integrations using Mulesoft.
  • Implemented a cloud-based workflow solution focused on more efficient processes that replaced the many time consuming spreadsheets, and offered easily accessible inventory data.
  • Provided Salesforce reports and dashboards for all areas of business and made sure they were mobile-friendly.
RESULTS
  • Increased efficiencies across several key areas including visibility of all the necessary data, communication, and time.
  • Quote-to-order processing time dropped by 25%. They also went from using 12 spreadsheets for managing sales order data during order fulfillment to using none.
  • The rate of data entry errors during order processing became negligible.
  • C-Suite was finally able to access realtime manufacturing and sales data with a highly-intuitive, user-friendly and mobile friendly dashboard through custom integration process.

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