Developing a finance-focused Salesforce architecture for a B2B IT and telephony supplier
Noltic's work has significantly enhanced the Salesforce architecture for a US-based B2B electronics supplier by addressing complex accounting challenges, automating operations, and increasing partner and vendor autonomy, thereby maintaining the client's competitive edge with minimal core staff.
Services:
Products:
Client & product
Our customer is a large US-based supplier of electronics and technologies for other businesses — including hardware, software, connectivity, cloud services, and IT support. They have been in the business for over 32 years, and their whole course of operations has transformed hugely since they started. Having been constantly adapting to the global technological progress in their services, they also need continuous improvement in their internal Salesforce system.
Business challenge
The client started working with Noltic back in 2018, so the challenges and requests have progressed largely over the years. The initial requirement of a basic setup improvement has developed into a realized need for customized architecture with many integrations for various branches of operations.
Our customer has been working as a telecom technology retailer for a long time, and a lot of the issues were lying withing the accounting processes. Some of the main challenges include:
- inventory-to-order mapping
- tax processing
- agents’ commission calculations
- communication with resellers
- corporate spendings accounting
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Results achieved
- With automated operations, the client kept their competitive advantage in the shifting market, being able to respond quickly to new connectivity technologies;
- Minimized core staff to 3 people who can use Salesforce declaratively and to its fullest;
- Increased autonomy of partners and vendors (e.g. the ability to update contact information on their end) allowed for low-maintenance yet fruitful cooperations and continuous cash flow.
Business impact
Testimonial
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Our solutions
- Added and customized the Accounting Seed solution to cover basic accounting needs with extra specifics – stock serial number tracking for ERP purposes (before it became an out-of-the-box Accounting Seed feature), average cost of goods calculation for defining optimal retail prices, and a barcode scanner we previously delivered for Gimbal to manage the inventory.
- Built a B2B community portal with Experience Cloud for our client’s partner retailers to place orders and communicate;
- Integrated the Avalara tax compliance solution – now when someone places an order on our client’s website, the tax is calculated automatically;
- Built a custom solution for sales reps to define their commission based on the amount of goods they sell checked against their monthly KPIs;
- Optimized Salesforce org storage by building an integration with Amazon S3 that turns uploaded files into cloud space links;
- Structured employee expenses tracking with a drag’n’drop solution that fills out the ‘Payable’ objects in Salesforce with the spreadsheet data from the corporate card issuer and links them to individuals;
- Built a portal for vendors to update their billing/delivery information independently to minimize overhead;
- Created an integration with SpectrumVoIP that helps change lead opportunity stages in Salesforce according to phone conversation outcomes;
- Implemented a custom SLA tracking solution that became the initial step towards releasing Tracky.
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Lets work together
FAQ
What are the benefits of cooperating with a Salesforce implementation and development partner?
When you hire Salesforce implementation services consultant, you access specialized expertise and relevant background. As a result, you get solutions customized to your requirements and hassle-free implementation with minimum to no risk.
How long does a typical Salesforce implementation take?
The time required for Salesforce tech implementation services depends on various factors, with data volume, Salesforce products implemented, and customization level being just a few of them. Simple projects typically take several weeks, while complex Salesforce mobile app development consulting services may need several months for implementation.
How much do Salesforce app development services cost?
There’s no set answer to this question, as the price depends on the project’s complexity and unique goals. Basic setups may cost around $10K, while solutions with complex integrations and customization may start at $200K. To get a precise estimate of Salesforce product development services, reach out to our experts at Noltic.
What factors influence the cost of Salesforce development?
The cost of Salesforce application development services depends on several factors: the number of users, the specific Salesforce Clouds used, the level of customization, data migration complexity, and the need for third-party integrations. Dev company’s location and team size influence the final price as well.
What happens after the Salesforce implementation is complete?
After successful deployment, Noltic, as your Salesforce implementation services remote provider, assists you with user training and system optimization. We keep improving your CRM for as long as you need it.
Noltic’s team is always open to suggestions and requests
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moc.citlon@gnitekramLocations
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8 Muchoborska Street, Wrocław, Poland
5 Narva mnt, Tallinn, Estonia
8 Muchoborska Street, Wrocław, Poland
5 Narva mnt, Tallinn, Estonia
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