Developing a finance-focused Salesforce architecture for a B2B IT and telephony supplier

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.

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

• 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.

• 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.