Upscaling inventory management, invoicing, and field service with Salesforce
Noltic's team integrated Salesforce and Breadwinner to enhance inventory management, automate invoicing, and optimize field service, resulting in reduced costs and faster service delivery.
Company began as an electrical contractor and off-grid power specialist, eventually evolving to design and manufacture hybrid power generators. These generators help reduce carbon emissions, fuel costs, and noise pollution. Their highly skilled engineers create advanced hybrid solutions tailored to various sectors. Our client's commitment to quality components and collaboration with suppliers ensures efficient, high-performance generators that meet the latest market standards.
Company prioritizes quality management and environmental responsibility, aiming to become carbon-neutral and net-zero by 2025. Their efforts align with helping companies reduce carbon outputs and achieve sustainability targets. They continue to innovate in the field of hybrid generators, providing solutions that meet industry needs while focusing on environmental and cost-effective practices.
While the company managed its rental operations through an existing system called OnRent, which handled invoicing and inventory, it faced challenges in optimizing production, rental, and service operations. The client required a more integrated approach to improve inventory tracking, automate invoicing, facilitate field service operations, and provide real-time business insights.
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- Replaced the client's existing system with Salesforce's Gimbal Inventory, which improved inventory tracking by providing real-time updates.
- Integrated the Breadwinner package with Salesforce to automate the invoicing process. This integration connected the Xero accounting system, allowing the client's accounting team to generate and send invoices with a single click.
- Implemented Salesforce Field Service, enabling our client to efficiently manage and schedule their service operations. This solution included mobile apps for service engineers to receive real-time updates and optimize their routes.
- Integrated Salesforce with the client's ERP system, Dear Inventory, ensuring that production and inventory data were consistently reflected across platforms.
- Developed customized dashboards and reports that provided real-time insights into KPIs across different departments. This allowed management to monitor rental and sales performance and track progress.
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- The client significantly cut operational costs within the first month by eliminating manual processes and improving inventory management.
- Accelerated invoicing process, which previously required manual generation, significantly reduced the time and effort required to manage billing.
- The introduction of optimized scheduling and routing reduced the response time for service requests to four hours and allowed for problem resolution within 24 hours, especially for high-priority clients.
- Real-time dashboards provide comprehensive insights into business performance, enabling better decision-making and strategic planning.
- Automating key processes freed up resources, allowing staff to focus on higher-value tasks.
- Faster response times and efficient service delivery enhanced the client experience, strengthening customer relationships.
- Access to real-time data and analytics empowered management to make informed decisions, improve operational strategies, and set achievable KPIs.
- With an integrated and scalable system in place, the client is well-positioned to explore new business opportunities, including the planned implementation of a marketing cluster to further expand their reach.
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