Improving stock, purchasing, and fulfilment inside Salesforce
A telecom provider built a clear, end-to-end setup for inventory, purchasing, and device tracking with our Salesforce solution.
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Client & product
Hallo is a Dutch telecom company serving small and mid-size businesses with mobile plans, VoIP services, and a wide range of telecom hardware. Their offering covers both subscription-based services and physical devices, which creates a steady flow of sales orders, returns, replacements, and vendor purchases.
As the company grew, its warehouse and finance teams needed a reliable way to track stock levels, manage assets, plan purchases, and understand how much inventory was moving through the business at any moment. Their sales team also depended on accurate stock data to confirm fulfillment for new orders.
Business challenge
Hallo had already tried to build a purchasing module with a previous implementation partner, but the setup did not work for their needs. When they came to us, they faced a number of issues:
- No accurate, real-time view of what products were available in the warehouse.
- No reliable way to confirm whether a sales order could be fulfilled immediately or requires a new vendor purchase.
- No unified process for tracking vendor orders, vendor prices, or delivery times.
- No system for tracking serial numbers for devices sold to clients, which limited their ability to support hardware-related cases.
- No purchasing logic that grouped daily vendor orders, causing higher vendor costs and missed bulk discounts.
- No weekly snapshots for finance to understand the inventory value at the end of each financial period.
- No clear method to track assets that moved from Hallo’s stock to a client’s hands once a subscription or device sale was completed.
- The warehouse team did not have label generation or scanning tools to make their work easier.
- Drop shipment workflows could not be tracked inside Salesforce.
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Results achieved
- Full stock visibility inside Salesforce, updated in real time.
- Faster fulfilment, since sales teams instantly see if an order can be processed with current stock.
- Daily vendor order grouping which gives the company access to better pricing and reduces costs.
- Weekly inventory snapshots for finance, enabling consistent reporting and simple month-end reviews.
- Clear tracking for serial numbers and device history across the entire lifecycle.
- Low-stock alerts that help the team react early and avoid fulfillment delays.
- Accurate valuation of stock using the FIFO method.
- Support for drop shipment, allowing shipments directly from vendors to end customers while keeping all data inside Salesforce.
- Automatic asset creation when devices move from stock to the client’s possession.
- Barcodes and label printing for warehouse operations, allowing scanning of all incoming and outgoing products.
- A purchasing module that gives a precise view of vendor prices, stock value, and upcoming stock needs.
Business impact
The improvements gave Hallo faster fulfilment, clearer stock control, and smoother daily work across sales, warehouse, and finance.
Stronger stock control
Hallo now has a clear view of stock levels, reserved items, and upcoming purchase needs. Teams can make quick decisions without guesswork, and sales, warehouse, and finance work with the same up-to-date information.
Faster fulfilment and lower costs
Sales teams can confirm fulfilment instantly, which shortens the delivery cycle and avoids delays. Grouped vendor orders help the company buy in larger quantities and secure better prices, reducing overall purchasing costs.
Better long term support and reporting
Serial number tracking gives the support team full insight into each device a client uses, including warranty status and service history. Weekly inventory snapshots provide finance with steady reporting inputs and clear visibility into how stock value changes over time.
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Our solutions
We built a clear, connected setup inside Salesforce that supports stock control, purchasing, fulfilment, and device tracking in one place.
Inventory control
- Real-time inventory framework
- FIFO valuation logic
- Weekly stock snapshots
- Low-stock notifications
- Serial number management for all hardware
Purchasing
- Central purchasing module with vendor tracking
- Daily grouped vendor orders
- Price tracking for each vendor
- Automatic linking of purchases to fulfilment needs
- Stock value calculation across all warehouses
Fulfillment and shipments
- Fulfillment checks from each sales order
- Shipment records created inside Salesforce
- Support for drop shipments from the vendor to the customer
- Clear trace of each item from purchase to delivery
Warehouse operations
- Barcode and label creation via Gimbal Barcode
- Scanning for incoming and outgoing items
- Simple identification of products during fulfilment
Asset management
- Automatic asset creation when devices move to the client
- Serial number history for each asset
- Support and maintenance tracking for all client hardware
Technologies
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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.
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ul. Muchoborska 8, Wrocław, Polska
5 Narva mnt, Tallin, Estonia
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