Case Study

The Background

Large manufacturing organisation (1000+ Salesforce users) has a requirement to automate sales opportunities, revenue forecasts and planning using the Salesforce platform with the objective to transform their current process from spreadsheet input to Sales cloud.

• Manufacturing (Tyre)

• Salesforce Sales Cloud –

The Girikon Team Solution

Girikon’s team of Salesforce Consultants lead the implementation of the significant process improvement project working patiently with stakeholders to reach agreements and outcomes.

The plan included a carefully executed change management plan with the objective to ensure buy-in to the Salesforce platform and ensuring that the client’s team were onboard throughout the journey.

The Implementation plan included the following:
• Extensive training schedule
• Early visibility of data with the newly developed forecast modules
• Working collaboratively with the team to understand requirements and “as is” processes and Designing/developing a solution well suited the client’s needs.

Key Highlights and Features

  • Custom solution for IHS (automobile industry forecast data provider) data upload
  • Long- and short-range forecasting based on the overall market projections
  • Revenue and margin calculations for opportunities based on Build, Take Ratio and Sales Price
  • Complex Reports and Dashboards for senior management

Mark Luethe, North America Sales Manager ITW Global Tyre Repair provided the following testimonial:

“Girikon has been able to take Salesforce and customize it to meet our needs. I would recommend them for future projects!”

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