About The Client

The client is a publicly listed (New York Stock Exchange) global enterprise operating across multiple process industries. The company designs, manufactures, and markets a broad portfolio of engineered systems and consumables, including doctoring, cleaning, filtration, and forming solutions.

Its technologies are widely used across process industries, including the construction of roofing materials, food processing, metals processing, nonwovens, pulp and paper, textiles and fibers, and tissue manufacturing. With a strong international footprint, the client supports complex industrial operations worldwide through innovation-driven, high-performance solutions.

Business Challenge

  • Reliance on legacy systems that were not designed to support modern, scalable digital operations

  • Heavy dependence on manual processes, leading to inefficiencies, delays, and increased risk of errors

  • Fragmented data spread across multiple systems, limiting visibility and real-time decision-making

  • Lack of a unified customer and operational view, impacting sales, service, and cross-functional collaboration

Solutions

  • Consolidated Asset Management: Migrated from a custom asset management solution to standard Salesforce Asset Management, establishing a single source of truth for asset data across the organization.

  • Accelerated Service Response: Leveraged Salesforce Asset Management integrated with Service Cloud, Field Service, and IoT to streamline service operations and significantly improve response times.

  • Streamlined Sales Processes: Integrated Epicor CPQ with Salesforce to automate quotation and pricing processes, increasing efficiency and reducing manual effort.

  • Enhanced Operational Efficiency: Automated key business processes and eliminated manual tasks, resulting in improved productivity, data accuracy, and operational consistency.

Results

  • 30% improvement in productivity through automated processes

  • 50% faster data integration across disparate systems

  • 40% improvement in sales efficiency through Epicor CPQ integration

Related Case Study

LET’S WORK TOGETHER

Let’s Talk About How We Grow Your Business