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PlektonLabs

Success story · Mobile Storage

Lead to Cash Automation

A case study of streamlining the lead-to-cash process and improving customer experience

The
challenge

Operational inefficiencies hindered the company's ability to capitalize on high market demand

Integrating disparate systems

Integrating Salesforce and SAP B1 to ensure data flow across different business functions.

Lack of in-house expertise

Overcoming the lack of in-house expertise in complex system integrations.

Minimal disruption to operations

Ensuring minimal disruption to ongoing operations during integration and implementation.

Solution
design

Lacking in-house expertise for such a complex integration, BigSteelBox engaged PlektonLabs

Implement modern applications

Automate the lead-to-cash process

Oversee design, development and support

Implement modern applications

BigSteelBox decided to implement modern applications, choosing Salesforce and MuleSoft for customer relationship management and SAP Business One for enterprise resource planning.

Automate the lead-to-cash process

The integration of these applications was critical to automating the entire marketing, sales, quotation, order, payment, shipment, and support processes.

Oversee design, development and support

PlektonLabs provided professional services on Salesforce and enterprise integration architecture, and oversaw the design, development and support of the integration solution.

Business
benefits

Operational efficiency through automation, reducing errors and saving time in the lead-to-cash process

Operational
Efficiency

Customer
Satisfaction

Lead Capture
and Management

More Revenue
Opportunities

Results
delivered

Improved customer experience, an increase in revenue and significantly improved operations

Better customer experience

Improved customer satisfaction through more coherent service delivery.

Increase in revenue

Effective capture and management of leads and customer interactions.

Improved operations

Reducing errors and saving time in the lead-to-cash process.

Explore the Full Story Behind the Result

PlektonLabs

Take an inside look at the real-world strategy, technical breakthroughs, and unbroken execution loop that turned a high-stakes challenge into a major victory.