Improve Your Bottom Line

Those in the logistics and manufacturing industry tend to face complex challenges in today’s competitive market.

From supply chain management and inventory control to transportation logistics and order fulfillment, the right solution that is innovative and efficient is needed to achieve success.

Improve Inventory Forecasting

With an OPI solution on Salesforce, all data from sales, production and marketing trends can provide a more accurate picture of demand. This helps improve demand processes and improve forecasting future demand.

Issues in Efficient Inventory Management

Maintaining the right inventory levels are often challenging. With inaccurate demand forecasting, stockouts can lead to a loss of sales whereas overstocks increases holding costs, the risk of obsolence and cash flow issues.

Increasing Distribution Visibility

Having an OPI solution on Salesforce will enable teams to access real-time tracking of shipments at every stage of the distribution process. By integrating inventory, warehouse and transportation data, firms are able to make more informed decisions about inventory levels, transportation routes and other aspects of distribution.

Lack of Visibility into Distribution Operations

Logistics firms often struggle to get real-time data on shipments and inventory levels. This is usually due to fragmented systems that manage different aspects of distribution such as transportation, inventory management and order processes. Having disparate systems make it challenging to get a complete picture of distribution operations.

Staying on top of
Finances

Having all data on one platform enables firms to have integrated communication channels, such as internal messaging and collaboration tools like Chatter and Salesforce for Slack. These tools allow teams to communicate within the Salesforce system, share information and collaborate on specific orders or projects.With these channels, logistics forms avoid the need to switch between multiple platforms or reply on external communication tools, streamlining collaboration and improving efficiency.

Lack of Collaboration & Communication

Maintaining transparent communication channels with the logistics industry is often complex. Communication usually involves different stakeholers, such as suppliers, carriers and customers. Without standarized communication protocols and formats, logistics firms struggle to effectively communicate with their partners.

Effectively Manage
Financials

With an ERP and OPI solution, firms are able to automate invoicing and billing. With a centralised solution that contains all vendor and customer information, outstanding invoices can easily be tracked and payment processes can be streamlined.

Risk of experiencing unnecessary costs

Logistics firms need to handle complex financial transactions including invoicing, billing and managing accounts payable and receivable. Often financial processes become disjointed, leading to errors, payment delays and inefficiencies in financial management. These issues can result in additional administrative costs, missed payment deadlines and poor cash flow management.

Our Solution Landscape

CRM Platform

Consolidate all data on the Salesforce platform making it easier to manage and analyze all information related to your projects.

Sales

Track and manage leads throughout the entire sales funnel, from initial contact to close. Helping sales stay organized and ensuring that no potential leads fall through the cracks.

Service

Make use of robust case management capabilities, allowing firms to efficiently handle and track customer inquiries, complaints, and service requests. Firms can also optimize their field resources, such as delivery drivers or service technicians, providing real-time visibility into resource availability, skills, and location.

Financial, Accounting & Analytics

With centralized platform for managing financial operations, including accounts payable, accounts receivable, general ledger, and financial reporting - teams can streamline their financial processes and improve efficiency. In addition, teams can tap into powerful analytics and reporting capabilities, allowing firms to gain insights into their business performance, financial health, and profitability.

Revenue Management

Automate the revenue recognition process, ensuring compliance with accounting standards and regulations. This helps to reduce errors and improve financial reporting accuracy.

Order, Procurement & Inventory Management

With a centralized platform for managing financial operations, including accounts payable, accounts receivable, general ledger, and financial reporting - teams can streamline their financial processes and improve efficiency. In addition, teams can tap into powerful analytics and reporting capabilities, allowing firms to gain insights into their business performance, financial health, and profitability.

Configure, Price, Quote

A wider range of services and solutions often demand different options and configurations. With a CQP (Configure, Price, Quote) solution, representations can easily configure complex products and services, ensuring that the proposed solutions meet customer requirements while adhering to operational constraints.

Customer Success

With Salesforce Customer Success module. teams can make use of tools for managing customer interactions, tracking customer issues and requests, and proactively addressing customer needs.

Marketing

Automate and streamline marketing campaigns, while also providing sales teams with valuable insights into customer behavior and preferences.

Tap into a Smart Order Process

Obtain Deep Warehousing Data

Leverage detailed inventory insights

Schedule Your Demo

Growing a business is hard enough, but without access to real-time or accurate data you end up making poor decisions and often too late.

Certinia Module

Salesforce Module

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