Case Study
Robust Partner Relationship Management Solution For a HVAC Giant With a Revenue of More Than 20 Billion USD
ABOUT The client is a leading provider of HVAC solutions, headquartered in Minneapolis, MN, with its business operations spread across 150 countries.
PROJECT OVERVIEW The client wanted us to develop a robust partner relationship management solution to replace their 20-year old legacy system. They wanted the solution to meet their current business needs and those of their channel partners.
Manufacturing
Implementation
Partner Community
Industry
Service
Product
CHALLENGES Frequent data maintenance problems System updates took time and disrupted business Data entry was slow and cumbersome Inefficiencies across business processes Limited ability to maintain relationships with channel partners
HOW SOLUNUS RESOLVED THE CLIENT'S CHALLENGES As part of our solution, we implemented Salesforce Partner Community, a powerful partner relationship management product. Our solution also included: Development of a centralized data management model to meet current business needs
Setting up a robust system to connect with partners using Salesforce Partner Community
Creation of a data security framework that allows access only to the required
Integration of Salesforce with the legacy system using Dell Boomi to facilitate
information
data transfers
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