Plumbing & Lighting Distributor
This project, including the Plan for Success phase, took PowerObjects six months to implement and deploy. The customer also has three integrations with CRM. These include a home-grown ERP system integrated through web services and an ActiveX bridge, Cognos (a Dynamic URL integration), and a Cisco phone system (for CTI). Apart from the integration, there was also a large amount of data migrated from their ERP and previous Salesforce.com systems into CRM. PowerObjects used SSIS for this data migration.
PowerObjects also was asked to create various custom entities including a custom search. The custom search needed to be an enterprise-ready search tool that would allow the customer to define the scope of the search results by Business Unit. We created a customer quick activity for outside sales mobile efficiency as well as a Cognos report integration that was displayed on dashboards and forms.
The customer also uses PowerPhone to help identify customers when they call in and easily allows the representative to view past orders, order patterns, and more. With PowerPhone, the customer now has real-time access to Orders, Cash Sales, Purchase History, etc. through a web services integration with their Operational Data Store (ODS).
Additionally, they utilize SSIS packages to keep Accounts, Jobs, Vendors, and other information up to date with ODS through staging tables. They also use the lead and opportunity entities for coding and customization to meet basic sales processes. CRM links to their ERP system (Trilogie). From there, the user can click on various buttons in CRM to be navigated to the relevant screen in Trilogie.
In the future, the customer plans on leveraging the Marketing and Service features within CRM.