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Manufacturing

Canadian moving and storage co. builds Lead-to-Ledger on a unified Salesforce stack

Context

A Canadian moving and storage company serving residential, construction, commercial, and industrial customers needed to replace siloed legacy systems with a single Salesforce platform. Manual processes across sales and service, fragmented invoicing caused by disconnected clouds, and the absence of any integration to SAP ERP were slowing Order-to-Cash, creating transaction errors, and preventing the business from scaling operations consistently across customer segments. The company required an end-to-end Lead-to-Ledger solution that connected every system from initial customer contact through to a reconciled ledger entry. 

Value Created

Reduced
lead-to-ledger time across a unified multi-cloud Salesforce stack
Faster
order-to-cash through integrated Revenue Cloud, Billing, and Field Service Work Order amendments
Error-free
transactions through MuleSoft to SAP integration and Omnistudio orchestration
Improved
customer satisfaction through an omnichannel experience on Experience Cloud

People

VALUE LEVERS 

  1. Frontline staff empowerment through Sales, Service, and Experience Cloud with Field Service Mobile
  2. Omnichannel customer experience on the new Omni architecture

HOW WE DID IT 

  • Implemented Sales, Service, and Experience Cloud together with Field Service Mobile, giving frontline teams a single platform for customer interactions and job management across all four customer segments
  • Delivered an omnichannel customer experience on the Omni architecture so that interactions across channels resolve consistently without routing through disconnected systems
  • Enabled cross-segment visibility for sales and service teams managing residential, construction, commercial, and industrial customers from one interface

Process

VALUE LEVERS 

  1. End-to-end Lead-to-Ledger solution with embedded accounting controls
  2. Revenue Cloud and Field Service integration for Work Order amendments and Order-to-Cash

HOW WE DID IT 

  • Built a full Lead-to-Ledger solution integrated end to end, embedding accounting controls across all clouds so that financial data is governed and accurate at every stage of the transaction lifecycle
  • Integrated Revenue Cloud with CPQ, Billing, and Field Service to enable Work Order amendments, so that changes made in the field flow through to invoicing automatically without manual reconciliation
  • Built automatic Work Order generation and amendment workflows alongside product inventory, yard management, and transaction management capabilities, giving operations teams real-time visibility into assets and jobs

Technology

VALUE LEVERS 

  1. MuleSoft integration to SAP ERP, CPQ, Billing, and Omnistudio
  2. DocuSign integration for contract and agreement workflows

HOW WE DID IT 

  • Deployed MuleSoft to integrate Salesforce with SAP ERP, CPQ, Billing, and Omnistudio, replacing the siloed legacy architecture that had prevented system-to-system data flow and driven transaction errors
  • Built Omnistudio orchestration to coordinate data and process flows across the full platform, ensuring that the multi-cloud stack operates as a single coherent system rather than a collection of connected parts
  • Integrated DocuSign to support contract and agreement workflows across all four customer segments, completing the end-to-end digital process from lead through to signed agreement and invoiced transaction

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