Tuning Salesforce implementation to streamline business processes for an audio quality device manufacturer ​

Picture this...

You’re a leading manufacturer of audio quality devices that develops acoustic optimization and provides scalable solutions to your customers through a wide variety of applications. You currently have manual processes (monthly reporting via Excel), decentralized data, multiple systems for your quoting and sales processes, and a fragmented client hierarchy with no 360 view of parent-child relationship. Due to your manual quoting, there are backlogs on the overall process and your ability to create multiple quoting paths for your sales reps is crippled. You are also facing tax liability issues, as you are taxing customers retroactively through a manual process. ​

You turn to Accordion.

We partner with you so your sales reps can create their own quotes, manage their own opportunities, and have one central source of truth – allowing them to see the entire customer lifecycle. We: ​

1. Implement Salesforce’s standard Sales Cloud and move over 5000+ SKUs into the platform.​
2. Streamline your quoting and sales process by utilizing core CPQ functionality.​
3. Create custom reporting for your finance team to be able to track customer lifecycle and products through Salesforce.​
4. Eliminate the major gap in the provisioning process with regards to hardware shipping.​
5. Provide a solution design that gives your sales reps the ability to add products to quotes in a seamless manner and track changes on the quotes in one simple system.​
6. Implement Avalara to ensure correct tax codes usage and resolve tax liability risks. ​

Your value is enhanced.

By streamlining business process and migrating all sales and product data into Salesforce, your finance team now has custom reporting to track customer lifecycle and products through Salesforce. As a result of the implementation, our team was able to create a process within Salesforce: a more streamlined approach for tracking and ensuring the correct product was shipped, on-time and to the correct location, eliminating the gaps in the provisioning process with hardware shipping. Lastly, by implementing AvaIara, the correct tax code is now being applied to the appropriate product and reported correctly for auditing purposes, resolving your tax liability issues​.