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Reinventing Customer Service with Real-Time Estimate Automation

Key Highlights

  • 100% estimate accuracy
  • 40% increase in operational efficiency
  • 30% improvement in customer satisfaction
  • 50% reduction in estimate delivery time
  • Products Used

    Products Used

    Salesforce-Custom-Objects.png
    Salesforce CRM
    Unified-Data-Integration.png
    ERP Financial Data Integration
    JSON-Python.png
    JSON & Python Automation Scripts
    Windows-Task-Scheduler.png
    Windows Task Scheduler
    Create-Dashboards.png
    Custom Dashboards & Email Templates
  • Customer Overview

    Customer Overview

    A US-based manufacturing company specializing in polyethylene blown film and PVC solutions sought to enhance its customer service operations. Fragmented data systems and manual processes were impacting service delivery, estimate accuracy, and lead management.

  • Challenge

    Challenge

    Siloed Systems and Manual Processes Slowing Operations

    The client faced multiple inefficiencies due to disconnected platforms and manual workflows:

    • Limited Visibility: Disconnected systems restricted real-time insights into customer and supplier interactions.
    • Manual Data Entry: Lead tracking and project estimates were delayed due to manual Oracle-to-Salesforce transfers.
    • Inefficient Lead Management: Lack of automation slowed customer service and caused estimation delays.
  • Solution

    Solution

    A Seamless Salesforce–ERP Integration to Automate Customer Service and Estimation Workflows

    CriticalRiver delivered an end-to-end solution tailored to streamline digital operations:

    • ERP Integration: Unified ERP financial data with Salesforce for a 360° customer view.
    • Automated Data Transfer: Eliminated manual entry by automating Oracle-to-Salesforce data sync.
    • Estimate Accuracy Scripts: Developed automation to deliver 100% accurate and faster project estimates.
    • Real-Time Dashboards: Enabled call tracking and project monitoring through custom dashboards.
    • Mass Data Updates & Emails: Implemented templates and scripts for consistent communication and data quality.
  • Impact Delivered

    Impact Delivered

    Operational Efficiency and Real-Time Service Improvements

    CriticalRiver’s solution resulted in measurable outcomes:

    • 50% Faster Estimate delivery time
    • 40% Improvement in operational efficiency
    • 30% Boost in customer satisfaction
    • 100% Estimate Accuracy through automation
  • Results

    Results

    A Future of Accurate Estimates, Real-Time Visibility, and Seamless Service

    Through CriticalRiver’s Salesforce-led transformation, the manufacturing company eliminated manual bottlenecks, unified its data platforms, and streamlined its estimation workflows. The result was faster customer response times, enhanced supply chain visibility, and improved service quality—creating a competitive edge in a demanding market.

Key Highlights

  • 100% estimate accuracy
  • 40% increase in operational efficiency
  • 30% improvement in customer satisfaction
  • 50% reduction in estimate delivery time

Products Used

Salesforce-Custom-Objects.png
Salesforce CRM
Unified-Data-Integration.png
ERP Financial Data Integration
JSON-Python.png
JSON & Python Automation Scripts
Windows-Task-Scheduler.png
Windows Task Scheduler
Create-Dashboards.png
Custom Dashboards & Email Templates

Customer Overview

A US-based manufacturing company specializing in polyethylene blown film and PVC solutions sought to enhance its customer service operations. Fragmented data systems and manual processes were impacting service delivery, estimate accuracy, and lead management.

Challenge

Siloed Systems and Manual Processes Slowing Operations

The client faced multiple inefficiencies due to disconnected platforms and manual workflows:

  • Limited Visibility: Disconnected systems restricted real-time insights into customer and supplier interactions.
  • Manual Data Entry: Lead tracking and project estimates were delayed due to manual Oracle-to-Salesforce transfers.
  • Inefficient Lead Management: Lack of automation slowed customer service and caused estimation delays.

Solution

A Seamless Salesforce–ERP Integration to Automate Customer Service and Estimation Workflows

CriticalRiver delivered an end-to-end solution tailored to streamline digital operations:

  • ERP Integration: Unified ERP financial data with Salesforce for a 360° customer view.
  • Automated Data Transfer: Eliminated manual entry by automating Oracle-to-Salesforce data sync.
  • Estimate Accuracy Scripts: Developed automation to deliver 100% accurate and faster project estimates.
  • Real-Time Dashboards: Enabled call tracking and project monitoring through custom dashboards.
  • Mass Data Updates & Emails: Implemented templates and scripts for consistent communication and data quality.

Impact Delivered

Operational Efficiency and Real-Time Service Improvements

CriticalRiver’s solution resulted in measurable outcomes:

  • 50% Faster Estimate delivery time
  • 40% Improvement in operational efficiency
  • 30% Boost in customer satisfaction
  • 100% Estimate Accuracy through automation

Results

A Future of Accurate Estimates, Real-Time Visibility, and Seamless Service

Through CriticalRiver’s Salesforce-led transformation, the manufacturing company eliminated manual bottlenecks, unified its data platforms, and streamlined its estimation workflows. The result was faster customer response times, enhanced supply chain visibility, and improved service quality—creating a competitive edge in a demanding market.

Tell Us How We Can Help You

Have questions or ready to start your digital transformation journey? Our experts are here to help you every step of the way. Get in touch with us today and let’s build the future together!

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