Caloo
Sales and order management transformation
Specialist outdoor gym and playground provider, Caloo completely transformed their entire business through an effective AscentERP and Salesforce Sales Cloud implementation. The business also benefited through having a suite of apps integrated from the Salesforce AppExchange to further support their CRM & ERP set up.
Cloud:
Sales
Industry:
Manufacturing & Distribution
Apps:
Taskray, Linkpoint, AscentERP, Conga, Barbour ABI, Mailchimp
Partner role:
Integrated solutions provider.
Caloo’s Challenge
To maximise competitive advantage, drive growth and absorb competitors, Caloo needed an integrated, flexible and seamless system as their top requirements. A system to bring together their sales and operations functions was needed to manage marketing campaigns and external lead inputs, sales, procurement, fulfillment, warehouse and inventory, project and site management.
Salesforce Sales Cloud Implementation
The expert implementation team at Coacto developed a blueprint to support the marketing, sales and operational functions. Using Salesforce Sales Cloud, all required functionalities were linked together to track leads through sales, through to order management and fulfillment, and ultimately installation at the customer site. The operational functions such as issue tracking, returns, stock control, procurement and linking to the accounting system were a key part of this solution for Caloo.
“Coacto and Ascent provided the foundation for the business system that streamlined the operations, grew the company, ultimately led to the company being acquired. The system is now being rolled out across the new business.”
Luke Overall, Sales Director at Caloo
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