Ceetak
Leading global sealant manufacturer, Ceetak needed to regain functionality of their Salesforce Sales Cloud CRM.
With 50 years in the industry and offering more than just off the shelf seal supplies as a complete engineering and design service, clarity and autonomy was needed for Ceetak team members to positively adopt the software.
Cloud:
Sales
Industry:
Manufacturing
Salesforce features used:
Document generation, email automation, process automation
Apps:
Docs Made Easy
Partner role:
Requirements gathering, system design, development, configuration, project management, support.
Business areas used:
Sales, operations, warehouse, purchasing, finance
Ceetak’s Challenge
Ceetak required a structured system that was user-friendly to encourage adoption among employees. Daily operations were becoming a challenge and required simplification. There was also a need to eliminate repetitive tasks for increased productivity. It was clear that achieving a full system adoption would provide Ceetak with valuable data for analysing past sales, informing future growth, and guiding strategic decisions.
Developing internal processes
Coacto conducted a thorough technical analysis through our distinct delivery process. This allowed us to identify and address system blockages that were hindering the user productivity that was becoming a challenge for Ceetak. Our development team implemented effective automation techniques to generate essential documents for suppliers and customers, including part requests and quotes. Additionally, our knowledgeable team enabled the system to automatically send well-crafted sales emails, eliminating the need for manual typing and repetitive tasks. The quoting process was also restructured to allow automatic calculations of gross profit and mark-up within the system, enhancing accuracy and efficiency for the company on a wider scale.
“Coacto’s technical proficient as a business is second to none, and they bring a level of creativity and innovation that truly sets them apart. Their ability to blend technical skill with creative thinking is truly impressive.”
Toni (Antonia Parris), Business Systems Manager
Discover more about Salesforce CRM development
Want to find out more about how your organisation could benefit from a streamlined CRM system? Book your FREE consultation and we’ll call you back at a time that’s best for you.